Group 1 - Huawei will showcase the Ascend 384 super node at the 2025 World Artificial Intelligence Conference, marking its first offline exhibition of this technology [1] - The demand for PCBs is expected to grow due to the recovery in downstream electronic demand and the ongoing boom in AI and high-speed communication sectors [1] - Domestic PCB manufacturers are gradually enhancing their position in the high-end market, with an increasing share in AIPCB supply, driven by technological advancements and product competitiveness [1] Group 2 - Companies like Qichuang Data focus on IoT smart terminals and data storage devices, leveraging their storage technology to enter the computing hardware market [2] - Sichuan Changhong, through its joint venture Huakun Zhenyu, has designed Ascend servers and won a 650 million yuan AI server procurement contract from China Mobile [2]
昇腾384超节点将亮相WAIC大会，算力产业链热度持续攀升
Xuan Gu Bao·2025-07-23 15:17