**Vector Network Analyzer concept stocks surge in China on supply tightness and AI data center demand**
A new stock market concept, Vector Network Analyzer (VNA), surged on September 23, with leading stock Siglent Technologies rising nearly 70% since September 16. The rally followed reports of supply tightness for high-frequency VNAs, critical for testing signal integrity in AI data centers. Huatai Securities released a research note on September 22 citing growing demand as data center networks evolve to 800G and 1.6T. The global VNA market is projected to grow from $901 million in 2025 to $1.275 billion by 2035, according to Future Market Insights.
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Vector Network Analyzer Concept Stocks Surge on Supply Tightness and AI Data Center Demand
A new concept in the stock market, Vector Network Analyzer (VNA), has suddenly gained traction, with related stocks surging on September 23. Leading stock Uni-Trend and Rigol Technologies hit the 20% daily limit, while others like Ceyear Technologies and Transcom Instruments rose over 10%. The rally was triggered by reports of supply tightness for high-frequency VNAs, which are critical for testing signal integrity in high-speed data centers. Huatai Securities released a research report on September 22, stating that as data center networks evolve to 800G and 1.6T, demand for VNA testing is increasing due to higher requirements for signal integrity and yield control in high-speed connectors, cables, and PCBs. The report also noted that upgrades to higher frequencies, more ports, and automation could drive both volume and price growth for VNAs. According to Future Market Insights, the global VNA market is projected to grow from $901 million in 2025 to $1.275 billion by 2035, a CAGR of 3.5%. While overseas leaders like Keysight and Rohde & Schwarz dominate the high-end market, Chinese firms are gaining share through technological breakthroughs. Key listed companies include Siglent Technologies, which has seen its stock rise nearly 70% since September 16, Uni-Trend (which noted VNA products contribute less than 1% of revenue), Ceyear Technologies, Rigol Technologies, and Kunheng Shunwei.
Read sourceVector Network Analyzer Concept Stocks Surge as Supply Tightens, Led by 70% Rally
Vector Network Analyzer (VNA) concept stocks surged on September 23, with leading stocks like Unilend and RIGOL hitting the 20% daily limit, while Dingyang Technology rose nearly 70% since September 16. The rally follows reports of supply tightness in high-frequency VNAs. Huatai Securities released a research note on September 22 stating that as data center networks evolve to 800G and 1.6T, demand for VNA testing is increasing due to higher signal integrity requirements. The global VNA market is projected to grow from $901 million in 2025 to $1.275 billion by 2035, a CAGR of 3.5%, according to Future Market Insights. Chinese companies are gaining market share through technological breakthroughs. Key players include Dingyang Technology, which launched new high-resolution oscilloscopes and probes; Unilend, whose VNA products account for less than 1% of revenue; and other firms like Puyuan Jingdian, Dianke Siyi, and Kunheng Shunwei, which are developing or have released VNA products.
Read sourceVector Network Analyzer Concept Stocks Surge; Multiple Chinese Firms Disclose Product Status
Vector network analyzer (VNA) concept stocks have surged for consecutive days, drawing market attention, according to a report by People's Financial News on September 25. The report, citing Securities Times, summarizes responses from several Chinese companies on investor interaction platforms regarding their VNA businesses. Uni-Trend (优利德) stated that its 67GHz VNA is in the R&D stage at its Tianjin center, with significant uncertainty in progress, commercialization, and market adoption, and it will not materially impact near-term performance. The company already sells VNA4000 and VNA3000 series for RF testing in wireless communications, automotive electronics, and semiconductors. Ceyear Technologies (电科思仪) noted its terahertz VNA, signal generators, and spectrum analyzers are used in semiconductor testing, aerospace, and communications, but cautioned investors to refer to official announcements for financial impact. Siglent Technologies (鼎阳科技) highlighted its comprehensive product line including VNAs, oscilloscopes, and spectrum analyzers, positioning itself as one of the few global manufacturers capable of producing all four major general-purpose electronic test instruments.
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Vector Network Analyzer Concept Stocks Surge; Multiple Companies Respond on Platforms
Vector network analyzer concept stocks have surged, drawing market attention. According to Securities Times, several companies have responded on interactive platforms. Ulead stated that its 67GHz vector network analyzer is in R&D, with significant uncertainty regarding progress and market impact, and it currently sells VNA4000 and VNA3000 series for wireless communications, broadcasting, automotive electronics, semiconductors, and medical devices. Ceyear noted its terahertz vector network analyzers, signal generators, and spectrum analyzers are used in semiconductor testing, aerospace, and communications, with business impact subject to official announcements. Siglent Technologies highlighted its core business in general-purpose electronic test and measurement instruments, including vector network analyzers, and noted it is one of the few global manufacturers capable of developing and producing four major instrument types: digital oscilloscopes, signal generators, spectrum analyzers, and vector network analyzers.
Read sourceVector Network Analyzer Concept Surges in China; Leading Stock Jumps Nearly 70%
The Vector Network Analyzer (VNA) concept has suddenly gained traction in Chinese markets, with related stocks surging on September 23. Leading stock Siglent Technologies has risen nearly 70% since September 16. The surge follows reports of supply tightness for high-frequency high-speed VNAs. Huatai Securities expects that as high-end PCB layers increase and transmission rates rise, demand for VNAs will accelerate. According to Future Market Insights, the global VNA market is projected to grow from $9.01 billion in 2025 to $12.75 billion by 2035, a CAGR of 3.5%. VNAs are critical for testing signal integrity in AI computing clusters and 6G millimeter-wave applications. Among listed companies, Siglent Technologies announced new high-resolution oscilloscopes and probes. Uni-Trend noted its VNA product revenue accounts for less than 1% of total revenue. Rigol Technologies released a new VNA series in June, while Kunteng Shunwei is still in the prototype development stage.
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