Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The white paper discusses the urgent need for high-performance networks to support the growing demands of AI and HPC, particularly in terms of scalability, stability, and performance [5][6] - It highlights the challenges faced by high-performance data center networks (HP-DCN) and high-performance wide area networks (HP-WAN) in meeting the requirements of large-scale AI model training and high-performance computing [11][23] - The report emphasizes the importance of a multi-dimensional automated operation and maintenance system to ensure network reliability and performance [17][19] - It outlines the necessity for scalable security mechanisms to protect sensitive data in increasingly large and complex network environments [21][22] Summary by Sections 1. Introduction - The introduction outlines the transformative impact of AI and HPC on network technology, emphasizing the need for enhanced network performance to support large-scale AI model training [5][6] 2. Terminology and Abbreviations - A list of relevant abbreviations and their meanings is provided, which aids in understanding the technical content of the report [7][9] 3. Key Requirements and Challenges of High-Performance Networks - **High-Performance Data Center Networks (HP-DCN)**: The report discusses the need for ultra-large-scale networking capabilities, highlighting challenges such as switch access capacity limitations and network topology constraints [11][12] - **Ultra-High Stability**: Stability is crucial for distributed systems like AI and HPC, with metrics for network availability and performance consistency being essential [13][14] - **Extreme Performance**: The report details the need for ultra-low latency, minimal jitter, and effective high throughput to maximize cluster computing efficiency [15][16] - **Multi-Dimensional Automated Operation and Maintenance**: A comprehensive monitoring system is necessary to address the complexities of AI model training networks [17][18] - **Scalable Security Mechanisms**: The report stresses the importance of integrating security into network operations to protect sensitive data [21][22] 4. High-Performance Network Technology Architecture - **Current Status and Trends**: The architecture of intelligent computing center networks is evolving, with a focus on end-to-end integration to enhance performance [26][27] - **ZTE's High-Performance Network Architecture**: ZTE's architecture aims to support ultra-large-scale, high-throughput, and low-latency networks while ensuring operational efficiency [30][31] 5. Key Technologies for High-Performance Data Center Networks - **Ultra-Large-Scale Networking Technologies**: The report discusses the need for high-capacity switches and scalable routing protocols to support large GPU clusters [36][39] - **Routing Protocols**: Various routing protocols are evaluated for their effectiveness in large-scale intelligent computing centers, with BGP and RIFT being highlighted [48][50]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全 部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 ASMPT LIMITED （於開曼群島註冊成立之有限公司） （股份代號：0522） 二零二四年第三季度業績新聞稿 有關 ASMPT Limited 及其附屬公司截至二零二四年九月三十日止九個月業績的 新聞稿附載於本公告。 承董事會命 董事 黃梓达 香港，二零二四年十月三十日 於本公告日期，本公司董事會成員包括獨立非執行董事： Orasa Livasiri 小姐（主 席）、樂錦壯先生、黃漢儀先生、鄧冠雄先生、張仰學先生及蕭潔雲女士；非 執行董事： Hichem M'Saad 博士及 Paulus Antonius Henricus Verhagen 先生；執行 董事：黃梓达先生及 Guenter Walter Lauber 先生。 ASMPT 的董事對本公告所載資料的準確性共同及個別地承擔全部責任，並在作 出一切合理查詢後確認，據其所知，本公告所表達之意見乃經審慎周詳考慮後 始行發表。本公告並無遺漏其他 ...