News summary

[Huajin Securitiesstrippokeratari: Advanced packaging and various industry chains will continue to benefit] Securities Times NewsstrippokeratariHuajin Securities Research News pointed out that ChatGPT relies on big models, big data, and large computing power support. Its emergence marks the starting point of general artificial intelligence and the turning point of strong artificial intelligence. In the future, computing power will lead the next generation.strippokeratari.strippokeratari..

Newsletter text

[Huajin Securities: Advanced packaging of various industrial chains will continue to benefit] Securities Times News, Huajin Securities Research News pointed out that ChatGPT relies on large models, big data, and large computing power support, and its emergence marks the starting point of general artificial intelligence and strong artificial intelligence. The turning point of intelligence, future computing power will lead the next digital revolution, and demand for high-end chips such as xPU will continue to grow. Advanced packaging provides technical support for continuing Moore's Theorem to improve chip performance and integration. As the Chiplet packaging concept continues to advance, various industrial chains of advanced packaging (packaging testing/equipment/materials/IP, etc.) will continue to benefit. Recommended attention: 1) Packaging and testing: Tongfu Microelectronics, Changdian Technology, etc.;2) Equipment: Northern Huachuang, Zhongwei Company, etc.;3) Materials: Huahai Chengke, Shennan Circuit, etc.;4) IP: Xinyuan Shares, etc. Proofread by: Wang Jincheng