Hua Fu Securities: AI servers and high-performance computing facilities are driving demand for advanced PCBs, with a core focus on leading companies in high-end PCBs and materials.

In 2026, the entire industry is expected to face a tight supply of both production capacity and materials. Prices of related companies' products are likely to continue rising, while profitability is anticipated to improve significantly.

Zhitong FinanceFeb 2 21:15 ET

Here's Why We Think Espressif Systems (Shanghai) (SHSE:688018) Might Deserve Your Attention Today

Simply Wall StJan 31 21:26 ET

Guohai Securities: Major cloud providers have successively raised prices, and inflation within the computing power supply chain is expected to continue.

The core driver of this round of cloud price hikes is the tightening supply and demand for computing power amid a surge in AI training and inference needs.

Zhitong FinanceJan 29 01:53 ET

Investors Will Want Espressif Systems (Shanghai)'s (SHSE:688018) Growth In ROCE To Persist

Simply Wall StJan 16 02:59 ET

Donghai Securities: The momentum of storage price increases continues, with AI remaining the main narrative.

Focus on structural opportunities such as AI computing power, AIOT, semiconductor equipment, key components, and rising storage prices.

Zhitong FinanceJan 7 22:26 ET

We Think Espressif Systems (Shanghai) (SHSE:688018) Can Manage Its Debt With Ease

Simply Wall StJan 1 02:42 ET