Heli Tan

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Fame: 22
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Joined Aug 2024

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因为无知啊,中国A股"除了航锦科技:旗下超擎数智为Deepseek提供光模块和交换机" 涨停,其他光模块CPO股今天都被错杀了
1 day · translate
There's no hiring for Batu Kawan Plant as of now, checked through numerous job hiring page ; CIG replied to their investor that they will make major announcement in their annual report related to their Malaysia operation in April, so likely full operation is in March
1 day · translate
DeepSeek 是对光模块利好啊, 为了支持DeepSeek等大模型的运行,数据中心需要不断升级网络设备以提高数据处理和传输能力,对高速率的400G、800G甚至1.6T光模块的需求也将持续增长
1 day · translate
EG 生产的光模块和交换机 (Network Switches) 主要是出口给美国的Data Center, 所以严格来说是不会被AI 芯片在马来西亚受限制所影响
1 week · translate
Judging from statements against Biden’s prior AI executive order and against onerous AI regulations, the incoming Trump administration is likely to revoke or change the policy before that happens. Trump promote deregulation so unlikely this lengthy law will even be enacted. Let's wait for Trump inauguration next week!
1 week · translate
If we read the rules proposed carefully, US companies that build data center in overseas are not affected by the Quotas on AI Chip that includes Data Center in Malaysia.
2 weeks · translate
"Major Cloud Service Providers, Such as Microsoft, Google, and Amazon, Will Be Able to Seek Global Authorizations to Build Data Centers, a Powerful Part of the New Rules That Will Exempt Their Projects From the Country Quotas on AI Chips."

Malaysia Data Center are mainly from US companies and hence won't be affected by the rule, no reason to be worried.
2 weeks · translate
Will 2025 be the year for EG? AI and Data Center booming!

https://www.youtube.com/watch?v=Z0BSWLrut48&t=17s
4 weeks · translate
Incompetent marketing and IR team, maybe they should hire you Property King
3 months · translate
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