Haitong Securities: AI ASIC is expected to usher in an explosive rise follow investment opportunity in the industry chain

Golden Finance data on December 22nd, Haitong Securities research report believes that ASIC (Application-Specific Integrated Circuit) is an integrated circuit designed for specific applications. ASIC is designed to be optimized for specific applications, achieving higher efficiency and lower power consumption when processing specific tasks, thus reaching the ultimate in performance and efficiency. Inference scenarios coupled with massive demand for AIAlgorithm are expected to boost ASIC chips into an explosive rise. Amazon has launched its self-developed ASIC Trainium2 server, and Broadcom is optimistic about the future market size of AI ASIC and related network services, indicating that ASIC chips have become the general trend. Haitong Securities believes that in inference scenarios, the massive demand for computing power coupled with a more fixed AI inference Algorithm is expected to boost ASIC chips into an explosive rise.