Gold 10 data 13 December, e company news, CICC research report said that in 2024, the overall semiconductor and component industry will be in a prosperous phase. It is expected that the inventory and supply and demand will stabilize in 2025, AI cloud and end demand will be implemented, and domestic factors will usher in a new cycle. It is expected that the AI replacement wave in 2025 will accelerate the downstream demand for semiconductor design. It is optimistic about the expansion of demand for cloud and end computing power chips driven by AI, and at the alpha level of individual stocks, it is optimistic about the performance of related companies driven by product structure expansion, and recommends paying attention to investment opportunities brought by mergers and acquisitions and reorganizations in some fields. It is expected that the supply and demand of chip manufacturing in 2025 will approach a balance, and the capacity utilization rate will be maintained at a reasonable level. Among them, the R&D of advanced process manufacturing is expected to continue to promote the development of equipment, components, materials, and design tools.
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CICC: Cloud and edge AI landing, 2025 marks a new period for domestic semiconductor and component localization
Gold 10 data 13 December, e company news, CICC research report said that in 2024, the overall semiconductor and component industry will be in a prosperous phase. It is expected that the inventory and supply and demand will stabilize in 2025, AI cloud and end demand will be implemented, and domestic factors will usher in a new cycle. It is expected that the AI replacement wave in 2025 will accelerate the downstream demand for semiconductor design. It is optimistic about the expansion of demand for cloud and end computing power chips driven by AI, and at the alpha level of individual stocks, it is optimistic about the performance of related companies driven by product structure expansion, and recommends paying attention to investment opportunities brought by mergers and acquisitions and reorganizations in some fields. It is expected that the supply and demand of chip manufacturing in 2025 will approach a balance, and the capacity utilization rate will be maintained at a reasonable level. Among them, the R&D of advanced process manufacturing is expected to continue to promote the development of equipment, components, materials, and design tools.