At the "Envision China Europe International Investment Fund 2026 Annual Investment Strategy Conference" held in Shanghai, Du Houliang, a fund manager with the China Europe International Investment Fund, forecasted a substantial surge in the demand for computing power for both training and inference processes in the domestic and international markets by 2026. He highlighted that the primary bottleneck currently lies in the supply chain, particularly since the tape-out (the final step in chip design before mass production) of domestically produced chips still heavily depends on overseas foundries. It is projected that a significant supply-demand mismatch will arise in 2026, underscoring the urgent need for domestic foundries of high caliber to expedite technological advancements and capacity expansions. Additionally, Du Houliang expressed his belief that AI applications, innovative software solutions, and the untapped potential for real-world (physical-world) applications are poised to become prominent trends in 2026.