NSING TECH (02701) saw its stock price rise more than 7% during the trading session. As of the time of writing, the share price has increased by 6.24% to HKD 15.83, with a trading volume of HKD 227 million.

NSING TECH and Arm China (Arm Technology (China) Co., Ltd.) jointly announced the signing of a multi-year Arm® Total Access technology licensing subscription agreement. Building upon the global Arm technology ecosystem, this partnership aims to further strengthen technical cooperation in embedded chip design and MCU product planning. By fully integrating Arm's industry-leading computing technology resources, the collaboration seeks to accelerate the innovation and advancement of domestic chip technology amidst the AI wave.

A research report from China Post Securities noted that NSING TECH has achieved a key technological breakthrough in the field of specialized MCUs for optical modules. Its flagship model N32H493 is a dedicated main control chip designed for 800G and 1.6T high-speed optical modules, featuring a main frequency of up to 240MHz. It integrates 1024KB dual-bank Flash memory, supporting online upgrades with zero service interruption. Currently, this optical module MCU is steadily progressing through product introduction at multiple optical module manufacturers. Leveraging its high integration, high reliability, and low power consumption characteristics, it effectively enhances the energy efficiency, operational stability, and information security level of high-speed optical modules, filling the gap in the domestic supply of high-end optical module main control chips.