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CITIC Construction Investment has highlighted that TSMC, the world's foremost manufacturer of advanced chips and a collaborator with NVIDIA, has experienced a notable uptick in sales. This surge underscores the robust demand for AI chips. As artificial intelligence (AI) permeates diverse sectors, the need for computing power escalates. Furthermore, emerging application scenarios are propelling an explosive growth in computing power requirements. Consequently, the AI chip market is poised for rapid expansion. The semiconductor industry stands as a pivotal arena in technological rivalry, with semiconductor equipment playing a pivotal role. The ongoing Sino-US technological standoff may expedite the process of domestic substitution, with significant substitution potential evident in areas characterized by low localization rates.
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