Spotlight Stocks: Amazon's Strong Earnings Drive Continued AI Infrastructure Investment, Optical Communication Stocks Surge with Multiple Hitting Limit Up

Amazon (AMZN-US) market capitalization surpassed $3 trillion for the first time on Monday (March 3), primarily driven by its strong second-quarter 2026 earnings and continued surge in cloud demand due to the AI boom. This has accelerated the development of Co-Packaged Optics (CPO), benefiting both active and passive optical component manufacturers. As a result, on April 4, stocks including WaveOptics (3163-TW), Optoway (6442-TW), United Components (6426-TW), Hualight (4979-TW),光环 (3234-TW), and Forward Precision (4908-TW) briefly hit the daily trading limit.

Analysts指出 that Amazon's strong financial performance reflects robust enterprise demand for AI cloud services. Microsoft and Alphabet are also expanding capital expenditures, signaling that tech giants like Amazon are doubling down on AI investments, driving industry-wide growth. This trend is expected to generate substantial revenue opportunities for optical communication suppliers, with market expectations for supply chain shipments projected to grow steadily.

In today's trading session, in addition to WaveOptics and Optoway, six CPO packaging-related optical communication stocks hit the limit-up, while others such as JDA-KY (4977-TW), Suncom (3363-TW), and Lintel (3450-TW) surged over 7-8%.

According to analyst reports, the advancement of Agentic AI is increasing demand for high-speed network bandwidth, driving growth in shipments of 800G and even higher-speed Ethernet switches.

Meanwhile, as major North American CSP customers rapidly scale their AI modules, Amazon is benefiting from expanding high-speed network needs extending from data centers to large enterprises. This is pushing its demand from existing 800G to叠加 1.6T shipments, creating long-term collaboration opportunities for supply chain players in transmission networks and optical fiber sectors.