'Optical devices' ranks 23rd as NTT's IOWN AI Fund launch spurs interest in related stocks <Trending themes>

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"Optical devices" ranked 23rd in the "Popular Theme Ranking" compiled by Minkabu and Kabutan.

NTT, Inc. <9432> announced on the 10th the establishment of the "IOWN AI Fund" in partnership with U.S., Taiwanese, and South Korean investors and companies to promote its next-generation communications infrastructure "IOWN (Innovative Optical and Wireless Network)."

The fund's investment targets include photonics technology (technologies improving data transmission performance and power efficiency, such as optical transmission and optical switching), optical devices and opto-electric convergence modules (related technologies including lasers, VCSELs, and modulators), and AI semiconductors and packaging (technologies supporting high-density, high-performance computing infrastructure such as GPUs). The fund is expected to reach approximately 80 billion yen in size.

IOWN is a next-generation communications and computing infrastructure centered on optical technology, enabling low power consumption, high capacity, and low latency by replacing conventional electrical signals with light. The core technology involves opto-electric convergence devices, circuits that integrate optical and electrical signal processing. Recently, Dexerials Corporation <4980> announced a joint research initiative with a Dutch photonics R&D institution. Furukawa Electric Co., Ltd. <5801> disclosed it would absorb and merge its subsidiary Furukawa Fitel Optical Components, which handles optical devices and components.

Other stocks to watch include QD Laser,Inc. <6613>, which manufactures quantum dot lasers for optical communications and silicon photonics; santec Holdings Corporation <6777>, which operates optical component businesses; and HAMAMATSU PHOTONICS K.K. <6965>, which specializes in optical technology.

Source: MINKABU PRESS

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