Xuan Gu Bao·2025-12-29 00:27Group 1 - The global GPU market is expected to experience significant price increases starting next month, with potential monthly hikes for the next few months, drawing widespread industry attention [1] - Recent signs of price increases in the GPU market have been observed, and by 2026, these price hikes are expected to spread globally, with clearer pricing strategies from AMD and NVIDIA [1] - The cost of GPU cores and VRAM accounts for nearly 80% of the total cost when delivered to AIB manufacturers, while prices for DDR5 and other mainstream DRAM modules have surged by two to four times [1] Group 2 - The price of graphics cards may reach up to twice the MSRP due to rising costs in components [1] - The global GPU price increase reflects a high demand in the computing power industry and provides a window of opportunity for domestic GPU supply chains [1] - Companies like Guotai Junan Securities and Guotou Securities highlight that artificial intelligence remains a key focus, with advancements in computing power and related technologies expected to drive future growth [1][2] Group 3 - Haiguang Information is identified as a core player in the domestic GPU sector, focusing on high-end processor chip development and sales, catering to AI and big data processing needs [2] - Moore Threads is recognized as a leading domestic GPU company [3]