Founder Securities: AI end point outbreak is just around the corner

Founder Securities released a research report saying that the model miniaturization technology is more and more mature, the computing power, storage power, and connection of various hardware links continue to upgrade, and the AI end point outbreak is just around the corner. Although the mainstream end-side computing power chip domestic manufacturers such as AI mobile phones and AIPC started late, but in the end-side AIOT computing power, storage technology direction, and wireless connection chip domestic manufacturers have great potential, and are expected to achieve overtaking in corners. It is worth noting that under the general trend of end-side AI, excellent companies in each track have excellent capabilities in cross-track integration, such as storage and computing integration, connection AISOC with computing power, etc. It is recommended to pay attention to the three core links of end-side computing power SOC, end-side storage power, and end-side connection.