Yuanjie Technology: A 361% Increase in 2025, becoming the third highest-priced stock in A-shares (only behind Moutai and Cambrian). Recently, even as AI computing power adjusts, it remains unshaken! Let’s explore what makes it so special! 1. Core Concepts: “Core Optical Communication Chip + AI Computing Infrastructure + Domestic Replacement Pioneer” Trinity 1. Main Business … Read more
100G/200G EML and CW Lasers and other high-end optical chips are in short supply, becoming a focal point of market attention. Overseas giants Lumentum, Broadcom, and II-VI monopolize over 80% of the capacity and are cautious about expanding production, leading to a shortage that is expected to last until the end of 2026. Against this … Read more
On September 17, Dongshan Precision stated during an institutional survey that the core of the company’s AI strategic layout is to build competitiveness around the hardware infrastructure needs of the AI industry ecosystem. Currently, the optical chip market is experiencing a significant shortage due to the explosive demand for high-speed optical modules driven by AI, … Read more
On September 9, 2025, Fiber Online reported that in August 2024, Huaxin Microelectronics announced a significant milestone — the official commissioning of a 6-inch compound semiconductor commercial production line, which completes the last link in the consumer electronics supply chain in Guangdong Province. A year later, in August 2025, Huaxin Microelectronics successfully delivered the first … Read more
The global semiconductor market is expected to reach $697.1 billion by 2025, with demand for AI-related chips becoming a core growth driver. The Chinese market accounts for nearly $30 billion, presenting structural opportunities in fields such as computing power chips and storage chips. The industry is showing polarization: demand for data centers and AI chips … Read more
China Economic Reporter Luo Ji Reporting from Beijing Cheng Shuo, the Deputy General Manager of Yuanjie Technology, recently appeared on the second season of the “Shanghai Market Hard Science Hard Guests” program, episode 5, titled “New ‘Ignition Point’ of Optical Chip Computing Power in China.” He stated that from a manufacturing perspective, there are no … Read more
In the age of information explosion, we watch videos, transfer files, and play cloud games every day, all relying on a “light-speed highway”—the optical communication network. The cornerstone of this road is the “high-speed optical chips” and “optical devices.” They act as “opto-electronic translators,” converting electrical signals into optical signals, allowing data to travel across … Read more
The optical chip industry is currently at a critical development stage driven by both technological upgrades and market demand. Domestic companies are facing a “domestic substitution” window period, but they also need to overcome technological bottlenecks and supply chain challenges. The following suggestions are proposed from four dimensions: technology, market, competition, and industry chain. 1. … Read more
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 … Read more
Shijia Photonics (SH:688313) primarily produces PLC optical splitter chips, AWG chips, VOA chips and device modules, OSW chips, WDM devices and modules, optical fiber connector jumpers, FP laser chips, DFB laser chips, EML laser chips, indoor optical cables, and polymer materials for cables. The products applied in AI data centers include: 4CH AWG wafer chips … Read more