OPTORUN surges 10% for third day on data center optical component demand◇

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Tue Apr 14, 2026 1:13 pm JST Catalyst

Optorun <6235> surged for a third straight session, rising as much as 10% to 3,690 yen. The company, which manufactures optical thin-film deposition equipment, is seeing growing expectations for a sharp earnings recovery in the fiscal year ending December 2026, fueled by robust demand for thin-film solutions for AI data centers. These facilities require optical communication multilayer filters for transceivers to convert electrical signals to optical signals for data transmission. Optorun holds a significant competitive edge in deposition equipment for these filters. Buying momentum is also supported by the view that the company’s technology will be crucial in the field of optoelectronic integration, which aims to drastically reduce power consumption?a major challenge for data centers. Among other stocks benefiting from data center demand, Santec Holdings <6777>, a manufacturer of optical measurement instruments and power monitors, is also showing clear upward momentum.

(Note) The "◇" symbol at the end of the title indicates that the article contains multiple stocks.

Source: MINKABU PRESS

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