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  • China’s LEO Satellite Internet Milestone: North‑South Pole Video Test Paves Way for Large‑Scale GW Constellation Deployment

    By Zhou Deqing, Kegong Liliang At 3:27 a.m. on October 10, the Long March 12 carrier rocket lifted off from the Hainan Commercial Space Launch Site, sending the 27th batch of low Earth orbit (LEO) satellites for the satellite internet into their predetermined orbits. Only 17 days had passed since the launch of the previous batch of satellites. China is accelerating the construction of its own satellite internet. Between these two launches, a communication test conducted at the North and South Po

    October 12, 2026

    China’s LEO Satellite Internet Milestone: North‑South Pole Video Test Paves Way for Large‑Scale GW Constellation Deployment
  • 10-Gigabit Optical Network Passes National Pilot Acceptance: 50G PON Powers F5G-A, Industry Moves from Verification toward Commercial Rollout

    In April 2026, the Ministry of Industry and Information Technology (MIIT) announced the completion status of the 10-Gigabit optical network pilot projects: 136 projects across residential communities, factories, and parks nationwide passed the review, completing the established pilot tasks. This pilot, which lasted for over a year, has transformed the 10-Gigabit optical network from a concept in standard documents and press conferences into a practical, acceptable, and evaluable live network eng

    October 9, 2026

    10-Gigabit Optical Network Passes National Pilot Acceptance: 50G PON Powers F5G-A, Industry Moves from Verification toward Commercial Rollout
  • CAICT 2026 Report: China’s Cumulative eSIM Connections Exceed 230 Million; Smartphone eSIM Penetration Lags Behind North America and Europe

    In October 2025, the three major telecom operators received approval from the Ministry of Industry and Information Technology (MIIT) for the commercial trial of eSIM on mobile phones. Brands such as Apple, Huawei, OPPO, and Honor have subsequently launched eSIM-supported models one after another. More than a year has passed, but how many people have you seen applying for eSIM at business halls? The "eSIM Industry Development Research Report (2026)" released by the China Academy of Information an

    October 9, 2026

    CAICT 2026 Report: China’s Cumulative eSIM Connections Exceed 230 Million; Smartphone eSIM Penetration Lags Behind North America and Europe
  • Solving Three Major Campus Network Pain Points: Huawei Galaxy AI 10G Office Network for Xiamen ITG Center

    Today, digital and intelligent transformation has become the core engine for the high-quality development of state-owned enterprises (SOEs). The State-owned Assets Supervision and Administration Commission (SASAC) of the State Council has explicitly required SOEs to accelerate the construction of new digital infrastructure and upgrade the foundation for office and campus operations. Concurrently, the country is advancing the large-scale deployment of IPv6, requiring the network transformation an

    September 30, 2026

    Solving Three Major Campus Network Pain Points: Huawei Galaxy AI 10G Office Network for Xiamen ITG Center
  • Chixin Semiconductor Secures Over CNY 200M Series A+ Financing; UWB Evolves Into Spatial Sensing Foundation for Physical AI

    Recently, Changsha Chixin Semiconductor Technology Co., Ltd. (hereinafter referred to as "Chixin Semiconductor") officially announced the completion of its Series A+ funding round of over CNY 200 million. This round was led by Shanghai Yanpu Precision Technology (Group) Co., Ltd., with joint investments from Hunan Jinxia Shengshi Equity Investment Fund, Shanghai Quectel Communication Technologies Co., Ltd., and Changsha Lushan Investment Holding Group Co., Ltd. Looking solely at the funding amou

    September 28, 2026

    Chixin Semiconductor Secures Over CNY 200M Series A+ Financing; UWB Evolves Into Spatial Sensing Foundation for Physical AI
  • 2026 PT Expo Review: The Bellwether of ICT Industry, Translating the 15th Five-Year Plan Blueprint Into Tangible Industrial Exhibits

    Every September, the PT Expo arrives on schedule at the China National Convention Center in Beijing. As the longest-standing and most significant annual exhibition in China's information and communications industry, it has always been known as a bellwether for the sector. The 2026 PT Expo is somewhat different. This is the inaugural year of the 15th Five-Year Plan, and also the first national-level industry exhibition following the release of the opinions on innovative development of AI (Artific

    September 24, 2026

    2026 PT Expo Review: The Bellwether of ICT Industry, Translating the 15th Five-Year Plan Blueprint Into Tangible Industrial Exhibits
  • Huawei Unveils the World’s First 3D Data Center: Vertical Stacking Reshapes AIDC Infrastructure Paradigm

    Author | Yang Jingli Editor | Li Shuiqing Zhidx reported on September 22 that recently, Huawei unveiled the world's first 3D data center, reshaping the AIDC infrastructure architecture through engineering innovation. By replacing horizontal layout with vertical stacking and decoupling the cooling, power supply, backup power, and IT equipment into separate layers, it drives the transformation of AIDC construction from customized engineering to productized delivery. This provides a new pathway to

    September 23, 2026

    Huawei Unveils the World’s First 3D Data Center: Vertical Stacking Reshapes AIDC Infrastructure Paradigm
  • ZTE Showcases 6G, Space-Air-Ground Integration & AI-Native Networks at PT Expo

    As a strategic layout in the "15th Five-Year Plan for the Information and Communication Industry" and a vital component of the national "Six Networks", the "Next-Generation Communication Network" has become a core topic in the information and communication industry. The next-generation communication network is no longer just a simple data transmission pipeline, but a major information artery supporting the large-scale implementation of AI agents and Token businesses. On September 22, the 2026 Ch

    September 23, 2026

    ZTE Showcases 6G, Space-Air-Ground Integration & AI-Native Networks at PT Expo
  • Volume & Price Rise Together: Optical Fiber Industry Shifts From Telecom Cycle to AI Computing Power Cycle

    On September 16, optical fiber concept stocks surged collectively. Zesum Technology hit the 20% daily limit up, while Sinochem International, Colibri Technologies, Etern Company Limited, GRINM Advanced Materials, and others hit the daily limit up. EverProX Technologies, Jpt Opto-Electronics, Ceyear, and others surged over 10%. A few days ago, the centralized procurement price for China Mobile's ordinary optical cable products saw an actual price increase of 90% compared to the previous round, wi

    September 20, 2026

    Volume & Price Rise Together: Optical Fiber Industry Shifts From Telecom Cycle to AI Computing Power Cycle
  • Aikow Finishes IPO Counseling Acceptance; Carves Niche as Mainland’s Top Shipper of Non-mobile Data Transmission Wi-Fi Chips

    On September 16, 2026, the CSRC website disclosed that Aikow Technology (Shanghai) Co., Ltd. has completed its IPO counseling and listing preparation. Its counseling status has been updated to 'Counseling Acceptance,' with CITIC Construction Investment Securities as the sponsoring institution. From the filing initiation on January 17, 2026, to the acceptance completion in September, this wireless chip design company, founded in 2018 and headquartered in Zhangjiang, has completed the most critica

    September 20, 2026

    Aikow Finishes IPO Counseling Acceptance; Carves Niche as Mainland’s Top Shipper of Non-mobile Data Transmission Wi-Fi Chips
  • Integrated Space-Air-Ground Network: The Three-Dimensional Communication Architecture Powering 6G Ubiquitous Global Connectivity

    Have you ever experienced these frustrations? Driving through the magnificent Northwest, your mobile signal suddenly disappears~ ✈ Flying at an altitude of 10,000 meters, unable to send messages~ Vacationing by the sea, suddenly losing internet connection and missing important notifications~ ⚡ A disaster strikes suddenly, communication is interrupted, and you lose contact with family and friends~ Don't worry. A future communication architecture named the [Integrated Space-Air-Ground Network] is

    September 19, 2026

    Integrated Space-Air-Ground Network: The Three-Dimensional Communication Architecture Powering 6G Ubiquitous Global Connectivity
  • ASR Microelectronics Financial Turnaround: H1 2026 Turns Profitable; Cumulative Chip Shipment Tops 1.6bn

    Recently, ASR Microelectronics has submitted its prospectus to the Hong Kong Stock Exchange, planning to list on the Main Board via an IPO. According to the plan, the funds raised from this IPO will be used to enhance R&D capabilities and expand the product portfolio. Founded in 2015 and located in Zhangjiang, Shanghai, ASR Microelectronics is a platform-based chip company providing wireless communication and ultra-large-scale chips. It has established multiple R&D and support centers in

    September 19, 2026

    ASR Microelectronics Financial Turnaround: H1 2026 Turns Profitable; Cumulative Chip Shipment Tops 1.6bn
  • Tibet Lands First 5th-Gen RISC Thousand-Card Cluster

    In early autumn on the snow-capped plateau, the sky is clear and the clouds are vast with gentle breezes. Following the "Computing Initiates a New Journey, Intelligence Resides in Mobility" Tibet Journalist Tour into Lhasa, crossing mountains and traversing river valleys, my perception of Tibet's digital industry has been completely refreshed. In the past, when mentioning the Qinghai-Tibet Plateau, people's minds conjure images of snow mountains, grasslands, and pristine tranquility—a poetic and

    September 19, 2026

    Tibet Lands First 5th-Gen RISC Thousand-Card Cluster
  • Huawei Unveils World’s First 3D Data Center: Vertical 4-layer Stacked Architecture for Large-scale AI Clusters

    Yesterday, Huawei made a major move in Wuhu, Anhui Province. At the AIDC (AI Data Center) Industry Development Conference, they unveiled the world's first 3D data center. Huawei attached great importance to this launch. Senior executives, including Wang Tao, Vice Chairman and Rotating Chairman of Huawei, and Ren Shulu, Senior Vice President and Standing Supervisor of Huawei (Ren Zhengfei's younger brother), attended the event in person to deliver speeches. What exactly is this 3D data center? Ho

    September 17, 2026

    Huawei Unveils World’s First 3D Data Center: Vertical 4-layer Stacked Architecture for Large-scale AI Clusters
  • AI Computing Boom Drives Optical Interconnection Upgrade: YOFC’s Full-stack Fiber & Component Solutions for Super-scale Intelligent Computing Centers

    Given the explosive growth of AI computing power, the optical fiber and cable industry is ushering in a new cycle of prosperity. IDC predicts that by 2026, domestic intelligent computing power will reach 1,460.3 EFLOPS, double that of 2024. According to industrial estimates by the CAICT (China Academy of Information and Communications Technology), as of June 2026, the domestic nominal intelligent computing power has reached 2,185 EFLOPS, with the implementation progress of computing power signif

    September 17, 2026

    AI Computing Boom Drives Optical Interconnection Upgrade: YOFC’s Full-stack Fiber & Component Solutions for Super-scale Intelligent Computing Centers
  • Four Atlases to Understand How China Unicom's Transformation is Implemented?

    As artificial intelligence (AI) large models, intelligent agents, and tokens become industry buzzwords, domestic operators are experiencing a profound identity shake-up: the era of merely being traffic pipelines is over. How to transform networks and computing power into tangible products, and how to balance commercial growth with ecosystem cooperation, are common questions facing telecom giants. At the 2026 China Unicom Partner Conference, China Unicom officially released the "China Unicom Ente

    September 16, 2026

    Four Atlases to Understand How China Unicom's Transformation is Implemented?
  • he Unsung MCU in AI Optical Modules: Specialization, Software-defined and Integration amid 1.6T and CPO Evolution

    Abstract: AI (Artificial Intelligence) data centers are driving the rapid evolution of optical modules from 400G and 800G to 1.6T, and a long-overlooked MCU (Microcontroller Unit) is evolving accordingly. Although it does not participate in high-speed data transmission, it handles tasks such as the CMIS protocol, firmware management, analog monitoring, fault protection, and device coordination. With the continuous addition of Flash, I3C, analog resources, and security features, optical module MC

    September 15, 2026

    he Unsung MCU in AI Optical Modules: Specialization, Software-defined and Integration amid 1.6T and CPO Evolution
  • NetForward 8Tbps Switch Chip Analysis: SerDes Breakthrough and AI Interconnect Localization

    Last week, CSC Financial released a report on the completion of the IPO counseling program for NetForward. Such milestones occur every year in the A-share market and are not exactly news in themselves. However, what NetForward does is worth highlighting—it develops network interconnect chips, which are the core components that transport data around the clock in switches, servers, and data centers. | Why This Chip Company Deserves a Second Look Over the past two years, computing power has been re

    September 14, 2026

    NetForward 8Tbps Switch Chip Analysis: SerDes Breakthrough and AI Interconnect Localization
  • Can Mountains "Sound the Alarm" Themselves Before a Debris Flow?The True Disaster IoT is About Staying Online When the Network is at Its Worst!

    On August 26, severe flash floods and debris flows struck the Himalayan region at the border of Nepal and Tibet, China. Following the collapse of glaciers and rock masses, massive amounts of ice, rocks, and mud surged into river channels, forming high-speed floods and debris flows that devastated villages, roads, bridges, and hydropower facilities along the way. As of August 28, the disaster had caused hundreds of deaths and nearly a thousand missing persons. The barrier lakes formed in the disa

    August 28, 2026

    Can Mountains "Sound the Alarm" Themselves Before a Debris Flow?The True Disaster IoT is About Staying Online When the Network is at Its Worst!
  • Computing-Power and Electricity Synergy: Why is Inner Mongolia Taking the Lead?

    In August, Hohhot already feels a hint of coolness in the morning breeze. On the vast wilderness of the Horinger New Area, cool north winds blow overhead, abundant coal lies beneath the feet, green electricity flows through the air, and surging computing power runs inside the data centers. Wind, solar, electricity, and computing power—four originally unrelated elements—have completed a historic handshake on the land of Inner Mongolia. From August 19 to 22, 2026, the media research tour on "Compu

    August 26, 2026

    Computing-Power and Electricity Synergy: Why is Inner Mongolia Taking the Lead?

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