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According to Jiemian News, Cinda Securities pointed out in a research report on November 20 that Microsoft launched a new AI chip, and the margin of the computing power industry chain is improving. Microsoft is already testing the chip with search engines Bing and Office AI products. The research report believes that AI is an important investment line, and with the increase in computing power demand, continuous investment opportunities will be derived, including computing power-related IC design, semiconductor equipment and materials, server ODM, structural parts, heat dissipation and other subdivisions have strong investment potential. At the same time, the penetration and iteration of AI in application terminals, in addition to strongly empowering the traditional consumer electronics market such as AIPC, AI mobile phones, AI audio, etc., AIPIN and other incremental markets are expected to continue to land.

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