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On December 2, during the trading session, computing hardware stocks staged a notable rebound. Sai MicroElectronics led the charge, surging by more than 14% to achieve an all-time high. Other companies, such as Tefa Information and Tianfu Communication, also posted gains.
In terms of news, Morgan Stanley issued a research report on December 1, indicating that the uncertainties surrounding the supply chain for Google's self-developed AI chip, the TPU, are gradually fading away. The production of this chip is anticipated to experience explosive growth over the next two years. Specifically, production is projected to climb from approximately 3 million units in 2027 to around 5 million units, marking a 67% increase. Furthermore, from about 3.2 million units in 2028, it is expected to surge to roughly 7 million units, representing an astonishing 120% increase.
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