[Special Stock] Bitgwa Electronics Targets US Data Center Optical Module Market... Trump AI Investment Expectations Rise

Bitgwa Electronics is showing strong performance. This is interpreted as being influenced by news that the company is expanding its overseas sales efforts targeting the U.S. data center market.

As of 10:10 AM on the 23rd, Bitgwa Electronics is trading at 1,384 KRW, up 13.54% compared to the previous day.

Bitgwa Electronics plans to participate in the 'OFC (Optical Fiber Communication) 2025 Exhibition,' the world's largest exhibition in the optical communication field, held in San Francisco, USA, from April 1 to 3. The company will showcase products used in data centers, such as 100Gbps to 800Gbps optical modules and AOC (Active Optical Cable).

Additionally, it plans to hold a roadshow targeting major U.S. clients in July and participate in the Supercomputing (SC) 25 exhibition in November.

The optical module market for data centers has been rapidly growing since 2023 and is expected to maintain an annual growth rate of 10-14% until 2031. This growth is attributed to the increase in cloud computing services, the spread of high-definition video streaming, and rising demand for bandwidth-intensive applications such as artificial intelligence (AI) and virtual reality (VR).

Meanwhile, on the 21st (local time), U.S. President Donald Trump announced an investment of $500 billion (approximately 716 trillion KRW) to expand AI infrastructure. After OpenAI, SoftBank, and Oracle established a joint venture called Stargate, they plan to invest $100 billion (approximately 144 trillion KRW) in expanding data centers.