NSING TECH's stock price surged 5.02% during intraday trading on Tuesday. The significant rally was driven by multiple positive developments in the company's microcontroller unit (MCU) business, particularly its expansion into high-growth technology sectors.
The company officially launched the N32H493, a dedicated master control chip designed for next-generation 800G/1.6T high-speed optical modules. This product fills a critical gap in the domestic market for high-end optical module controller chips, an area previously dominated by overseas players with domestic penetration below 5%. NSING TECH is reportedly in discussions with leading optical module manufacturers including Innolight and Eoptolink, targeting a 15%-20% market share in the domestic high-end optical module MCU segment.
Further bolstering investor confidence, the company's N32H47x/48x series MCU software test library has obtained the IEC 61508 SIL 3 functional safety certification from SGS, achieving the highest safety integrity level. Looking forward, the company has pre-positioned its next-generation N32H5 series based on the ARM Cortex-M33 core for future 1.6T and higher-speed optical modules. The timing appears favorable as surging global AI power supply shipments have created strong demand for MCU chips, supporting the company's multi-domain mass production efforts.
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