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  • Tozed Kangwei Lists on ChiNext, Completing the Application-end Link of Nansha’s Full Semiconductor Chain

    On October 22, Guangzhou Tozed Kangwei Technology Co., Ltd. listed on the ChiNext board of the Shenzhen Stock Exchange with stock code 301718 and an issue price of CNY 26.88 per share. This brings the total number of domestic and overseas listed companies in Nansha to 18, marking another successful outcome from the "Kunpeng Plan" incubation system. For Nansha, which is reshaping its semiconductor landscape through a full-chain logic, the listing of Tozed Kangwei signifies more than just a capita

    October 29, 2026

    Tozed Kangwei Lists on ChiNext, Completing the Application-end Link of Nansha’s Full Semiconductor Chain
  • Exclusive Interview | International NearLink Alliance Secretary-General on NearLink 3.0 and AI Era Layout

    Leike Technology AI Hardware Group | Editor: Tianxing | Supervisor: Luo Chao On October 22, 2026, the International NearLink Alliance Industry Summit themed "NearLink AI · Smart Integration of All Things" was held in Shenzhen. During the summit, the NearLink 3.0 technical standard and several related industry standards were released together, marking that NearLink technology has officially entered a new era. On October 23, Leike Technology was invited to have a discussion with Zeng Guosong, Secr

    October 29, 2026

    Exclusive Interview | International NearLink Alliance Secretary-General on NearLink 3.0 and AI Era Layout
  • Huawei AI WAN Moves to Large-Scale Commercial Deployment for Global Compute-Network Synergy

    The global AI computing infrastructure is currently entering a critical period of scaled deployment. Industry resources and attention are widely skewed toward chip performance, computing cluster scale, and large model algorithm iteration. However, few notice that the information highway supporting cross-regional flow of computing power and enabling compute-network synergy—the wide area network (WAN) foundation—is becoming an implicit bottleneck constraining the release of computing efficiency. R

    October 28, 2026

    Huawei AI WAN Moves to Large-Scale Commercial Deployment for Global Compute-Network Synergy
  • Compute-Water Synergy in Ulanqab: Balancing Computing Expansion and Regional Water Carrying Capacity

    "The end of AI is computing power, and the end of computing power is electricity," a saying widely circulated. However, another key element supporting the operation of computing power—water—has long remained out of the spotlight. The more intense the computing power, the faster the electricity meters and water meters run; heat dissipation in data centers and water consumption in power generation are becoming two rigid constraints on the expansion of computing power. On October 16, during an insp

    October 28, 2026

    Compute-Water Synergy in Ulanqab: Balancing Computing Expansion and Regional Water Carrying Capacity
  • China Telecom All-Optical Network 3.0: A 10-Year Phased Roadmap for AI Computing-Network Synergy

    Currently, AI has entered a phase of large-scale application. New technologies and businesses such as large models, agents, scientific computing, and intelligent manufacturing are iterating rapidly, driving the accelerated expansion of computing infrastructure. As of the end of June 2026, China's intelligent computing power scale reached 2185 EFLOPS (FP16), a year-on-year increase of 177%; 52 intelligent computing facilities with over 10,000 cards have been built. Computing infrastructure is acc

    October 28, 2026

    China Telecom All-Optical Network 3.0: A 10-Year Phased Roadmap for AI Computing-Network Synergy
  • China Unveils National Data Group to Break Data Silos and Standardize Data Circulation

    Yesterday, the National Data Group was officially unveiled. This marks a milestone in the market-oriented reform of data elements in China, signifying the creation of a national-level platform to coordinate public data resources and promote the circulation of data elements nationwide. Given the immense potential of the digital economy, market expectations are high. However, the higher the expectations, the more critical it is to calmly examine the strategic goals it bears, its market-oriented pa

    October 22, 2026

    China Unveils National Data Group to Break Data Silos and Standardize Data Circulation
  • After LEO Internet Constellations, Space Computing Constellations Emerge as New Mainline for Commercial Aerospace

    At 19:40 on October 14, the Zhuque-2 carrier rocket Improved Y4 carrier rocket ignited and lifted off from the LandSpace Technology liquid oxygen-methane carrier rocket launch pad at the Dongfang Commercial Space Innovation Pilot Zone, successfully sending 10 satellites into their predetermined orbits, including Adaspace's Xing Shidai-39, Xing Shidai-44 to 50, as well as Lanta Zhineng's Guangchuan-03 and Guangchuan-04. "Xing Suan" Plan Leads in On-Orbit Computing Power Scale AI computing satelli

    October 16, 2026

    After LEO Internet Constellations, Space Computing Constellations Emerge as New Mainline for Commercial Aerospace
  • Tiered Competition in Liquid Cooling Track: Cold Plate Design Converges, Processes & Coolants Become New Competitive Barriers

    As the power consumption of AI servers continues to rise, liquid cooling has shifted from an optional choice to a mandatory requirement for data centers. This transition left a complete trace in the disclosure windows of the 2025 annual reports and the 2026 semi-annual reports: who is investing in R&D, where the investments are directed, and how far the progress has reached. Taking 16 A-share manufacturers with existing liquid cold plate R&D or products as samples, and based on the R&amp

    October 16, 2026

    Tiered Competition in Liquid Cooling Track: Cold Plate Design Converges, Processes & Coolants Become New Competitive Barriers
  • SAEP Public Notice Period Concludes for Doubao Mobile Assistant; Over 150 Apps Reject Screen Automation

    On October 14, "Doubao Mobile Assistant" announced that the 30-day public notice period for the Screen Automation Declaration Protocol (SAEP) launched by Doubao Mobile Assistant has concluded, and it will now gradually open up screen automation operation permissions for third-party applications. After the public notice period, developers can still declare their refusal at any time, and the relevant operations will be promptly disabled. Doubao Mobile Assistant has listed the applications that hav

    October 16, 2026

    SAEP Public Notice Period Concludes for Doubao Mobile Assistant; Over 150 Apps Reject Screen Automation
  • Hollow-Core and Multi-Core: The Direction of Next-Generation Optical Fibers

    Hollow-core optical fiber is not a new concept, but it was only in recent years that it stepped out of laboratory papers and became an option on operators' bidding lists. Its core proposition is simple yet bold: since the loss, nonlinearity, and latency of glass are approaching their limits, let the light leave the glass and return to the air. Traditional optical fibers trap light in a silica core, while hollow-core fibers use a microstructured cladding to surround a hollow channel, where light

    October 15, 2026

    Hollow-Core and Multi-Core: The Direction of Next-Generation Optical Fibers
  • Where Are the Opportunities for NearLink After Becoming a National Standard?

    Recently, the State Administration for Market Regulation (Standardization Administration of China) released the latest batch of national standard announcements, which include the series of national standards for the 'NearLink Wireless Communication System' (GB/T 48336.101—2026, etc.). These standards will be officially implemented on April 1, 2027. It has taken NearLink six years to carve out a native Chinese route from the fragmented short-range communication landscape characterized by 'multipl

    October 15, 2026

    Where Are the Opportunities for NearLink After Becoming a National Standard?
  • 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

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