The first leader in domestic chips, net profit has increased by 500 in 2 years, and 200 institutions have gathered together and are about to take off
With the rapid development of technology, we are living in an era where chips are everywhere. However, there have been some voices recently questioning the future of the chip industry.
In recent years, the development of the global chip industry has faced some challenges due to various factors. But at the same time, we are also seeing that many tech giants and companies are actively developing a new generation of chip technology, such as chips with 7nm, 5nm or even 3nm processes.
The research and development of a new generation of chip technology has indeed brought new opportunities to the chip industry. These technologies use more advanced process technology, resulting in higher chip performance and lower power consumption.
So, just recently launched a new chip, how much energy and opportunities it will have in the future, let's look down.
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Just recently, Nvidia launched the first chip and announced that it is in the leading position in the AI PC track. These three chips will allow users to make better use of AI on their PCs without relying on remote services accessed via the internet.
Intel, the main promoter of AI PCs in the world, is working with OEMs to continue to accelerate the deployment of AI PCs, and it is expected that more brands will bring their own AI PC product displays.
The hermit believes that under the active promotion of the upstream and downstream of the industrial chain such as chips and terminal manufacturersAI PCs are expected to usher in a large volume in 2024. According to Canalys**, AI PC shipments will exceed 50 million units in 2024.
Looking forward to the chip market in 2024, if there are no accidents, recovery and growth will become the main theme, one of the important reasons is the recovery of the consumer electronics market, China's huge mobile phone market will pick up in 2023, this trend will continue to be transmitted upward, and this year is reflected in the performance of chip manufacturers.
Therefore, after in-depth analysis, the hermit has excavated the "5 "Chip" Core Leaders", the last of which is expected to open the next wave of the main rise!
1. Tongfu Microelectronics
The company and Loongson Zhongke Technology Co., Ltd. plan to carry out strategic cooperation in chip design, bump manufacturing, CPU product packaging and testing, etc., to form a strategic alliance for win-win cooperation.
2, Taichenguang
The chips produced by the company's subsidiary, Rockchip, are planar optical waveguide chips. According to customer requirements, Rockchip can provide both planar optical waveguide wafers and planar optical waveguide chips.
3. Guoxin Technology
As one of the leading enterprises in the industrialization of embedded CPUs in China, the company's main products and services include IP licensing, chip customization and independent chip and module products, among which chip customization includes customized chip design services and customized chip mass production services.
4. Pioneer Electronics
The company's millimeter-wave radar, MEMS ultrasonic sensor chips and array products have been applied in smart water conservancy, urban water affairs and other fields.
5. The most optimistic one for the hermit!
Clause. 1. One of the largest and strongest PCB manufacturers in China. Maintain cooperation with several domestic and foreign enterprises, and the company has the production capacity applied to the field of semiconductor chip testing.
Clause. Second, low valuation + low position,At the bottom of the "** pit", the chips are highly concentrated, and the main force is high-control.
Clause. Third, from a technical point of viewMACD daily weekly month three-line golden cross, there is a bottom reversal signal, is expected to usher in the start of the pull!
Risk Warning: The views mentioned in this article only represent personal opinions, and the subject matter involved is not recommended. ##