智通财经APP获悉，国民技术(02701)午前涨超6%，截至发稿，涨6.34%，报13.08港元，成交额1.82亿港元。
消息面上，据5月6日界面新闻报道，大量海外AI电源、光通信公司，正开始大规模采购国产MCU芯片，以应对高速扩张的算力和AI电源需求。其中，国民技术今年已开始对全球顶级电源管理大厂实现批量供货，目前电源监控芯片已稳定量产，单价1.5～2美元。据了解，国民技术今年7月两款通信类芯片也将完成送样，有望成为该客户核心国产MCU合作伙伴，持续提升配套份额。
此前，国民技术官微消息称，公司正式发布面向800G/1.6T光模块的专属主控芯片N32H493，该芯片为公司针对下一代高速光模块深度自研的专用主控产品，精准匹配数据中心、AI服务器、智算中心等对算力与传输有高要求的核心场景。
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