Western Securities released a research report saying that this round of AI and storage boom resonates with the continuous improvement of the technical strength of domestic manufacturers, and the process of localizing computing power and memory chips is expected to be further accelerated. The capital expenditure for domestic computing power and storage will be transmitted upward along the industrial chain, which in turn will drive the growth of the wafer foundry and semiconductor equipment industry, and it is optimistic about domestic computing power, foundry, and semiconductor equipment investment opportunities.

Western Securities released a research report saying that this round of AI and storage boom resonates with the continuous improvement of the technical strength of domestic manufacturers, and the process of localizing computing power and memory chips is expected to be further accelerated. The capital expenditure for domestic computing power and storage will be transmitted upward along the industrial chain, which in turn will drive the growth of the wafer foundry and semiconductor equipment industry, and it is optimistic about domestic computing power, foundry, and semiconductor equipment investment opportunities.