【Haitong Securities: AI ASIC Expected to Experience Explosive Growth, Focus on Investment Opportunities in the Industry Chain】Jin10 Data, December 22nd - Haitong Securities' research report believes that ASIC (Application-Specific Integrated Circuit) is an integrated circuit designed for specific applications. The design of ASIC is fully optimized for specific applications, achieving higher efficiency and lower energy consumption when handling specific tasks, thus reaching the extreme in performance and efficiency. The massive demand for computing power in inference scenarios combined with more fixed AI algorithms is expected to drive explosive growth in ASIC chips. Amazon has launched its self-developed ASIC Trainium2 servers, and Broadcom has an optimistic outlook on the future market size of AI ASIC and related network services, indicating that ASIC chips have become a major trend. Haitong Securities believes that the massive demand for computing power in inference scenarios combined with more fixed AI inference algorithms is expected to drive explosive growth in ASIC chips. (Source: Jin10 Data)