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CITIC Securities: ASIC Investment Boosts AI Network Expansion
1 day ago /
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Author：小编
CITIC Securities observes that the surge in demand for AI inference and training, coupled with the advancement of ASIC chip technology, is significantly accelerating the deployment of AI networks. This is fostering a virtuous cycle of investment, revenue generation, and reinvestment. Additionally, there is a notable trend towards upgrading interconnect components, such as optical modules and copper cables. It is advisable to keep an eye on key players within the optical module industry chain and the copper cable sector.
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