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Guosheng Securities: Silicon photonics technology reconstructs the optical module industry chain; focus on investment directions in front-end chip design and wafer manufacturing
Guosheng Securities research report indicates that the rise of silicon photonics technology is reshaping the optical module industry, shifting investment focus from "packaging" to "chip design and wafer manufacturing." Future investments will concentrate on four main areas: silicon photonics chip design companies, silicon modulator chip fabs, supporting chips, and the necessary semiconductor equipment.

