Micro LED concept stocks continue to strengthen, with more than 10 stocks including San'an Optoelectronics hitting the daily limit up.

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Micro LED concept stocks continue to strengthen. San’an Optoelectronics, Guoxing Optoelectronics, Leiman Optoelectronics, Xinruida, Ruifeng Optoelectronics, Zhaochi Shares, Vogue Optoelectronics, Autotech, Tongxingda, TPV Technology, and more than 10 other stocks hit the daily limit. In terms of news, according to the latest survey by TrendForce, as generative AI rises, demand from data centers for high-speed transmission continues to increase. The copper-cable solutions that were previously used for short-distance transmission within server racks (Intra-Rack) will face severe challenges in terms of transmission density and energy savings. By contrast, the Micro LED CPO solution has lower unit transmission energy consumption, which could significantly reduce total energy consumption to 5% of the copper-cable solution’s level. With its energy-saving advantages, it is expected to become a light interconnect replacement option.

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