On September 10, CREALIGHTS rose 8.06% in regular trading, trading at HK$165.9/share, with turnover reaching HK$118 million. The stock continued its strong uptrend following multiple catalysts in recent sessions.
On the news front, Goldman Sachs significantly raised its global optical module market forecast, projecting the market to reach approximately $67.7 billion, $131.4 billion, and $148.5 billion over the next three years, representing increases of 33% to 115% from prior estimates. Additionally, the company recently announced a long-term strategic partnership with GlobalFoundries, leveraging the latter's silicon photonics technology to advance the engineering deployment and mass production of 6.4T NPO products, accelerating the commercialization of next-generation AI silicon photonic interconnect technology. The 27th China International Optoelectronic Exposition, which opened on September 9, showcased cutting-edge solutions including 1.6T optical modules and CPO/NPO architectures. The company previously disclosed that orders are fully booked for the year, with 1.6T optical module shipments to leading overseas clients commencing in the second half.
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