“谷歌链”继续活跃，赛微电子20CM涨停创历史新高

Group 1 - The core viewpoint of the news is that Google is challenging NVIDIA's dominance in the chip market by promoting its TPU chips to major clients like Meta, leveraging its advancements in AI models [1] - In the A-share market, stocks related to the Google supply chain are experiencing significant activity, with Saiwei Electronics hitting a historical high with a 20% increase, and other companies like Xidi Micro, Zhihui Power, and Taicheng Light also seeing substantial gains [1] - Google aims to expand its TPU chip deployment from its cloud rental business to a broader market, indicating a strategic shift in its approach to AI hardware [1]