The unveiling of DeepSeek V3.1 heralds fresh prospects for domestic computing power capabilities. Amidst rising expectations of overseas interest rate reductions, NVIDIA and Broadcom gear up to release their quarterly financial reports, forecasting ASIC demand to surpass anticipations. The GB200/300 and B200/300 series are witnessing accelerated shipments, while industry giants Google, Amazon, and Meta anticipate deploying over 7 million ASICs by 2026. The entire AI-PCB supply chain, encompassing copper clad laminates, drill bits, drilling machines, and lithography equipment, is operating at peak capacity with prices on the rise. The M8-M9 upgrade promises a leap in value, and the expansion of mainland market leaders stands to reap significant benefits. The industry remains upbeat about the growth trajectory of AI computing power hardware, the Apple supply chain, and the realm of autonomous controllability.