お知らせ • 3h
FS Launches B300 AI Networking Solution FS, a provider of high-performance and easy-to-deploy networking solutions, announced the launch of its 800G AI Networking Solution for NVIDIA B300 GPU clusters. Built on a 51.2T RoCEv2 Ethernet architecture, the solution is designed to deliver the high bandwidth, ultra-low latency, and scalable lossless connectivity required for large-scale AI training environments. Large-scale AI training places increasingly stringent demands on bandwidth, latency, congestion control, and horizontal scalability, making it difficult for traditional network architectures to meet the dual requirements of performance and stability in modern AI data centers. FS has developed its B300 solution based on 800G Ethernet and a lossless Spine-Leaf fabric architecture. This solution provides a stable, high-performance, and easily scalable network foundation for GPU clusters. It is powered by the unified PicOS network operating system, enabling consistent management across multi-device and multi-tier environments, improving network stability and security while reducing the learning curve and simplifying version upgrades and maintenance. With AmpCon management software for data center networks, FS further enables automated deployment, unified real-time monitoring, and standardized architecture management for AI networks, enhancing network visibility, reducing the complexity of AI data center construction and operations, and helping customers achieve more efficient operational management. Key Highlights of the FS B300 AI Networking Solution include: 51.2T high-throughput network with multi-track optimization; Efficient scalability supports large network deployments; PFC, DCQCN, shared buffers, and intelligent load balancing enable lossless network; Accelerate AI training with a dedicated RDMA storage network. The launch of the FS B300 solution highlights FS’s continuous innovation in AI networking infrastructure and provides the industry with a new high-performance Ethernet option for large-scale AI deployments. Valuation Update With 7 Day Price Move • May 11
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to HK$51.30, the stock trades at a trailing P/E ratio of 29.6x. Average trailing P/E is 25x in the Communications industry in Hong Kong. お知らせ • May 09
FS.COM Limited, Annual General Meeting, May 28, 2026 FS.COM Limited, Annual General Meeting, May 28, 2026, at 10:00 China Standard Time. Location: salon hall, 5th floor, park hyatt shenzhen, no. 5023 yitian road, futian district, shenzhen China お知らせ • Apr 30
FS Inc Launches D5110 16T Solutions for Automated DCI Deployment FS, a global provider of ICT products and solutions, announced new D5110-based Data Center Interconnect (DCI) solutions designed to simplify deployment and automate configuration for point-to-point optical connectivity over distances of up to 120 km. To address these challenges, FS introduces two D5110 Series intelligent DCI solutions featuring an integrated open line system architecture with Zero Touch Provisioning (ZTP) and intelligent auto-tuning, enabling service activation within minutes. The solutions are designed to deliver a deployment experience similar to a passive multiplexer, while maintaining the control and visibility of an active optical system. By integrating multiple functional modules into a compact 1U system, it reduces internal fiber connections by up to 90% and saves up to 70% rack space. The solution is based on the D5110-M04EC-E-ZR+ platform with a 4/8-channel architecture. It delivers a compact 1U dual-fiber design supporting 100G client services with line capacity up to 400G/800G over distances of up to 120 km, enabling simplified metro and enterprise interconnect deployment. The solution is based on the D5110-M40C4-ZR+ platform with a 40-channel architecture. It supports 1–10G NRZ and coherent services from 1G to 400G, delivering up to 16T single-fiber capacity. It is optimized for AI cluster interconnects, large-scale data center networks, and metro capacity expansion, enabling scalable wavelength-based growth and efficient fiber utilization. Together, the two solutions deliver a unified optical architecture supporting both simplified point-to-point connectivity and high-capacity DWDM scaling. With ZTP-based automation and plug-and-play deployment, along with unified management via WebGUI and AmpCon management software, the D5110 Series helps reduce operational complexity, accelerate service activation, and lower total cost of ownership in modern data center networks. The D5110 Series will continue to evolve with ongoing R&D to support single-channel 400G client-side services and integrated single-fiber bidirectional solutions in future releases. Valuation Update With 7 Day Price Move • Apr 13
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to HK$49.42, the stock trades at a trailing P/E ratio of 28.7x. Average trailing P/E is 24x in the Communications industry in Hong Kong. Board Change • Mar 20
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Jing Wang was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.