Huafeng Technology: From Copper to Optical, an AI Computing Power Connection Platform Company!

English summary

### Huafeng Technology: From Copper to Optical, an AI Computing Power Connection Platform Company! Time: 2026-07-29 16:24:00 Content: A copper + optical connection platform company! Looking at RMB 200 billion! 1. AI super nodes + server-side high-speed cable modules + CPU sockets, contributing RMB 120 billion market cap! Super-node cabinet backplane connectors: from Huawei to CSP suppliers. In Huawei Ascend supply, the company maintains its position as the primary supplier, expected to hold a 50% share this year (Customer H has huge demand over the next three years). #950 product is rapidly ramping up and is in short supply, targeting a monthly production of 10,000 sets in Q3 and 40,000 sets in Q4 (recently added). Meanwhile, domestic super-node cabinet talent mainly comes from Huawei, and the company leverages this advantage to enter CSP vendors: 1) Alibaba: won bids on the Xuanwu 1.0-3.0 platforms, with an order scale of RMB 1 billion over 3 years; 2) ByteDance: multiple projects advancing, ramping up in the second half of the year, with #a single project potentially reaching RMB 3 billion+ (recently added). …