智通财经网·2025-10-10 02:38Group 1 - The core issue for end users deploying ASIC chips is energy efficiency due to unavoidable PDN voltage drop and losses in traditional power supply modes, exacerbated by increased power consumption from AI computing [1] - The shift towards self-developed ASIC chips by overseas AI giants is driven by the need for energy savings, as ASICs offer significant advantages over GPUs in terms of area, energy consumption, integration, and price [1] - The introduction of DDR6 standards is expected to further increase the demand for inductive materials as memory performance, efficiency, and power supply solutions are upgraded compared to previous generations [3] Group 2 - Metal soft magnetic powder cores are essential for energy savings in ASIC applications, as they provide higher saturation magnetic flux density and better thermal stability compared to ferrite materials [2] - The demand for inductors is projected to grow significantly as major AI companies like Meta and Microsoft ramp up their self-developed ASIC chip production, with total demand for inductors expected to exceed 400 million units by 2026 [3] - The leading company in the metal soft magnetic powder industry, Botek New Materials, possesses technological advantages and is expected to rapidly increase production capacity, aiming for a total capacity of 300 million units by 2026 [4]