NSING TECH (02701) rose more than 6% before noon. At the time of writing, the stock was up 6.34% to HK$13.08, with a turnover of HK$182 million. On the news front, a report from Jiemian News on May 6 indicated that numerous overseas AI power and optical communication companies have begun large-scale procurement of domestic MCU chips to meet rapidly expanding computing power and AI power demands. Among them, NSING TECH has commenced mass supply of MCU chips to a leading global power management manufacturer this year. The company's power monitoring chips have now entered stable mass production, with a unit price ranging from $1.5 to $2. It is understood that two communication chips from NSING TECH are scheduled to complete sample delivery by July this year, potentially establishing the company as a core domestic MCU partner for this client and steadily increasing its share of supporting components. Previously, NSING TECH announced via its official WeChat account the official launch of the N32H493, a dedicated master control chip designed for 800G/1.6T optical modules. This chip is a specialized, deeply self-developed product tailored for next-generation high-speed optical modules, precisely meeting the demanding requirements for computing power and transmission in core applications such as data centers, AI servers, and intelligent computing centers.
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