Core Viewpoint - The recent surge in Shanghai Fudan's stock price, attributed to the rapid development of the low-orbit satellite industry in China, highlights the potential benefits for companies in the related supply chain [1] Industry Summary - The commercial aerospace sector is experiencing significant catalysts, driven by national top-level design and supportive policies, which are expected to accelerate the development of the low-orbit satellite industry in China [1] - Companies involved in satellite manufacturing, launching, and networking face complex technological requirements, particularly regarding the stability, durability, and radiation resistance of chips [1] Company Summary - Fudan Microelectronics, a leader in high-end FPGA technology in China, emphasizes the advantages of FPGA chips, which are essential for space satellites due to their flexibility, high parallelism, and low latency [1] - The company identifies FPGA as an ideal solution for various fields, including wired and wireless communication, low-orbit satellite communication, video imaging, industrial control, artificial intelligence, and high-reliability applications [1]
上海复旦一度涨超13% 商业航天催化密集 FPGA芯片为太空卫星标配