[tuyere Research and News Co., Ltd.] overseas semiconductor subdivision leaders have risen 30% in a single day and given guidelines for doubling for two consecutive years. This kind of chips will become an indispensable part of high-speed transmission in the AI era, and domestic companies have continued to achieve breakthroughs.

Overseas semiconductor segment leader rose 30% in a single day, giving an optimistic guidance of 100% compound growth rate of AI revenue in fiscal year 2023-2025 (excluding storage contribution). This kind of chip will become an indispensable part of high-speed transmission in the AI era. The rising trend of volume and price has emerged. These domestic manufacturers continue to achieve breakthroughs and are expected to enjoy a broader market space.