Galaxy Securities: AI applications will continue to be the main driving force for the development of the semiconductor industry.

Jin Shi Data News on October 22nd, Galaxy Securities research report pointed out that AI applications will still be the main driving force for the development of the semiconductor industry. The scale of servers is growing rapidly, and the proportion of AI servers is increasing: in the past two years, the world has been in the outbreak stage of AIGC, and super-large-scale data centers for providing high-capacity, high-performance data storage and processing services have been accelerated to completion, driving the steady development of the industry. The AI chip market is also rising, with new products emerging one after another: AI chips are one of the core components of AI servers, mainly used to handle a large number of computing tasks in artificial intelligence applications, providing Computing Power support.