At present, a pervasive shortage plagues the entire supply chain of high-end computing power. Orders for some enterprises in this sector are already fully booked up to three years ahead, underscoring the market's vibrant growth. Resources at downstream intelligent computing centers are in scarce supply, while the midstream system integration segment is experiencing a flurry of order releases. Several computing power service providers have witnessed a rapid surge in their orders for two consecutive years, with some seeing a tenfold increase in corporate clients. The upstream chip segment has also encountered a significant uptick in demand, characterized by a simultaneous rise in both volume and prices. According to research, the demand for domestic AI chips is projected to reach around 4 million units by 2026. However, actual deliveries are anticipated to be only 3 million units, leaving a capacity gap (production capacity gap) of one million units. The industry holds the view that domestic chips are in a robust upward trajectory within the high-end AI domain. Recently, financial reports from several domestic chip companies have collectively demonstrated growth.