Telegraph

7x24 real-time news feed, auto refreshBeijing Time：

All A·Important B·Normal #RFID ✕
B
[FAST is expected to achieve localization of the entire chain around 2028] On September 26, Jiang Peng, director and chief engineer of FAST Operation and Development Center, introduced that it has taken several years to explore forward layer by layer from terminal feeds, to RF circuit amplifiers, to chips. Phase arrays and 19-beams are currently imported, and it is hoped that they will all be domestically produced around 2028. (CCTV Finance)
#chip#Futures Market Intelligence#semiconductor chip#RFID09-26 06:48
B
[Huatai Securities: AI computing power construction drives demand for vector network analyzers] On September 23, Huatai Securities research report believes that AI computing power construction promotes the accelerated upgrading of high-speed interconnections, and vector network analyzers (VNA) are expected to usher in development opportunities. Data center networks are evolving towards 800G and 1.6T, and high-speed connectors, cables and high-end PCBs continue to have higher requirements for signal integrity and yield control, which will drive the demand for VNA testing to grow. At the same time, testing is upgrading to higher frequencies, more ports, and automation, which is expected to drive up the volume and price of VNAs. We are optimistic that domestic manufacturers will achieve growth in the context of downstream demand expansion and domestic substitution with the accumulation of radio frequency and microwave technology and continuous product iteration.
#AI computing power#Computing power#AI#PCB#RFID#data center09-23 07:50
A
[Ministry of Industry and Information Technology: Deploy 400G and above high-speed transmission technology to promote the sinking of 100G optical network equipment] On September 7, the Ministry of Industry and Information Technology issued the "15th Five-Year Plan for the Development of the Information and Communications Industry". It was mentioned that the construction of computing power transmission channels should be promoted. Deploy high-speed transmission technology of 400G and above, build direct optical fiber links, and promote the deployment of 100G optical network equipment. Improve the construction of computing power Internet logo. Accelerate the collaborative development of computing and electricity. Promote the integration of the entire process of "accounting and storing network electricity carbon" resources, strengthen the normalized and automated monitoring of indicators such as energy efficiency, computing efficiency, and green power utilization, and realize the full-chain traceability of green electricity and green computing power. Promote the improvement of the "green computing power" evaluation system and study the issuance of green computing power certificates. Cultivate the computing power application market. Build a computing power service industry exchange platform and cultivate the computing power market ecosystem. Carry out computing power economic renewal actions. Organize computing power companies to carry out international exchange activities and promote multilateral cooperation and project implementation.
#optical fiber#Computing power#Futures Market Intelligence#TMT Industry Observation#Energy Industry News#RFID09-07 15:30