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Galaxy Securities: Domestic GPU Development Poised to Accelerate, Boosting Demand for IC Manufacturing, Equipment, and Materials
5 day ago /
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Author：小编
Galaxy Securities has noted that, despite persistent worries regarding an AI bubble, the field of artificial intelligence is still very much in its nascent phase. Major U.S. internet firms boast robust financial health and exhibit significant potential for future increases in capital expenditure. With domestic GPU enterprises like MetaX, Moore Threads, and Biren Technology progressively making their way into the capital market, the pace of domestic GPU development is anticipated to quicken. This, in turn, is expected to spur growth in the demand for integrated circuit (IC) manufacturing, along with the associated equipment and materials.
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