Lates News

The research report from CITIC Securities stated that with the resonance of AI reasoning and training demand and the maturity of ASIC chips, the wave of AI network construction is starting again. International chip leaders such as Marvell and Broadcom's ASIC projects in hand continue to increase, and ASICs may drive the next round of Capex investment and network construction wave along with Nvidia's computing power cards. The virtuous cycle from AI investment to AI revenue and back to AI investment has been formed, and the trend of updating and upgrading components such as optical modules and copper cables has become more clear, ushering in a high level of prosperity. It is recommended to focus on leading manufacturers in the optical module industry chain, copper cables/AEC (Active Electric Cable active copper cables), and other areas.