# optical communications
Latest news and articles about optical communications
Total: 5 articles found
Hong Kong Markets Mark Time as Chip and Battery Names Slide, Optical-communications Stocks Diverge
Hong Kong’s Hang Seng closed slightly higher while the Hang Seng Tech Index slipped, as semiconductor and battery stocks pulled back and optical-communications names diverged sharply. Company-level news and southbound fund selling are driving a differentiated market, producing volatility beneath a calm headline.
China Midday Market Turns Risk‑Averse as Compute‑Hardware Plays Slip and Green Power Rallies
China’s stock market retreated at the midday break as investors rotated away from compute‑hardware and optics names, while green‑power, some property and cyclical sectors outperformed. Turnover fell to CNY 1.37 trillion and most indices were modestly negative, signaling selective buying and elevated short‑term volatility.
China’s A‑Shares Rally as Tech and Optics Stocks Surge, While Commodities Slide
A‑shares rallied after a dip in Middle East tensions, with the ChiNext index up over 3% and more than 4,500 stocks advancing. Technology and optical‑communications sectors led the gains, while oil, coal and gold fell amid commodity weakness. Lower turnover suggests the move may be theme‑driven rather than a broad conviction rally.
China’s Sanan, Tsinghua and China Mobile Claim Micro‑LED Breakthrough That Could Push Short‑Range Optical Links Beyond 10Gb/s
Sanan Optoelectronics, with Tsinghua University and China Mobile, reports a Micro‑LED light source with >7 GHz 3 dB bandwidth and modeled NRZ‑OOK rates above 10 Gb/s, and has begun shipping samples to international customers. The advance, if validated in systems, could open new short‑range optical interconnect and LiFi opportunities, though manufacturing, packaging and ecosystem challenges remain.
Google’s Blowout Quarter Reinforces AI-Driven Demand for Optical Infrastructure — A Boost for China’s Communications Suppliers
Alphabet’s strong quarterly results — faster search growth, 48% cloud revenue expansion and improved cloud margins — confirm that generative AI is moving into scalable, profitable products. That momentum is driving massive investment in optical interconnects and datacentre infrastructure, benefiting specialised communications suppliers and reflected in strong returns for funds concentrated in optical‑equipment makers. The shift raises strategic supply‑chain and policy questions as co‑packaged optics and silicon photonics become central to AI scale‑up.