【Haitong Securities: Ai ASIC Is Expected To Usher In Explosive Growth, Focusing On Investment Opportunities In The Industrial Chain】According To Haitong Securities Research Report, ASIC (Special Purpose Integrated Circuit) Is An Integrated Circuit Designed For Specific Applications. The ASIC Design Is Fully Optimized For Specific Applications, And Can Achieve Higher Efficiency And Lower Energy Consumption When Handling Specific Tasks, Thus Achieving The Ultimate In Terms Of Performance And Efficiency. Massive Demand For Computational Power In Inference Scenarios Combined With More Fixed Ai Algorithms Is Expected To Boost ASIC Chips And Usher In Explosive Growth. Amazon Launched A Self-Developed ASIC Trainium 2 Server. Broadcom Is Optimistic About The Future Market Size Of Ai Asics And Related Network Services, Indicating That ASIC Chips Have Become A General Trend. Haitong Securities Believes That The Massive Demand For Computational Power In The Inference Scenario Combined With More Fixed Ai Inference Algorithms Is Expected To Boost ASIC Chips And Usher In Explosive Growth. It Is Recommended To Focus On Domestic Pcb Companies That Can Participate In The North American Ai ASIC Chain