Post by Hibiki Path Advisors

16/Jun/2026 – Implications for Japan Pure Chemical: AI Data Center Optical Transceiver Market Update In November last year, Hibiki Path Advisors (from January 2026, Hibiki Path Advisors SPC) published a post entitled “Japan Pure Chemical: The Hidden AI Stock You Can’t Ignore ～Spotlight on AI Server Optical Transceivers～”, which implies that demand growth in data centers is expected to drive expansion in the optical transceiver market. In this update, we would like to share the latest developments since the Previous Post, including changes in the growth outlook for the optical transceiver market and the functionality required for optical transceivers. https://lnkd.in/e_YXwNVY For important information, please refer to the disclaimer at the link above.