Robotechnik and FiconTEC Optical Networking Panel Update

Goldman Sachs maintains a Buy rating on RoboTechnik (300757.SZ) following a panel discussion on optical networking and AI infrastructure. The report highlights the company's leading role in SiPh assembly through its FiconTEC acquisition.

Key Takeaways

• 1.Optical networking is essential for AI infrastructure, providing the high bandwidth and low latency required for multiple chips to work together.
• 2.The trend toward Co-packaged optics (CPO) is emerging, but pluggable optical modules are expected to maintain strong growth even as CPO penetration increases.
• 3.FiconTEC (acquired by RoboTechnik) holds a unique competitive advantage as the only global provider of end-to-end ultra-high-precision Silicon Photonics (SiPh) assembly and testing solutions.

Table of Contents

• Key Takeaways
• Price Target Risks and Methodology - RoboTechnik
• Disclosure Appendix
• Target price history table(s)
• Regulatory disclosures

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