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The A-share fiber optic concept sector rallied again in the afternoon, with Yunzhong Technology hitting the 20% daily limit, Tongding Interconnect previously hitting the limit, Changguang Huaxin rising more than 10%, and Fiberhome Communications, Han

2026-05-08

The A-share fiber optic concept sector rallied again in the afternoon, with Yunzhong Technology hitting the 20% daily limit, Tongding Interconnect previously hitting the limit, Changguang Huaxin rising more than 10%, and Fiberhome Communications, Hangzhou Electric Power, and others following suit.

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2026-05-08

1. Lisa Su explains the reasons for adjusting CPU market size forecast: AI development is driving a surge in CPU demand. 2. Sources: Several large technology companies are extending offers to SK Hynix. 3. Nvidia CEO Jensen Huang: Next-generation AI

1. Lisa Su explains the reasons for adjusting CPU market size forecast: AI development is driving a surge in CPU demand. 2. Sources: Several large technology companies are extending offers to SK Hynix. 3. Nvidia CEO Jensen Huang: Next-generation AI infrastructure will require a large number of optical connections, and copper wire can no longer meet the demand. 4. Shennan Circuits: PCB business benefits from increased demand for AI computing infrastructure hardware-related products, and factory capacity utilization remains high. 5. Synology releases new RackStation series of high-performance enterprise storage products, expandable up to 64 bays. 6. Kunlun Chip initiates IPO preparation on the Science and Technology Innovation Board, with Baidu holding a 57.67% stake. 7. OpenAI's self-developed chip project encounters obstacles: Broadcom requires Microsoft to purchase 40% of the initial capacity before it will invest. 8. Rambus launches time-division multiplexing PCIe 7.0 switching chip IP, supporting large-scale expansion.
2026-05-08

Federal Reserve's Williams: Last year's economic performance was better than many people expected.

Federal Reserve's Williams: Last year's economic performance was better than many people expected.
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