The demand for power for ① AI servers has increased sharply, and the product specification may be increased to more than 10 times in the future. This enterprise power product can be used in data center edge computing servers and artificial intelligence servers. ② Tencent bought a stake in EDA. Analysts pointed out that there are more than 3000 integrated circuit design enterprises in China, and EDA has become a rigid demand. This company can provide one-stop complete solutions from design to verification. ③ overseas mapping: chip giant Intel 4 days investment in the three countries, the European Union continues to support the local supply chain, China's semiconductor industry chain self-controllable importance.