On January 21, CITIC Construction released a research report highlighting that geopolitical tensions have paved the way for substitution opportunities in domestically manufactured semiconductors. Notably, the performance of next-generation computing chips and server cabinets from companies like Huawei, Cambrian, and Hygon has witnessed a swift enhancement, accompanied by the gradual refinement of their ecosystems.

CITIC Construction's analysis reveals that, spurred by the burgeoning demand for AI and a concurrent contraction in supply, storage chip prices are on an upward trajectory. This trend is propelling substantial growth in the performance of enterprises across the global storage industry chain. The report anticipates an acceleration in the construction of storage production lines and an increase in the localization rate, thereby underscoring promising investment avenues in areas such as semiconductor equipment and packaging & testing within the domestic storage chain.

As the process of domestic substitution gathers momentum and storage production capacity expands, domestically produced equipment, components, and materials are poised to reap significant benefits during the new cycle of capital expenditure.