EG is involved in manufacturing high-speed photonics module, these are applied as one of the main component in Hyperscale data center and AI infrastructure. One of their main customer CIG has multiple international clients including Google, Microsoft, and also YTL communications. Since EG is CIG's exclusive manufacturer outside of China, they are likely to be one of the main beneficiary from the current Data Center and AI gold rush.
Stock: [EG]: EG INDUSTRIES BHD
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EG is involved in manufacturing high-speed photonics module, these are applied as one of the main component in Hyperscale data center and AI infrastructure. One of their main customer CIG has multiple international clients including Google, Microsoft, and also YTL communications. Since EG is CIG's exclusive manufacturer outside of China, they are likely to be one of the main beneficiary from the current Data Center and AI gold rush.