A reorganised list article focusing on optical semiconductor and optical device-related stocks has been published, against a backdrop of the IOWN Initiative, NEDO-selected technologies and the growing adoption of CPO. It presents a comprehensive overview of the leading and lagging stocks related to optical semiconductors.
The optical semiconductor stock theme is based on technologies that use light to reduce heat generation and power consumption at AI data centres. NTT plays a central role as the initiator of the IOWN Initiative, with the aim of commercialising optoelectronic convergence devices and optical chiplets. This article clearly organises the basics of optical semiconductors, the roadmap, the elements referred to as the “three sacred treasures,” and the significance of CPO, a packaging technology.
It then identifies three specific technologies selected for NEDO projects: optical chiplet implementation technology, optoelectronic convergence interface memory-module technology, and deterministic-latency computing infrastructure technology. NTT is listed as both a lead and joint proposer, strengthening the collaborative framework. This is expected to advance the development of the optical semiconductor-related supply chain and technological infrastructure.
The stocks cited as leading or lagging include NTT, Sony Group, Fujikura, Furukawa Electric, Sumitomo Electric Industries, NEC, Fujitsu, 精工技研, Dexerials and サンテックホールディングス, among many others. These companies cover various elements of optical semiconductors, including optical fibre, semiconductor lasers, chiplets and CPO implementation, and are positioned to capture growth opportunities related to IOWN.
facts:[{
k":"Update date"
v":"21 August 2026"},{
k":"Additional information date"
v":"6 October 2026"},{
k":"IOWN"
v":"NTT is promoting optical semiconductor devices as the initiator"},{
k":"CPO"
v":"Technology enabling optoelectronic convergence packaging and close integration with GPUs"}],
sources:[{
outlet":"kabukarin.net","stance":"match","note_ja":""}]}
title":"SummaryResult"