GigaDevice(SH:603986) Mei Ri Jing Ji Xin Wen·2025-10-23 05:49Group 1 - The A-share market experienced a collective decline, with the Shanghai Composite Index dropping by 0.48% as of midday on October 23. Sectors such as coal, petrochemicals, and ports showed gains, while communication equipment and computer hardware faced significant losses. The chip sector remained sluggish, with the chip ETF (159995) down by 1.53% and key stocks like Huatech down by 4.65%, Zhaoyi Innovation down by 4.07%, and Jinghe Integration down by 3.92% [1][3] Group 2 - Huajin Securities predicts that general artificial intelligence will be the most transformative technological driver in the next decade, forecasting a total computing power increase of up to 100,000 times by 2035. The firm remains optimistic about AI driving a super cycle in the semiconductor industry, suggesting attention to the entire semiconductor supply chain, including design, manufacturing, packaging, testing, and upstream equipment materials [3] - The chip ETF (159995) tracks the Guozheng Chip Index, which includes 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, featuring firms like SMIC, Cambricon, Changdian Technology, and Northern Huachuang [3]