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"The next NVIDIA" is emerging, A-shares tapping into ASIC must be booming, is there a new narrative for AI Chip?
① Broadcom's performance has surged, and Morgan Stanley estimates that the AI ASIC market size will increase from 12 billion dollars in 2024 to 30 billion dollars by 2027; ② Compared to general GPUs, ASICs have advantages in terms of energy consumption and cost; ③ Most AI ASIC-related stocks in the A-share market have different business directions from Broadcom, and the segments driven by AI ASIC, such as optical modules and Switches, are receiving considerable attention.
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