Boosts AI accelerator communication efficiency; however, caution is advised for quantum computing and oil refining stocks, according to analysis.
The optical communication theme is more likely to see sporadic surges than continuous upward trends. Therefore, a strategy of buying when prices dip is more effective than chasing rallies.
Individual stocks are assessed to have sufficient 'potential' for daily limit-ups or surges of over 20% at any time, making careful timing crucial.
Optical communication, which converts copper-based communication to light, offers clear advantages in terms of increased speed and reduced heat generation. This maximizes efficiency by lowering power consumption for cooling.
It is a crucial technology for accelerating communication speed and solving heat generation issues, especially between HBM (High Bandwidth Memory) and GPU (Graphics Processing Unit), and the introduction of silicon photonics technology is expected to drive demand for optical communication.
RF Materials exclusively supplies Lumentum's pump laser packages and plans to increase this volume by approximately 2.5 times next year.
RFHIC, RF Materials' parent company, can also be considered an alternative. OYISolution was also mentioned as a company possessing CPO (Co-Packaged Optics) external light source module technology.
The optical communication sector has the potential to grow beyond a mere theme into a tangible industry. After being highlighted by NVIDIA's equity investment in Lumentum, the subsequent stock price decline was due to bottlenecks in optical communication substrates.
However, the bottlenecks in optical communication substrates are now being resolved, and demand is expected to further increase in the second half of the year. For example, Verizon and Corning's fiber optic supply agreement for 80 million miles through 2032 demonstrates large-scale demand.
Most quantum-related stocks listed in Korea are related to quantum cryptography, not quantum computers. Quantum computer technology is led by global giants such as IBM, and there is a significant difference in technological difficulty compared to quantum cryptography.
Therefore, when investing in quantum technology, it is necessary to clearly distinguish between the technological differences of quantum computers and quantum cryptography and the actual business areas of Korean companies.
The profitability of oil refining companies is determined more by refining margins than by the oil price itself.
Therefore, it is difficult to definitively state that the performance of specific oil refining stocks, such as S-Oil, will certainly improve just because oil prices have risen.
Answers come from the transcript, with the exact spot cited.
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