NSING TECH Shares Surge in Morning Trading on AI Server Chip Supply News

Stock News06-11

Shares of NSING TECH (02701) rose more than 4% in early trading. At the time of writing, the stock was up 1.69% at HK$11.37, with a turnover of HK$22.932 million.

The company recently stated on an interactive investor platform that its MCU products for AI server power supply chips have achieved mass production and shipment. The specialized model N32H493 for optical modules is currently in the market promotion and customer testing phase.

Regarding recent announcements of a second price hike this year by major MCU manufacturers, the company indicated it had raised prices for some chip models starting in April. Future pricing strategies will be flexibly determined based on cost and supply-demand dynamics.

Analysts have previously noted that the current market for high-speed 800G/1.6T optical module MCUs is characterized by overseas dominance with domestic breakthroughs. The company has achieved key technological breakthroughs in specialized MCUs for optical modules. Its flagship model, the N32H493, is a dedicated main control chip designed for 800G and 1.6T high-speed optical modules, featuring a main frequency of up to 240MHz and integrated 1024KB dual-bank Flash memory that supports zero-service-interruption online upgrades.

This optical module MCU is currently being steadily introduced into products at several optical module manufacturers. With its high integration, high reliability, and low power consumption, it effectively enhances the energy efficiency, operational stability, and information security level of high-speed optical modules, addressing the domestic gap in high-end optical module main control chips.

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