Exploring the ‘Heart’ of Optical Communication: High-Speed Optical Chips and Devices

Exploring the 'Heart' of Optical Communication: High-Speed Optical Chips and Devices

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 Future of Optical Chips

The Future of Optical Chips

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

Domestic Technological Innovation Accelerates Breakthroughs, U.S. Chip Sanctions Prove Futile, The Next Tenfold Growth of Northern Huachuang is Imminent

Domestic Technological Innovation Accelerates Breakthroughs, U.S. Chip Sanctions Prove Futile, The Next Tenfold Growth of Northern Huachuang is Imminent

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: Second in Global PLC Chip Market, Multi-Category Layout Builds Optical Chip Platform

Shijia Photonics: Second in Global PLC Chip Market, Multi-Category Layout Builds Optical Chip Platform

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

Shijia Photonics: A Pioneer in Domestic Optical Chip Production, Establishing Performance Turning Point and Expanding Growth Potential

Shijia Photonics: A Pioneer in Domestic Optical Chip Production, Establishing Performance Turning Point and Expanding Growth Potential

Shijia Photonics (688313.SH) Investment Value Analysis Report — 1. Core Logic: Accelerating Domestic Substitution of Optical Chips, Company Driven by “Passive + Active” Dual Engines Under the global wave of computing infrastructure, the demand for optical chips, as core components of optical modules, is surging. According to LightCounting’s forecast, the global optical chip market is … Read more