Our country has achieved a series of remarkable accomplishments in the chip field, covering multiple cutting-edge directions from communication, storage to quantum technology.📶 Terahertz CommunicationChina Electronics Technology Group (non-listed) has achieved 1.2 kilometers of high-definition transmission, with chip shipments exceeding 100,000.This lays the foundation for 6G communication, achieving a full-chain breakthrough from core components to system applications.💾 Storage ChipsNew Storage Technology (not clearly listed) has launched the 64GB 3D memory NM101.This significantly enhances storage speed and lifespan, reducing dependence on foreign technology.🤖 AI Computing EcosystemCambricon and Moore Threads (currently under review) have adapted the domestic large model GLM-4.6 to domestic AI chips.This marks the initial formation of a domestic AI “model-chip” integrated ecosystem, promoting industry autonomy and control.💡 Silicon Photonics TechnologyThe National Innovation Center for Information Optoelectronics (platform organization) has released the first fully domestically produced 12-inch silicon photonics kit.This achieves full-process standardization from design, manufacturing, testing to packaging, paving the way for large-scale mass production.🔬 Quantum TechnologyUniversity of Electronic Science and Technology and others (R&D entities) have released the world’s first gallium nitride quantum light source chip.This provides key hardware support for the future quantum internet and represents a forward-looking layout.🔥 More Dynamics and HighlightsIn addition to the aforementioned technological breakthroughs, there are also some important dynamics in the capital market and industry chain worth your attention:·🏭 Leading Wafer Foundry Favored: SMIC, as the leading domestic wafer foundry, has been recommended by brokerage firms in the October golden stock portfolio.As the only domestic company with advanced process technology, it deeply benefits from the explosion in AI chip demand and the trend of domestic substitution, with order visibility extending to 2026.·🔗 Focus on Investment Opportunities in the Industry Chain: The progress in the chip industry will drive the development of the entire industry chain. You can pay attention to listed companies that are competitive in semiconductor equipment, materials, design, etc. For example, GigaDevice has made layouts in the storage chip field, Jingjia Micro is a representative of domestic GPUs, while North Huachuang and Zhongwei play important roles in the critical semiconductor equipment field.Overall, the recent achievements of China’s chip industry show a characteristic of blooming in multiple points and deep development:·Technologically, breakthroughs have been made not only in popular application areas such as terahertz and storage but also in frontier technology fields such as silicon photonics and quantum, actively laying out for the future.·Ecologically, the deep adaptation of AI models to domestic chips marks that the industry is moving from single-point technological breakthroughs to a new stage of building a collaborative development ecosystem.