Suzhou Dongshan Precision and Yuanjie Semiconductor both hit limit-down; optical chip index falls over 4%

The synchronized limit-down in two of the optical supply chain's most closely watched names, with no stated cause, points to a sector-wide de-rating rather than company-specific news. That matters because optical chips and modules sit at the center of China's AI infrastructure buildout, so a sharp move here can spill over into sentiment on adjacent hardware themes. Whether the selling reflects positioning unwinding or a genuine reassessment of demand is the open question, and the absence of any disclosed catalyst leaves that unresolved.