300394.SZ in “AI Data Centers Go Optical”
Suzhou TFC Optical Communication Co., Ltd.
TFC supplies precision optical components and assemblies used in high-speed transceivers, making it a direct beneficiary of rising 400G, 800G and 1.6T deployments.
300394.SZ impact map — “AI Data Centers Go Optical”
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Aug 27, 2025 – Aug 28, 2026 · 244 sessions
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Full story
AI Data Centers Go Optical
Scaling AI clusters now depends on photons moving data faster than copper can.
BULL side — TFC supplies precision optical components and assemblies used in high-speed transceivers, making it a direct beneficiary of rising 400G, 800G and 1.6T deployments.
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