Telink Semiconductor(Shanghai) (SH:688591) Jie Mian Xin Wen·2025-03-26 03:13Group 1 - AI computing chips are considered the "engine of the AI era," with significant growth in the Sci-Tech Innovation Board ETF Huaxia (589000) experiencing net inflows for four consecutive days [4][3] - As of March 26, 2025, the Sci-Tech Innovation Board Composite Index (000680) increased by 0.38%, with notable stock performances including Tailin Microelectronics (688591) up 16.77% and Airo Energy (688717) up 8.53% [1][4] - The Sci-Tech Innovation Board ETF Huaxia has seen a scale increase of 47.32 million yuan in the past week, ranking first among comparable funds [3] Group 2 - The global computing power scale is expected to grow significantly, from 1397 EFLOPS in 2023 to 16 ZFLOPS by 2030, with a compound annual growth rate of 50% from 2023 to 2030 [4] - AI servers are identified as the core infrastructure supporting generative AI applications, with AI computing chips providing the foundational support for computing power [4] - The top ten weighted stocks in the Sci-Tech Innovation Board Composite Index account for 23.9% of the index, with companies like Haiguang Information (688041) and Cambricon (688256) among the leaders [5]