This article will deeply analyze the opportunities in the electronic components industry in 2025, focusing on the key role played by DeepSeek technology and ICS products.

As a key component of data center interconnection, optical transceiver modules will benefit from the demand for high-speed data transmission. In the future, data transmission between AI servers will require a large number of high-speed optical transceiver modules, which are responsible for converting electrical signals into optical signals and transmitting them through optical fibers, and then converting the received optical signals back into electrical signals.