GF Securities Communications team published takeaways from OCP industry research, noting that 2027 demand expectations are unchanged, supply remains tight, and NPO (Near-Package Optics) is gaining broad hyperscaler support. The broker maintains its prior industry demand and listed-company earnings forecasts.
GF Securities reiterates a bullish stance on the optical communications sector, citing resilient 2027 demand and accelerating NPO adoption among hyperscalers.
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