Yesterday's classic gapping opening followed by a sell-off, stabilization and pull-up ~ continuation of the rebound

StrawberryIce · 2026-03-25T03:06:18+00:00

U.S. optical communications stocks have surged significantly amid surging demand and supply shortages, with optical module and chipmakers leading the rally. Meanwhile, long-term orders continue to accumulate, and industry sentiment remains positive, despite storage chips showing relative weakness due to the impact of SK Hynix.

StrawberryIce

2026-03-25 03:06:18

Abstract generation in progress

U.S. optical communications surge, leading the pack with impressive gains
AAOI (Optical Modules) +19%, LITE (Optical Chips + OCS + Modules) +10%, FN (Optical Communication OEM) +10%, GLW (Corning - Optical Fiber) +8%, COHR (Optical Modules + Chips) +7%, AXTI (InP Substrates) +6%, CIEN (DCI) +5%, TOWER (Silicon Photonics FAB) +5%.
【Optical Communications】: Amid exploding demand and severe supply shortages: 1. Accelerating the development and implementation of new optical communication technologies, such as OCS/CPO/NPO/XPO/DCI/Thin-film Lithium Niobate/Hollow-core/Multi-core/Silicon Photonics; 2. Locking in more long-term orders, including META - Corning’s $6 billion order, NV and LITE/COHR’s $2 billion orders, and 5-7 year long-term orders for optical substrates from LITE/COHR.
Remember last Friday as well, with RiseSun leading the charge, along with MingPu Photomagnetic… Changguang Huaxin, Filenco, Si…
Due to SK Hynix’s influence, memory chips like Micron and SanDisk have been relatively weaker, but this doesn’t affect the overall prosperity.
If Lumentum hits new highs, then RiseSun is likely to remain bullish.
Yesterday, Applied Optoelectronics surged by 20 points…
Integrated optoelectronics really shined throughout March.
Yesterday’s energy storage correction was caused by funds exiting amid Middle East event sentiment.
Token changed to Yuan, actually this positive is about computing power leasing, driven by small articles.
Yesterday also released a new…

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