Cinda Securities pointed out that AIGC promotes the switch of AI industrialisation from software to hardware, the semiconductor + AI ecology is gradually clear, and AI chip products will be implemented on a large scale. The core of the hardware side includes AI chips/GPU/CPU/FPGA/AISoC, etc. In AI chips, computing power and information transmission rate become key technologies, and the balance of chip performance and cost also drives the surrounding ecology, including Chiplet/advanced packaging/IP and other industrial chains to benefit. It is recommended to pay attention to Cambrian, Jingjia Micro, Loongson Zhongke, Haiguang Information, Ziguang Guowei, Fudan Microelectronics, Anlu Technology, Rockchip, Amlogic, VeriSilicon, Montage Technology, Changdian Technology, Communications Fuwei Electronics, etc.
Cinda Securities: AI Chip Products will Achieve Large-scale Landing with Clear Semiconductor + AI Ecology
Cinda Securities pointed out that AIGC promotes the switch of AI industrialisation from software to hardware, the semiconductor + AI ecology is gradually clear,
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