As the second quarter comes to a close, the theory of excess computing power has dissipated alongside the soaring demand for computing power from major manufacturers. The poor performance of domestic computing power in the second quarter, triggered by the supply cut from H20, is also expected to have a negative impact. Moving forward, chips will transition towards ASIC customized chips. Recently, the PCB sector has shown early performance due to supply certainty, and the ASIC chip sector is expected to welcome a valuation recovery in the third quarter. This warrants close attention.
In China, the leading companies in the ASIC chip field mainly include the following: 1. Cambricon: Focused on high-performance, low-power ASIC chip design. Since the launch of the Cambricon-U5 chip, it has occupied an important position in the AI chip design field. 2. Chipone: Deep technical expertise in ASIC design. It possesses a wealth of proprietary semiconductor IP resources and offers customized services. 3. Rockchip: Focused on the research and development of high-performance processor chips. Its ASIC chips are widely used in consumer electronics and smart hardware. 4. Unisoc: The special integrated circuit business covers ASIC/SoPC and other products. It provides ASIC/SOC design and development services. 5. Anlogic: A leading domestic FPGA chip supplier with a rich product matrix of FPGA chip products.
