In the domestic stock market, selling pressure spread primarily across semiconductor and electronic component stocks, dragging optical semiconductor and optical communication-related stocks into a broad decline. Rather than the mid- to long-term growth narrative of expanded investment in AI data centers and ultra-high-speed communication networks, the overall risk-averse sentiment in the market dominated the trend.

■ Overview of Optical Communication Stocks Optical communication stocks are a group of equities linked to data transmission infrastructure, including optical fibers, optical cables, optical transceivers, and telecommunications equipment. While the increase in data processing volumes at AI data centers and the advancement of 5G and 6G networks are cited as major industry growth drivers, on this day, stocks including Daehan Optical Communication, Bitgwajeonja, Bitsaem Electronics, Woorinet, Lycom, and FiberPro all fell in tandem.

■ Daehan Optical Communication Drops 11.50%... Trading Volume Reaches 3,967,862 Shares As of the afternoon of the 28th, Daehan Optical Communication is trading at 8,620 won, down 1,120 won from the previous trading day. The decline is 11.50%. The stock opened at 9,100 won and rose to as high as 9,320 won during the session, but expanded selling pressure pushed it down to 8,320 won.

The trading volume was recorded at 3,967,862 shares. Given that this was the largest trading scale among related stocks, it is analyzed that a supply-and-demand battle between selling and bargain hunting emerged, rather than simply sluggish trading.

Daehan Optical Communication is an optical communication infrastructure company that produces optical fibers and cables. While investment in overseas communication networks, including in North America, and the demand for high-capacity optical cables for AI data centers are cited as mid- to long-term business variables, the overall selling pressure of the stock market was reflected in the share price first, ahead of expectations for its individual business.

■ Kwang Electronics Falls 9.35%... Optical Semiconductor Stocks Weaken Together Kwang Electronics is trading at 5,140 won, down 530 won from the previous trading day. The decline is 9.35%. After opening at 5,490 won, it failed to recover its opening price and fell to as low as 5,070 won during the session. The trading volume is 347,993 shares.

Kwang Electronics is classified as a stock related to optical semiconductor components, such as optical sensors and light-emitting and light-receiving devices. Optical semiconductors are components that use light to detect signals or convert electrical signals into optical signals, and they are utilized in telecommunications equipment, automotive electronics, and industrial sensors.

Bitgwajeonja is trading at 1,991 won, down 7.61%. Its trading volume was 3,036,410 shares, the second highest after Daehan Optical Communication. During the session, it rose to 2,060 won but dropped to a low of 1,902 won. Bitsaem Electronics is down 6.03%, trading at 6,540 won, a drop of 420 won from the previous trading day. Seoul Semiconductor is down 7.77% at 8,190 won, and Seoul Biosys is down 9.96% at 4,790 won.

■ Decline Widens for Telecommunications Equipment and High-Frequency Component Stocks The drop was also steep for stocks related to telecommunications equipment and high-frequency components. RF Materials is trading at 21,400 won, down 9.70%. It rose to 24,500 won during the session but was pushed back to 20,200 won, expanding volatility.

RFHIC is trading at 40,250 won, down 5,200 won from the previous trading day, marking a 11.44% decline. Woorinet is down 5.46% at 6,325 won, and Mercury is down 7.91% at 2,910 won. Among optical communication component stocks, Lycom fell 7.43% to 3,425 won, and FiberPro is trading at 11,170 won, down 8.74%. Jaram Technology also recorded a 11.34% decline at 17,360 won.

■ Future Focus: Defending Lows and Inflow of Bargain Hunting Given that most related stocks fell on this day, the trend is closer to a contraction in supply and demand across the broader technology and small-to-mid-cap sector spreading to the optical semiconductor and optical communication industries, rather than negative news specific to individual companies. Although some stocks are reducing their losses after hitting intraday lows, the number of stocks that have recovered their opening prices remains limited.

Going forward, the key factors to watch are whether Daehan Optical Communication can sustain its trading volume and defend the intraday low of 8,320 won. For optical semiconductor stocks such as Kwang Electronics and Bitgwajeonja, the focus will be on whether bargain-hunting buying flows in. For the optical communication sector, new orders related to AI data centers and North American communication network investments, as well as corporate disclosures, are cited as major variables.

[※ This article is based on intraday market prices and does not recommend buying or selling any specific stock. Stock prices may fluctuate during trading hours, so please check the latest disclosures and market prices before making actual trades. This article was written with AI assistance.]