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The trade war urges a breakthrough in chip and AI innovation. This event in Zhangjiang Science City gathers various sectors to explore collaborative development paths.
① In the special event on in-depth insights into AI and chips held in Zhangjiang Science City, guests stated during the speech segment that the tariff war has impacted the chip and AI industries, but there are also positive factors for industry development; ② Edge AI and AI Agent are developing rapidly, and companies should grasp the technology development trends, utilize the characteristics of domestic computing power, seek breakthroughs in difficulties, and promote the sustainable development of the chip and AI industries.
Trending Industry Today: SHANGHAI FUDAN Leads Gains In Semiconductors Stocks
Trending Industry Today: HUA HONG SEMI Leads Gains In Semiconductors Stocks
Guosen: AI has reached an application inflection point. It is recommended to pay attention to investment opportunities in segmented fields such as Datacenter and Electrical Utilities equipment.
In 2023, the Global Datacenter IT load scale is approximately 49GW, and it is expected to reach 140GW by 2028, with a CAGR of up to 24% from 2023 to 2028.
As the semiconductor market declines, HUA HONG SEMI (01347) fell by 4.94%, and Samsung Electronics and SK Hynix have already begun to reduce NAND flash memory production.
Jinwu Financial News | The semiconductor market is declining, Innovasea (02577) dropped by 8.12%, HG SEMI (06908) decreased by 6.15%, HUA HONG SEMI (01347) fell by 4.94%, AV CONCEPT HOLD (00595) declined by 4.26%, Semiconductor Manufacturing International Corporation (00981) dropped by 3.97%. According to the Star Daily on the 11th, Samsung Electronics and SK Hynix have begun to reduce NAND flash memory production. Industry insiders revealed that in order to address the oversupply issue, Samsung Electronics and SK Hynix have been converting old NAND flash production lines to new processes since the end of last year.
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