Taiwanese LED and optical parts maker Lig Tek (8111) is riding demand for ultra-fast data-center connections, a positive for the stock and for Taiwan's AI supply chain.

• Shares rose about 5% on heavy trading as buyers piled in.
• The company is rolling out 1.6T optical transceiver modules this year and 3.2T next year.
• Its silicon photonics work — chips that move data with light instead of electricity — is what the market is betting on.
• It is also building external laser modules aimed at the newer packaging designs used inside AI servers.
• Laser output power is being pushed higher next year to keep pace with faster networking gear.

Outlook: Interest should stay strong as long as AI data centers keep demanding faster optical links, with the 3.2T launch next year the key milestone.