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Sinolink Securities: Strong AI Demand, Focus on Directions with Potential to Exceed Expectations in Q3 Reports
2025-10-28 /
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Author：小编
The research report from Sinolink Securities expresses optimism about AI-PCB, core computing hardware, the Apple supply chain, and the self-reliant and controllable beneficiary supply chains. Recently, major North American firms have continuously increased their AI investments, upgraded their CoWoS demand, and placed additional orders for 800G and 1.6T optical modules, as well as AI-PCBs. With the sequential release of Q3 reports from various companies, it is advisable to pay attention to directions and companies that deeply benefit from the AI computing power supply chain, as their Q3 performance or Q4 guidance may exceed expectations.
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