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Optical Communication Stocks Surge: Wave-Tech Soars Over 50% in Three Days
Electronic Technology · Semiconductors · economic_daily · 2026-08-27
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Optical communication stocks are rallying in Taiwan as newcomer Wave-Tech surges over 55% in three days, fueled by tight supply in laser components and CPO growth.
What Happened
Market Performance: Optical communication stocks have become a focal point in the Taiwan market, led by the strong performance of newcomer Wave-Tech. The stock has surged 55.1% in just three trading days, consistently hitting new record highs, while peers like OptiWorks and Alltek have also seen significant gains.
Supply Dynamics: Analysts note that laser components remain in short supply, a trend expected to persist in the near term. Wave-Tech has capitalized on this by focusing on proprietary CW Laser R&D, utilizing a model that combines professional contract manufacturing with in-house packaging.
Expansion Plans: Wave-Tech is set to launch its new Zhongli plant in the fourth quarter of this year. This expansion is designed to bolster production capacity and strengthen the company's competitive position as it scales operations to meet rising market demand.
Future Outlook: Industry experts anticipate explosive growth in FAU demand as Scale-up CPO technology begins to ramp up. Companies like Alltek are expected to benefit significantly from this technological shift, positioning them well for long-term growth in the optical sector.