China Optics: Lightelligence Chairman Visit

Goldman Sachs hosted a site visit with the Chairman of Lightelligence (1879.HK) to discuss optical interconnect and computing solutions for AI infrastructure.

Key Takeaways

• 1.Lightelligence provides scale-up interconnect solutions (EPS, OCS, and NPO/CPO) to support increased computing power within AI nodes while minimizing latency and power consumption.
• 2.The company maintains competitive advantages through its early entry into optoelectronic computing, complex chip design capabilities (e.g., PACE 2), and strategic partnerships with foundries and OSATs.
• 3.The roadmap for optical computing products (PACE 2 to PACE 3) aims for large-scale commercialization to support AI inference and LLM decoding with superior energy efficiency.

Table of Contents

• Key takeaways
• Disclosure Appendix
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Ratings, coverage universe and related definitions
• Global product; distributing entities
• General disclosures

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