News
The expansion of AI computing power is driving up interconnect demand, with Evercore expressing optimism about the prospects of several semiconductor manufacturers.
1+ hour, 57+ min ago (469+ words) Thelatest research from investment banks shows that networking and optical interconnects in AI computing power infrastructure remain the key bottlenecks for system scalability, and related manufacturers are expected to continue benefiting in terms of both revenue and profit. - The expansion…...
From GPUs to Fiber Optics: The Underlying Logic Behind the Record Highs of the Three Major Players in the U.S. Optical Module Sector
2+ hour, 37+ min ago (474+ words) When computational density increases tenfold, the demand for optical interconnects does not grow linearly but non-linearly. This is because the larger the cluster size, the complexity of connections between nodes grows quadratically. Consequently, the growth rate of the optical communication…...
The concept stocks of optical communication in the Hong Kong stock market surged! Changfei's market capitalization exceeded 100 billion Hong Kong dollars after a significant rise. Key enterprises in Optics Valley continued operations during the Spring Fes
16+ hour, 2+ min ago (32+ words) Asdata centers evolve toward hyperscale clusters, the commercialization of high-speed optical modules at 1.6T and even 3.2T is accelerating, with continuous breakthroughs in advanced technologies such as silicon photonics and CPO....
Prices are surging, and supply is nearing exhaustion! The shortage of memory chips is intensifying, with analysts issuing warnings.
6+ day, 16+ hour ago (546+ words) According to Bloomberg, tech industry leaders including Musk and Cook are increasingly warning that a global crisis is brewing: a shortage of memory chips is beginning to impact corporate profits, disrupt company plans, and drive up prices for products ranging…...
Apple suddenly announced an offline experience event: to be held simultaneously in three cities on March 4th.
6+ day, 18+ hour ago (422+ words) Apple announced that it will hold offline events on March 4, 2026, in Shanghai, New York, and London, which will be conducted simultaneously on the day of the event; "The invitation did not reveal any clues about product design, and analysis suggests…...
Plug Power Inc. (NASDAQ:PLUG) Not Lagging Industry On Growth Or Pricing
1+ week, 4+ hour ago (12+ words) Plug Power Inc. (NASDAQ:PLUG) Not Lagging Industry On Growth Or Pricing...
Five Key Highlights from the Storage Giant's Q4 Earnings Report: Current Cycle Strength Surpasses the 2017-18 'Cloud Boom Cycle'
1+ week, 10+ hour ago (735+ words) As leading storage companies release their Q4 earnings reports, a clear signal is emerging: the storage industry has not only emerged from its downturn but, driven by the AI wave, has embarked on an exceptionally strong 'super cycle.' In their research…...
The AI frenzy erases cyclical memory: When Sandisk surged 12-fold, who still recalls the previous crash?
1+ week, 6+ day ago (228+ words) The report notes that AI-driven storage demand is the core driver of this round of growth. As memory prices continue to rise, Sandisk has transitioned from a cash-burning state in 2024 to generating nearly $1 billion in free cash flow last quarter....
Gurman reveals Apple is set to unleash a wave of new product releases: iPhone 17e and new iPads to aggressively target emerging markets.
2+ week, 3+ hour ago (734+ words) Gurman stated in a post that Apple will release a series of new products in the coming weeks, including the iPhone 17e, upgraded iPads, and a brand-new Mac; "The iPhone 17e will feature the A19 chip and MagSafe wireless charging, with the price…...
All-time high! Counterpoint: Global memory chip sales surged 90% QoQ in Q1.
2+ week, 5+ hour ago (247+ words) In the first quarter of 2026, global memory prices surged by 80% to 90% quarter-on-quarter, setting an unprecedented record for price increases; "The profitability of memory chips is expected to reach an unprecedented level, with DRAM operating profit margins already reaching approximately 60% in…...