kabutan

Sanrio Ranks 4th in Rising Buy Predictions Among Individual Investors on Minkabu

Wed Apr 22, 2026 10:22 am JST Catalyst

THine Electronics, Inc. <6769> gapped up for a third straight session, surging to the 1,100 yen level after surpassing its year-to-date high of 1,045 yen hit on March 12. While semiconductor buying remains active in Tokyo on demand from AI data centers and defense sectors, investment funds are increasingly targeting niche optical plays. THine Electronics, an optical semiconductor leader with a market cap of around 13 billion yen, is seeing expectations grow for a valuation rerating.

AI data centers face bottlenecks from massive power consumption and heat generation. DSP-less optical semiconductors are drawing attention for restoring signals via analog technology, bypassing conventional digital processing. These chips address urgent data center challenges with significantly lower power consumption, driving interest in THine Electronics.

Source: MINKABU PRESS

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

Related Articles