Analyst
Key Indices



Top Stories
Sector Update | IT Hardware
Huawei hosted Huawei Connect 2026 (Advancing the Agentic World) in Shanghai, focusing on AI infrastructure for long-horizon agentic workloads. Huawei brought forward the Ascend 960 accelerator releases to 1Q27 (960DT training) and 3Q27 (960PR inference) while introducing the liquid-cooled Atlas 960E SuperPoD (4,096 NPUs, NPO over UnifiedBus), and upgraded the TaiShan 950 SuperPoDs, CloudEngine switches, and OceanStor M900 context memory storage. Top picks: ASMPT, NAURA, Han's Laser, FII.
Top Stories
Sector Update | IT Hardware
Huawei hosted Huawei Connect 2026 (Advancing the Agentic World) in Shanghai, focusing on AI infrastructure for long-horizon agentic workloads. Huawei brought forward the Ascend 960 accelerator releases to 1Q27 (960DT training) and 3Q27 (960PR inference) while introducing the liquid-cooled Atlas 960E SuperPoD (4,096 NPUs, NPO over UnifiedBus), and upgraded the TaiShan 950 SuperPoDs, CloudEngine switches, and OceanStor M900 context memory storage. Top picks: ASMPT, NAURA, Han's Laser, FII.
Analyst
Key Indices



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