Kying Securities: The rise of near-memory computing technology has become a new mainstream for chip performance improvement in the AI era.

Among them, the HBM and CUBE solutions are gradually leading the transformation of the Industry.

Zhitong FinanceFeb 25 21:14 ET

Giga Device Semiconductor (SHSE:603986) Stock Performs Better Than Its Underlying Earnings Growth Over Last Year

Simply Wall StFeb 23 19:16 ET

Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.

① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.

cls.cnFeb 6 20:18 ET

Ping An Securities: DeepSeek's breakout will not change the overall upward trend of computing power demand, and the application of large models will accelerate implementation.

The safety, low cost, and high performance of the DeepSeek large model will greatly reduce the acquisition, deployment, and application costs of large models, accelerating their implementation in both B-end and C-end application scenarios.

Zhitong FinanceFeb 6 01:30 ET

Subdued Growth No Barrier To Giga Device Semiconductor Inc. (SHSE:603986) With Shares Advancing 36%

Simply Wall StFeb 5 17:07 ET

AVIC Securities: DeepSeek impacts the Global market, domestic Technology awaits reevaluation.

With the Global effect triggered by DeepSeeK, the value of domestic Technology companies in our country is expected to gain higher attention. It is recommended to actively deploy AI tools and edge AI segments.

Zhitong FinanceFeb 5 03:31 ET