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Optical devices rank 28th among key technologies for digital era

Thu Apr 16, 2026 12:20 pm JST Feature

? Top 10 popular themes

1. Data centers

2. Semiconductors

3. Semiconductor manufacturing equipment

4. Physical AI

5. Space development

6. Storage batteries

7. JPX-Nikkei 400

8. Perovskite solar cells

9. TOPIX Core 30

10. Defense

Optical devices rank 28th in the popular theme rankings compiled by Minkabu and Kabutan.

The rapid advancement of artificial intelligence (AI) and cloud computing is driving demand for high-speed, large-capacity data processing across all sectors. Surmounting power consumption and cooling costs has also become a critical challenge for the surging number of data centers. Optical technologies, particularly silicon photonics ? which integrates components such as waveguides, switches, modulators, and photodetectors on silicon substrates ? are emerging as an innovative solution to these issues.

Optical devices are indispensable for high-speed communication systems. Key related stocks include Kohoku Kogyo Co., Ltd. <6524>, a provider of optical isolators; QD Laser, Inc. <6613>, which manufactures quantum dot lasers for silicon photonics; Santec Holdings Corp. <6777>, Seikoh Giken Co., Ltd. <6834>, and Hamamatsu Photonics K.K. <6965>.

Source: MINKABU PRESS

*Translated by generative AI. Click here for the original article.

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