Movement Alert|CREALIGHTS Rises 5.78% in Regular Trading, Goldman Sachs Raises Optical Module Demand Forecast as Full-Stack Silicon Photonics Products Debut at CIOE

Market Focus
09/22

On September 22, CREALIGHTS rose 5.78% in regular trading, trading at HK$173.0/share, with turnover of approximately HK$60.33 million.

The rally was driven by multiple catalysts continuing to ferment. CREALIGHTS recently showcased its full-stack self-developed silicon photonics 1.6T optical modules and 6.4T NPO products at the 27th China International Optoelectronic Exposition, while announcing a long-term strategic partnership with GlobalFoundries to accelerate 6.4T NPO product engineering and mass production. Meanwhile, Goldman Sachs significantly raised its high-speed optical module demand forecasts, revising 800G-and-above module demand for 2027/2028 upward by 39% and 36% to 144 million and 171 million units respectively, with 1.6T module prices expected to remain above $700.

Additionally, CREALIGHTS was officially added to the Stock Connect eligible securities list on September 7, unlocking southbound capital access. Management disclosed that high-speed optical module orders are fully booked through the entirety of 2027, characterizing the industry as in a state of abundant orders but constrained capacity.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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