Industry News

At the 2025 Cloud Computing and Big Data Expo in Hangzhou on September 24, Lenovo unveiled its comprehensive AI strategy, spanning "device - infrastructure - solutions," under the theme of "Hybrid AI: Empowering Innovation and Productivity." This included a groundbreaking "dual-loop" phase-change immersion cooling system with a PUE as low as 1.035, setting a new industry record; a robust hardware portfolio featuring the Tianwei WA7880a G3 server and the Wanquan AI all-in-one system, supporting petascale AI computing clusters; and real-world case studies with leading organizations like Peking University and Suihong Huachuang, demonstrating its capabilities. This launch not only showcased Lenovo's technological dominance in AI infrastructure but also marked the transition of its "one horizontal, five vertical" computing strategy from concept to practical implementation, providing a replicable model for AI transformation across various industries.

On the first day of the 2025 Consumer Electronics Show (CES) in Las Vegas, NVIDIA founder Jensen Huang made a grand debut with the RTX 50 series graphics cards. This new product line, built on the Blackwell architecture, rocked the industry. The flagship RTX 5090, boasting 92 billion transistors and 2,375 TOPS of AI computing power, doubled the performance of the previous-generation 4090. Even more disruptive, the entry-level RTX 5070, at a price of $549, matched the performance of the previous-generation flagship. The implementation of cutting-edge AI technologies like DLSS 4 multi-frame generation and neural network shading marked the official entry of the graphics card industry into a new era dominated by AI rendering. The release window, which opened on January 30th, has already sparked a global rush among gamers and creators.

On July 2, 2025, HPE completed its $14 billion acquisition of Juniper, an 18-month deal that not only created the world's second-largest networking equipment vendor with annual revenue of $12.6 billion, but also reshaped the industry landscape on the eve of the AI ​​infrastructure boom. During the initial 100-day integration period, HPE quickly launched an AI-powered security networking portfolio combining Aruba and Juniper technologies, with its SRX 4700 firewall setting a new industry record for throughput at 1.4 Tbps, directly challenging Cisco. However, the US Department of Justice's mandated divestiture of $800 million worth of business, regulatory clauses requiring the open-sourcing of core AI technology, and the risk of underwhelming results from technology integration, mean that this "merger of equals" harbors hidden risks beneath its glamorous facade. The global networking industry is thus facing unprecedented changes in decades.

The Chinese networking equipment market is poised to surpass 380 billion yuan in size by 2025, entering a period of significant growth.  International networking equipment giant Juniper Networks is experiencing a notable shift in its market share. While its share in the dual-speed Ethernet switch market has halved along with other international brands, it has achieved growth in the high-end carrier-grade router and server Storage Area Network (SAN) segments. Data shows that by aligning with the SRv6 technology roadmap and collaborating with local partners, Juniper secured a 15% share of the carrier-grade equipment procurement market in 2024, a 4 percentage point increase from the previous year. This "surviving through diversification" strategy reflects the new survival tactics of international vendors in the face of the growing trend of local product adoption.

Moxa's TSN Ethernet switches receive the world's first TSN component certification: Moxa, a leading provider of industrial communications and networking, announced that components of its TSN-G5000 series industrial Ethernet switches have received the Avnu Alliance Time-Sensitive Networking (TSN) certification, the world's first certification for TSN components. Moxa's TSN switches can be used to build reliable, interoperable, end-to-end deterministic communications, enabling critical industrial applications to overcome the limitations of proprietary systems and deploy TSN technology.

Micron previously announced a 20-30% price hike for its memory products and suspended quoting new prices. Samsung has now followed suit, joining the price increase trend.  Samsung has urgently notified its key customers that the contract prices for its DRAM products (such as LPDDR4X, LPDDR5/5X) will surge by 15-30% in the fourth quarter, while the contract prices for NAND products like eMMC and UFS will also increase by 5-10%. Furthermore, the production capacity for DDR4 products in 2026 is expected to be only 20% of that in 2025, creating a significant supply gap. According to information from Micron's distribution channels, this wave of memory chip price hikes is expected to continue until the second quarter of 2026, indicating a period of sustained price increases in the medium to long term.

NetWare launches China's first 800Gbps firewall incorporating a domestically produced DPU chip: Beijing NetWare Information Technology Co., Ltd. has launched the NSFW-12000, China's first high-performance 800Gbps next-generation firewall incorporating a domestically produced DPU chip. The firewall, independently developed by NetWare from the underlying hardware to the upper-layer software, features a domestically produced DPU chip and the Tongxin/Kylin operating system, achieving 800Gbps throughput and a new creation rate of 5 million.