TFC

光通信设备板块在 AI 与算力需求推动下强势上扬，苏州 TFC 光通信凭专业化光纤连接件抢占高端市场，探究其成长与挑战。

Su Zhou TFC Optical sees upside from CPO‑sector rally, institutional buying and high‑bandwidth demand – a premium play poised for near‑term gains.

Discover how TFC’s 800 G/1.6 T optical modules could shape AI infrastructure, the market’s bullish trend, and the risks behind its high valuation.

TFC, a specialist in fiber-optical connectivity, is poised to benefit from the growing demand for light-modules, driven by the expansion of data centers and cloud computing, but its valuation remains a concern.