Core Insights - The core viewpoint of the article highlights ZTE Corporation's significant investment in research and development (R&D) over the past 20 years, showcasing its commitment to innovation and intellectual property management [2][3] Group 1: R&D Investment and Strategy - ZTE has increased its R&D investment by over 10 times in the past 20 years, with R&D expenses projected to account for approximately 20% of revenue in 2024 [2] - By the end of 2024, ZTE will have applied for a total of 93,000 global patents, with 48.5% of its employees dedicated to R&D [2] - The company has established 11 R&D bases across the country, with over 40% of its employees holding a master's degree or higher [2] Group 2: Intellectual Property Achievements - ZTE has achieved patent coverage in 55 countries and regions globally, with 48,000 authorized patents and over 90% being invention patents [3] - The company has applied for approximately 5,500 chip-related patents and over 5,000 AI patents, with nearly 50% of the AI patents already authorized [3] - ZTE ranks among the top five global patent holders in terms of effective global patent families, having disclosed nearly 7,000 families of essential 5G standard patents [3] Group 3: Recognition and Awards - ZTE has received numerous accolades for its patent achievements, including 11 gold awards, 3 silver awards, and 39 excellence awards in the China Patent Awards, as well as 30 National Science and Technology Progress Awards [3] - The recognition reflects ZTE's systematic advantages in technology R&D, patent layout, and industrial application [3]

据中国贸易救济信息网消息，美国国际贸易委员会宣布终止对特定无源光网络设备的337调查。经过复 审，ITC确认本案不存在侵权行为，申请方未满足进口要求，也未能证明侵权或拥有专利权，导致调查 终止。这项调查最初由美国Optimum Communications Services,Inc.申请，指控中国数家公司违反美国专 利法。然而，ITC的最终裁决表明这些指控不成立，相关公司不再面临美国的进口限制。 ...

ROSH HA'AIN, Israel, April 24, 2025 /PRNewswire/ -- Ceragon (NASDAQ: CRNT), a leading solutions provider of end-to-end wireless connectivity, today announced that it will release its earnings results for the first quarter ended March 31, 2025 on Wednesday, May 7, 2025, before the market opens. The Company will host a Zoom conference call on the same day at 8:30 a.m. ET to discuss the results, followed by a question-and-answer session for the investment community. Investors are invited to register for the ca ...

Core Insights - The company is actively engaged in building digital infrastructure to support the AI era, focusing on enhancing computational power and technological innovation [1][9] - The company has participated in several significant projects that establish a robust foundation for AI technology implementation [1][4][7] Group 1: Major Projects and Contributions - The company is a key player in the Pengcheng Cloud Brain II expansion project, which is an E-level intelligent computing platform achieving international advanced AI computing levels [1] - The Zhongyuan Artificial Intelligence Computing Center project, featuring an all-flash, green low-carbon design, has a computing power of one quintillion operations per second, showcasing the company's project execution capabilities [2] - The company is involved in the construction of the Guangming Life Sciences Big Data Center, providing essential computational and data support for genomics and drug development [4] - The company contributes to the second phase of the National Supercomputing Center in Shenzhen, which will enhance computing speed and support the industrial transformation of the Greater Bay Area [7] Group 2: Technological Innovations - The company has achieved breakthroughs in key technologies, such as the air-core fiber experimental link, which offers low latency and high efficiency for massive data transmission [7] - The company has developed the IDC 4.0 cluster micro-module solution, which meets high capacity and power requirements for large intelligent data center construction [7] - The company has successfully tackled challenges in the optical connector field by developing high-density, high-integration multi-core MPO connectors, enhancing competitiveness in data center wiring [8] Group 3: Future Directions and Collaborations - The company aims to deepen its involvement in the computational infrastructure sector, enhancing technical capabilities and participating in more major projects [9] - The company plans to expand its collaborative efforts with research institutions and enterprises to tackle industry challenges and promote overall AI industry development [9] - The company is committed to supporting the digital and intelligent transformation of the economy and society, contributing to the establishment of a collaborative digital ecosystem [9]

芯线对准光纤熔接机是一种用于精确连接光纤的设备，其核心功能是在光纤熔接时确保两根光纤的纤芯完全对 齐。这种对准技术能够减少光信号在接点处的损耗，保证传输质量。芯线对准光纤熔接机使用先进的自动对准 技术来检测光纤的纤芯位置，并根据实际情况进行微调，从而实现高精度的光纤对接。 亚太地区是全球 5G 网络部署最快的市场之一，特别是在中国、日本、韩国等国家，大规模光纤基础设施的建 设为芯线对准光纤熔接机带来了巨大需求。此外，东南亚和印度等发展中市场也正在加快光纤宽带网络的普 及，从而推动熔接设备的需求增长，但东南亚和南亚仍然面临技术门槛和熟练技术人员的短缺，这限制了光纤 熔接设备的广泛使用。 随着云计算、物联网和大数据技术的快速发展，亚太地区的数据中心建设蓬勃发展。光纤通信是数据中心的核 心技术，芯线对准光纤熔接机作为光纤连接的主要设备，需求显著增加。全球科技巨头如亚马逊、谷歌等都在 亚太市场加大数据中心投资，带动熔接设备市场扩展。 光纤到户的覆盖在亚太地区正在快速扩展，尤其是在中国和日本。政府推动下的光纤宽带建设计划为市场注入 了大量需求。根据中国政府的宽带中国战略，到 2025 年，光纤到户将覆盖 95% 以上的 ...

Group 1 - Ericsson and Lenovo have reached a settlement to resolve their patent licensing dispute, which includes the withdrawal of all ongoing lawsuits and administrative proceedings in multiple countries, including the USITC [1][5] - Financial impacts from the settlement are expected to be recognized starting Q2 2025, with a remaining dispute to be resolved through arbitration [2][5] - Ericsson holds a patent portfolio of over 60,000 granted patents and invests more than SEK 50 billion annually in R&D, aiming to grow its IPR revenues through new 5G agreements and expansion into other licensing areas [3]

Core Viewpoint - ZTE Corporation has appointed Fang Rong as the new chairman, marking a significant leadership change as the company aims to adapt to the AI-driven industrial revolution and enhance its global strategy [1][6]. Group 1: Leadership Changes - On March 31, ZTE announced the election of Fang Rong as chairman and the appointment of new senior management, with Xu Ziyang continuing as president and other executives taking on key roles [1]. - Fang Rong has extensive experience in the telecommunications industry, having held various positions within ZTE since 1997, including senior vice president and board member [2][5]. Group 2: Strategic Vision - In her letter to ZTE employees, Fang emphasized the urgency of transitioning from "connectivity" to "connectivity + computing power," highlighting the need for innovation and strategic focus [6]. - The company aims to leverage AI infrastructure to enhance digital technology integration across various industries, while also committing to sustainable practices and reducing the digital divide [6]. Group 3: Market Expansion - Fang has been instrumental in ZTE's global strategy, successfully leading teams to penetrate emerging markets like India and achieve breakthroughs in high-end markets in Europe [5].

Financial Data and Key Metrics Changes - Fourth quarter revenue was $3.7 million, representing a 100% year-over-year growth compared to $1.8 million in Q4 2023 [7][25] - Full year 2024 total net revenue was $14.6 million, up from $13.7 million in 2023 [25] - GAAP gross margin increased to 56.3% in Q4 2024 from 47% in the prior quarter and negative 147.3% in the year-ago quarter [26] - Non-GAAP gross margin for Q4 2024 was 71.6%, compared to 61.7% in the prior quarter and negative 116.6% in Q4 2023 [27] - GAAP net loss for Q4 2024 was $1.6 million, or a loss of $0.37 per share, compared to a net loss of $8.9 million, or $12.48 per share, in the same quarter a year ago [29] Business Line Data and Key Metrics Changes - Product revenue from memory integrated circuits and millimeter wave products in Q4 was $3.7 million, compared to $1.5 million in Q4 2023 [25] - Full year product revenue was $14.2 million, up from $12.9 million in the prior year [26] - Operating expenses decreased by 20% year-over-year in Q4 2024, despite revenue doubling [8] Market Data and Key Metrics Changes - The demand for fixed wireless access (FWA) is projected to increase significantly, with global connections expected to reach 280 million by 2028 [11][12] - North American FWA has become the majority of all broadband net additions since 2021, with major carriers adding approximately 10.4 million FWA connections [12] Company Strategy and Development Direction - The company is focusing on diversifying its customer base and expanding its market reach across new geographies and applications [9][10] - The introduction of the Dune MMA platform for dense urban applications is gaining traction, addressing the challenges of delivering reliable connectivity in populated areas [15] - The company is optimistic about the potential of its Wave technology in tactical defense and military applications, with initial production orders expected to commence in mid-2025 [20][22] Management's Comments on Operating Environment and Future Outlook - Management noted a positive shift in customer demand and purchase orders, indicating the end of the inventory correction impacting fixed wireless access customers [13][39] - The company anticipates significant growth in MMwave revenue throughout 2025, driven by increasing order backlog and ramping customer production [24] - Management expressed optimism regarding the BEAD program, which aims to improve access to high-speed Internet and could benefit the company's solutions [19][63] Other Important Information - The company had $3.3 million in cash and cash equivalents as of December 31, 2024, compared to $1.3 million at the end of Q3 2024 [31] - Adjusted EBITDA for Q4 2024 was negative $400,000, an improvement from negative $5.9 million in Q4 2023 [30] Q&A Session Summary Question: Inquiry about the $3.6 million order and its fulfillment timeline - Management indicated that the order fulfillment will be reasonably linear throughout the year, with some weight towards the second half [36][37] Question: Trends in customer inventory and potential new orders - Management confirmed a more diversified customer base and expressed optimism about new orders coming in 2025 [38][39] Question: Engagement in military applications - Management stated that they are currently focused on a third of the potential military applications and have ongoing engagements for tactical communication [40][41] Question: Impact of AI trends on connectivity needs - Management noted that there is a growing demand for high-speed data transfer in enterprise environments, which aligns with the company's capabilities [45][46] Question: Expectations for millimeter wave sales ramp-up - Management expects a good increase in millimeter wave sales year-over-year, with some lumpiness in revenue from quarter to quarter [52][54] Question: Timeline for military applications to convert to production - Management indicated that most military opportunities are expected to convert to production in 2026, with the first application moving quickly [59][60] Question: Anticipated contributions from the BEAD program - Management expressed hope that the BEAD program will start to show effects this year, aligning with the administration's push for high-speed Internet access [62][63]

Ciena Corporation (NYSE:CIEN) Q1 2025 Earnings Conference Call March 11, 2025 8:30 AM ET Company Participants Gregg Lampf - Vice President of Investor Relations Gary Smith - President and Chief Executive Officer Jim Moylan - Chief Financial Officer Scott McFeely - Executive Advisor Conference Call Participants Adrienne Colby - Citi Meta Marshall - Morgan Stanley Amit Daryanani - Evercore Joe Cardoso - JPMorgan Simon Leopold - Raymond James Tal Liani - Bank of America Alyssa Shreves - Barclays Ruben Roy - St ...

多位华为员工向记者表示，非雇员人员并非华为正式员工，主要是指OD等外包岗位。 此次处 理的违规人数众多，其中大部分属于存储业务线 。 作 者丨倪雨晴 编 辑丨余诗棋 截至发稿，华为并未进行回应。 3月1 0日，华为内部发通知，公告了《对非雇员人员选择业务中违规事件相关责任人的处理决 定》。 本期编辑 金珊 实习生 王佳美 "10分钟只有5分钟是他讲"！吴彦祖英语课遭吐槽，课程5天已卖500万元，最新回应 官宣！王树国担任校长 刚刚，字节回应：消息不实！ SFC 21君荐读 华为在通知中称，经审计发现，ICT产品与解决方案，半导体业务部、人力资源管理部、ICT 销售与服务部、终端BG、质量与流程IT部 多人在非雇员人员选择业务中，存在安排、参与替 考、向候选人透露服务能力考察题目等违规行为 ，同时，多人通过出卖公司信息资产获利 ， 其行为严重违反了《华为员工商业行为准则》及公司相关业务管理要求。 经研究，对违规当事人予以除名，并要求其退回全部违规获利所得，按规定赔偿公司损失， 计入员工个人诚信档案。 对相关管理责任人予以严重警告、降职、工资下调、冻结个人职级 晋升、冻结涨薪、冻结干部向上任命、通报批评等相关处罚 ...