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Trend10/8/2026

AI Data Center Power Bottleneck Fuels the Rise of 'Optical-Electrical Integration,' Attracting Attention to Japanese Materials Stocks

Intense Competition in Core Optical Modulator Technologies Draws Multiple Japanese Entrants; Market Views Them as Next Potential Giants Like Kioxia

As AI data centers experience soaring power demand, 'optical-electrical integration' technology, which addresses energy consumption bottlenecks, has become a new favorite in capital markets. Among the next-generation material development races for optical modulators—with broad participation from Japanese firms—optoelectronic concept stocks with relatively low valuations are drawing strong investor interest.

10/07
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