Lates News

Guosen Securities research report stated that with the resonance of AI reasoning and training demand, as well as the maturity of ASIC chips, the wave of AI network construction is starting again. In the future, the demand for computing power and network devices will continue to thrive, and the trend of increased volume and upgrades of interconnection components such as optical modules and copper cables will become more apparent. It is recommended to focus on leading manufacturers in high-speed optical modules, optical devices, optical chips, AEC (Active Electric Cable active copper cables) / copper cables, and other directions.