BTC $83,212.38 -1.82%
ETH $2,669.84 -0.86%
BNB $762.44 -2.07%
XRP $1.48 -3.39%
SOL $118.28 -3.97%
TRX $0.3358 +0.63%
DOGE $0.0932 -4.13%
ADA $0.2438 -4.56%
BCH $306.24 -8.63%
LINK $15.02 +6.68%
HYPE $87.73 -4.49%
AAVE $146.69 -5.32%
SUI $1.13 -10.02%
XLM $0.2268 +4.74%
ZEC $1,460.10 -9.01%
AAPL $338.60 -0.53%
AMZN $246.23 -1.67%
GOOGL $342.37 -0.53%
MSFT $509.48 -1.55%
META $718.18 -4.12%
NVDA $228.82 +1.50%
TSLA $358.49 -3.99%
SNDK $1,711.99 -4.05%
INTC $116.05 -7.68%
SPCX $146.47 -1.61%
MU $1,054.48 -3.91%
AMD $607.28 -4.25%
BTC $83,212.38 -1.82%
ETH $2,669.84 -0.86%
BNB $762.44 -2.07%
XRP $1.48 -3.39%
SOL $118.28 -3.97%
TRX $0.3358 +0.63%
DOGE $0.0932 -4.13%
ADA $0.2438 -4.56%
BCH $306.24 -8.63%
LINK $15.02 +6.68%
HYPE $87.73 -4.49%
AAVE $146.69 -5.32%
SUI $1.13 -10.02%
XLM $0.2268 +4.74%
ZEC $1,460.10 -9.01%
AAPL $338.60 -0.53%
AMZN $246.23 -1.67%
GOOGL $342.37 -0.53%
MSFT $509.48 -1.55%
META $718.18 -4.12%
NVDA $228.82 +1.50%
TSLA $358.49 -3.99%
SNDK $1,711.99 -4.05%
INTC $116.05 -7.68%
SPCX $146.47 -1.61%
MU $1,054.48 -3.91%
AMD $607.28 -4.25%

worthy

All
Article
Flash

first_img CPO equipment supplier orders are visible until the second quarter of next year, Zhidé and Gaoming Iron are starting factory expansions

According to the Economic Daily, the shipment of optical CPO related equipment for joint packaging is increasing. Suppliers such as ZhiDe, GaoMingTie, and DongYouDa have stated that orders from Europe, America, and Asia are flooding in, with order visibility extending to the second quarter of next year, and they are simultaneously starting factory expansions. Customers' demand for high-precision motion platforms and automated optical coupling equipment is increasing, with a noticeable rise in clients from Southeast Asia, including Singapore and Malaysia, in addition to major manufacturers in Europe and America.ZhiDe stated that after receiving thousands of orders for international CPO equipment, they have recently made new gains and are negotiating cooperation on CPO alignment modules with domestic and major manufacturers in Europe and America, with overall orders initially looking at a thousand units. The company is expanding production in the Shugu Garden and Nanke Park in response to demand, expecting to launch new capacity in the fourth quarter and continue to ramp up production next year.GaoMingTie has been certified by the world's top ten optical communication brands and has secured orders for 800G and 1.6T optical module coupling alignment modules, with optical communication product revenue accounting for 79% in the first half of the year. The company has acquired about 60% equity in an optical and medical factory in Taichung, and after establishing a production assembly line, the estimated capacity can be expanded by more than double, with the Dongguan subsidiary expected to ramp up production after mid-next year. DongYouDa is collaborating with the Japanese company Junhe on CPO optical coupling equipment, with order visibility extending to the second quarter of next year, and has already initiated plans to establish factories in Vietnam, India, and Mexico, increasing capacity utilization from 70% by the end of 2025 to 80%.

Greeks.Live: This week is a macro big week, and the most noteworthy event is the cryptocurrency summit in the U.S. on Friday

ChainCatcher news, Greeks . Live macro researcher Adam posted on the X platform that the most noteworthy event this week is the cryptocurrency summit to be held in the U.S. on March 7, where every move of Trump greatly influences the cryptocurrency market. This week is a macro big week, with impactful news almost every day. This Friday, in addition to the crypto summit, there are two significant data points: the unemployment rate and non-farm payrolls, which are very worth paying attention to. Moreover, the U.S. is about to switch to daylight saving time, making it more convenient to monitor the market. On Tuesday, Trump's tariff policy on the U.S. and Canada takes effect, and there are also important economic events on other days, creating rare trading opportunities driven by events.Cryptocurrency market outlook: The cryptocurrency market rebounded significantly over the weekend, with a single tweet from Trump reversing the prolonged bearish sentiment in the crypto market. Bitcoin has returned to the fluctuation zone of $94,000, and the sudden change in market conditions caught participants off guard, shifting market sentiment from very pessimistic to very optimistic. In terms of options, the volatile market has driven a rebound in implied volatility (IV) across all maturities, with the at-the-money IV for the current month rebounding to 55%, and short-term IV soaring to 70%. The intense market movements and the uncertainty brought by multiple economic events this week will likely keep the IV at a relatively high level, but buying options remains very cost-effective.Regarding the cryptocurrency interest rate market, the Bitfinex interest rate market has been relatively stable recently, and suitable interest rate orders can be actively executed, especially during market movements, which are worth paying special attention to.
app_icon
ChainCatcher Building the Web3 world with innovations.