Group 1: Cisco and Arista Networks - Morgan Stanley predicts that Cisco Systems (CSCO.US) and Arista Networks (ANET.US) will perform well in 2026 due to the ongoing construction of AI infrastructure and the expansion of Ethernet technology market share [1] - Cisco's stock price is expected to rise driven by opportunities from sovereign nations and optical business, with a target price increase from $82 to $91 [3] - Arista's market sentiment has become particularly pessimistic, but opportunities may become clearer following the release of Q1 earnings and the initiation of first deployments, potentially reversing the negative outlook [3] Group 2: Motorola Solutions - Motorola Solutions (MSI) has seen a 20% decline in stock price this year, attributed to concerns over a government shutdown, which lasted 43 days [4] - Morgan Stanley upgraded Motorola's rating from "hold" to "overweight," despite a slight target price decrease from $471 to $436, viewing the sell-off as excessive and identifying an attractive entry point [4] Group 3: Other Companies in Optical Devices - Morgan Stanley expects Corning (GLW.US), Ciena (CIEN.US), Lumentum Holdings (LITE.US), and Coherent (COHR.US) to outperform the market in 2026, driven by investments in lasers and optical devices [5] - Target prices for these companies have been adjusted: Corning from $82 to $98, Ciena from $195 to $213, Lumentum from $190 to $304, and Coherent from $150 to $180 [6]

Group 1 - Morgan Stanley predicts that several networking and telecom equipment companies will perform well in 2026 due to ongoing investments in AI infrastructure [1] - Cisco Systems (CSCO.US) and Arista Networks (ANET.US) are highlighted as having opportunities in 2026, with Ethernet technology expected to continue expanding market share [1] - Cisco's target price has been raised from $82 to $91, while Arista's target price has been slightly lowered from $171 to $159 [1] Group 2 - Cisco has secured $1.3 billion in orders, driven by strong demand for optical devices from hyperscale customers for data center interconnects [2] - Cisco's AI business revenue is projected to reach approximately $3 billion in fiscal year 2026, growing from about 2% to nearly 5% of total revenue [2] - Motorola Solutions (MSI) rating has been upgraded from "hold" to "overweight," with a target price adjusted down from $471 to $436 [2] Group 3 - Companies such as Corning (GLW.US), Ciena (CIEN.US), Lumentum Holdings (LITE.US), and Coherent (COHR.US) are expected to outperform the market in 2026 due to investments in lasers and optical devices [3] - Pricing for 800ZR, EML lasers, and other optical components is considered particularly attractive [3] - Target prices have been raised for Corning from $82 to $98, Ciena from $195 to $213, Lumentum from $190 to $304, and Coherent from $150 to $180 [3]

Core Viewpoint - Changfei Fiber's stock surged by the daily limit of 10% within three minutes of market opening, marking its fourth consecutive day of gains, closing at 82.95 yuan per share. This increase is attributed to rumors regarding the synergy between Changfei's hollow fiber products and Nvidia's Ethernet technology, which has reportedly been procured by Nvidia [1]. Company Summary - Changfei Fiber's hollow fiber products are aligned with the needs of data center construction, which is a core area for Nvidia's products. However, there is no direct supplier-customer relationship between Changfei and Nvidia [1].

Core Viewpoint - The article discusses the development trends of intelligent computing chips and edge AI chips amidst the AI boom, highlighting the challenges and solutions in testing high-speed chips and the importance of interface compatibility in consumer-side chips [1]. Group 1: Event Overview - The seminar on high-speed chip testing technology will be held on May 21, organized by Nanjing Integrated Circuit Industry Service Center (ICisC) and Keysight [1]. - The event aims to explore popular semiconductor technologies for 2025 and testing methods for high-speed chips, covering PCIe 5.0/6.0, Ethernet, MIPI, and USB technologies [1]. Group 2: Seminar Highlights - The seminar will feature expert discussions on high-speed interface testing technologies, with opportunities for attendees to ask questions [2]. - Attendees will have the chance to observe high-speed chip testing processes in the ICisC laboratory [2]. - The event encourages deep exchanges among professionals in chip design, IP, EDA, and packaging sectors [2]. Group 3: Agenda - The agenda includes a welcome speech, an introduction to ICisC platform business, discussions on key technologies and measurement of intelligent computing chips, post-silicon validation of SoC chip interfaces, challenges in consumer-side chip testing, and a technical salon [9].

Core Insights - The article discusses the development trends of intelligent computing chips and edge AI chips amidst the AI boom, highlighting the increasing demand for high-speed chips and the challenges in testing them [1] Group 1: Event Overview - The event titled "Keysight & Nanjing ICisC High-Speed Chip Testing Technology Seminar" will take place on May 21, focusing on semiconductor technologies popular in 2025 and testing methods for high-speed chips [1] - The seminar will cover topics such as PCIe 5.0/6.0 technology, Ethernet technology, MIPI, and USB technology, with live demonstrations of high-speed chip testing [1][2] Group 2: Agenda Highlights - The agenda includes a welcome speech, an introduction to the Nanjing Integrated Circuit Industry Service Center (ICisC), discussions on key technologies and measurement for intelligent computing chips, and challenges in testing consumer-side chips [9] - There will be a tea break and opportunities for free communication among participants, followed by a technical salon [9] Group 3: Participant Benefits - Attendees will receive practical gifts such as Xiaomi backpacks, with limited availability on a first-come, first-served basis [2][5][7]

Core Insights - The article discusses the development trends of intelligent computing chips and edge AI chips amidst the AI boom, highlighting the increasing demand for high-speed chips and the challenges in testing them [1] - A seminar on high-speed chip testing technology will be held on May 21, organized by Nanjing Integrated Circuit Industry Service Center (ICisC) and Keysight Technologies, focusing on semiconductor technologies popular in 2025 [1][9] Event Details - The seminar will take place on May 21 from 13:30 to 17:30 at Nanjing Jiangbei New District, featuring expert discussions on PCIe 5.0/6.0, Ethernet, MIPI, and USB testing technologies [2][9] - Attendees will have the opportunity to observe high-speed chip testing processes in the ICisC laboratory [2][9] Agenda Highlights - The agenda includes a welcome address, an introduction to ICisC platform business, discussions on key technologies and measurements for intelligent computing chips, post-silicon validation of SoC chip high-speed interfaces, and challenges in testing consumer-side chips [8][9] - The event will also feature a technical salon for in-depth discussions and networking opportunities among professionals in chip design, IP, EDA, and packaging [2][8]