Dossier
optical modules
Coverage of optical modules in the Nexus archive.
- AI hyperscaler effect vaults China’s Zhongji Innolight to top of CSI 300 benchmark
Zhongji Innolight, a Chinese supplier of optical modules to US hyperscalers, became the largest constituent of China’s CSI 300 benchmark due to AI-driven market growth. The company’s 5% weighting in the index highlights AI’s growing influence on China’s equity markets.
- How tiny capacitors became the latest AI-driven investor darling
Multilayer ceramic capacitors (MLCCs), tiny electronic components used in smartphones and electric vehicles, are experiencing surging demand due to the artificial intelligence boom. These components act as electrical buffers in circuit boards and are being deployed in massive volumes in high-performance AI servers, making them the latest investment focus after memory chips and optical modules.