It must be reminded to everyone.
The era of the U.S. dominating the technology sector has become a thing of the past.
This news has spread throughout all institutional circles; if you are still unaware, you may miss the next stock price surge of tenfold for Northern Huachuang.
Many may still be unclear that in the past, whether it was our operating systems or semiconductor equipment, we relied entirely on European and American products.
It is precisely for this reason that the U.S. has recklessly implemented chip supply cuts and remote device locks against us.
After a series of events, our country has not only accelerated the pace of independent innovation but has also allocated hundreds of billions in research funding.
For example, with the support of the National Integrated Circuit Industry Investment Fund (Phase I and II), our country has achieved full independence in the fields ofphotoresists,photolithography machines, and etching machines.
Similarly, under the support of national policies, Huawei has also surpassed the U.S. in the fields ofoperating systems and chips.
Crucially, recently, the School of Information Science and Engineering at Fudan University has achieved a world-shocking breakthrough in the field of optical chips.
This chip reportedly supports a data transmission speed of 38Tb per second, meaning it can complete the transfer of 47.5 trillion parameters in one second.
It is foreseeable that in the context of rapid development in artificial intelligence, this chip is expected to become another strategic high ground for global tech giants to compete for.
Looking back at history, it is not difficult to find that when optical modules became hot commodities, the A-share market saw the emergence of Zhongji Xuchuang, whose stock price surged tenfold.
Now, optical chips are at the same historical juncture, and new leaders in the market are bound to emerge.
Therefore, after a thorough review and examining hundreds of research reports, I have outlined four companies with the greatest potential for doubling their value.
The first is Yunnan Ge Industry, the only company in China to achieve mass production of core materials for photonic chips such as indium phosphide (InP) and gallium arsenide (GaAs).
The second is Yuanjie Technology, one of the few companies in China capable of mass-producing 25G/50G high-speed optical communication chips.
The third is Guangku Technology, one of only three companies globally that master the technology for lithium niobate high-speed optical modulator chips, and the only one in China to achieve commercial mass production.
The fourth is Shijia Photonics, the only company in China capable of mass-producing DFB laser chips, and one of the few that has full-process capabilities from chip design, wafer manufacturing to packaging and testing, with a global market share exceeding 50%. Moreover, just after the first quarter, it attracted 202 institutions to buy in, and its stock price is just over ten yuan. Once the windfall arrives, it could take off at any moment.