6G and AI Surge… Nasdaq Communication Equipment Stocks See Market Cap Increase by 1 Trillion Won in a Day

Viavi Solutions Inc. (NASDAQ: VIAV), a U.S. telecommunications test-equipment provider, surged 8.07% on the Nasdaq to close at $35.96.

Trading volume swelled to 4.95 million shares, lifting its market capitalization to roughly $8.3 billion (about ₩11 trillion)—an increase of approximately $730 million (nearly ₩1 trillion) in a single day.

The rally comes after Needham substantially raised its price target from $28 to $36 while maintaining a “Buy” rating, and following news that Viavi and NTT Docomo successfully demonstrated AI-based 6G network control technology, heightening growth expectations.

At the OFC 2026 conference, Viavi also unveiled a high-density testing platform for 1.6T Ethernet and new AI data-center and fiber-optic monitoring products, positioning itself as a key beneficiary of next-generation data-center investments.

Viavi Solutions supplies optical and wireless network testing and monitoring equipment to telecom carriers, cloud providers, and aerospace and defense customers. In 2025, it expanded its data-center and AI-infrastructure footprint by acquiring Spirent’s high-speed Ethernet and network-security testing assets. In fiscal 2026, the company has delivered double-digit quarterly revenue growth while pursuing both restructuring and growth-investment strategies.