According to the Huatai Securities Research Report, the construction of AI computing power will accelerate the upgrading of high-speed interconnections, and vector network analyzers are expected to usher in development opportunities. Data center networks evolve to 800G and 1.6T, and the requirements for signal integrity and yield control of high-speed connectors, cables, and high-end PCBs continue to increase, which will drive demand for VNA testing to grow. At the same time, testing is being upgraded to higher frequencies, more ports, and automation, which is expected to drive VNA volume and price to rise sharply. I am optimistic that domestic manufacturers will use the accumulation of RF microwave technology and continuous product iteration to achieve growth in the context of downstream demand expansion and domestic substitution.

According to the Huatai Securities Research Report, the construction of AI computing power will accelerate the upgrading of high-speed interconnections, and vector network analyzers are expected to usher in development opportunities. Data center networks evolve to 800G and 1.6T, and the requirements for signal integrity and yield control of high-speed connectors, cables, and high-end PCBs continue to increase, which will drive demand for VNA testing to grow. At the same time, testing is being upgraded to higher frequencies, more ports, and automation, which is expected to drive VNA volume and price to rise sharply. I am optimistic that domestic manufacturers will use the accumulation of RF microwave technology and continuous product iteration to achieve growth in the context of downstream demand expansion and domestic substitution.