US Stock Market Move | Optical communication concept stocks rebound, Applied Optoelectronics (AAOI.US) rises over 9%

On Wednesday, the concept stocks of optical communication rebounded. As of the time of writing, Applied Optoelectronics (AAOI.US) rose by over 9%, Lumentum (LITE.US) rose by over 5.5%, Coherent (COHR.US) rose by over 2%, and Corning Inc (GLW.US) rose slightly. The sector suffered a heavy setback yesterday. SemiAnalysis published a research report stating that the deployment timelines for 800VDC and CPO will be delayed. The report bluntly stated that the market expectations for the deployment of CPO in 2027 are overly optimistic, and the actual deployment progress will be later than what Wall Street currently predicts. The report plans to lower the shipment forecast for Scale-out CPO in 2026 and 2027, and expects large-scale adoption of Scale-up CPO to occur in 2029, while the market previously expected it to happen in 2027-2028.