2 1 Shi Ji Jing Ji Bao Dao·2025-09-18 05:44Group 1 - The chip industry chain is experiencing significant growth, with the Tianhong Chip ETF (159310) rising by 4.16% as of the report, reaching a circulating scale of 960 million yuan, making it the largest in the Shenzhen market [1] - The Tianhong Chip ETF tracks the CSI Chip Industry Index, with top holdings including leading companies such as SMIC, Northern Huachuang, and Cambrian [2] - The Tianhong Sci-Tech Innovation ETF (589860) has also seen an increase of 2.71%, with a trading volume exceeding 75 million yuan, indicating active trading [2] Group 2 - Huawei's rotating chairman emphasized the importance of computing power for artificial intelligence at the Huawei Connect 2025 conference, sharing future plans for Ascend chips, including the launch of Ascend 950PR in Q1 2026 and Ascend 970 in Q4 2028 [2] - The Ministry of Commerce has initiated an anti-dumping investigation on imported analog chips from the United States, reflecting a shift towards domestic capabilities in the chip sector [3] - Analysts predict a significant expansion in the PCB industry driven by AI demand, with expectations of unprecedented growth in equipment and production capacity [3]