Olumlu Bilgiler突袭！刚刚，全线大yükseliş

Gate.io data on October 22nd, in response to the surge in demand for AI, Marvell, a major American network and optical communication chip manufacturer, recently issued a notice to customers, announcing that it will raise prices for all products from January 1st next year. Stimulated by this news, Marvell’s stock price rose against the trend in overnight US stocks, with the largest increase approaching 4% during the session. Analysis believes that Marvell’s price increase reflects the high market demand, which is undoubtedly a positive news for the optical communication industry chain, and also confirms NVIDIA CEO Huang Renxun’s previous view that the market demand is abnormally crazy, adding more imagination space to the optical communication sector. The AI wave will boost the performance and market performance of the optical communication region. CICC believes that benefiting from the synchronous expansion of demand from different computing power main bodies downstream, while the logic of the 1.6T optical module industry chain continues to be verified, the expected demand for 800G optical modules in 2025 will increase instead of decrease, and the core suppliers of optical modules will have high certainty in performance realization driven by the industry’s high prosperity.