CITIC: Emphasis on end-side AI opportunities and industry changes brought by ASICs

CITIC CIC research report said that synthesizing the recent earnings reports of overseas technology companies, the demand and outlook for arithmetic power remains strong, and the development of AI applications exceeds expectations. We firmly recommend the arithmetic plate related companies, ultra-large-scale customers in the ASIC actively layout, will further open the market scale, pay attention to the industrial changes it may bring. The development of the end-side AI industry is speeding up.ChatGPT full access to Apple. Next week the volcano engine will be held 2024 winter volcano engine FORCE original power conference. It is recommended to pay attention to AI module opportunities. Through the "end-side computing power + communication + API" function of the AI module products, can directly bring the big model capabilities to a variety of terminal equipment, so as to become "AI terminal".