2 1 Shi Ji Jing Ji Bao Dao·2026-01-27 03:37Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Design Theme Index (950162.SH) increased by 1.97%, with notable gains from Dongxin Co., Ltd. reaching the daily limit, and Puran Co., Ltd. rising over 14% [1] - The Tianhong Sci-Tech Chip Design ETF (589070) recorded a trading volume exceeding 65 million yuan, with a net inflow of 26.31 million yuan on January 26 [1] - The Tianhong ETF has a 20% price fluctuation limit and closely tracks the Sci-Tech Innovation Board Chip Design Theme Index, focusing on the core segment of chip design with a high industry concentration of nearly 95% [1] Group 2 - Microsoft has launched its next-generation AI accelerator, Maia 200, which reportedly outperforms Amazon's third-generation Trainium and Google's seventh-generation TPU, positioning it as the strongest self-developed chip among major cloud service providers [2] - The domestic AI chip market in China, including products from Huawei and Cambrian, is projected to reach 99.67 billion yuan in 2024 and potentially exceed 100 billion yuan by 2029, driven by technological breakthroughs in ASIC/DSA architecture [2] - Foundries like SMIC are operating at over 95% capacity utilization, supporting the expansion of local design companies in the AI chip sector [2]