Investment Rating - The industry investment rating is maintained at "Overweight" [6] Core Viewpoints - Intel plans to spin off its chip foundry business into a new subsidiary to enhance profitability and has secured support from key clients [8] - Apple has launched the A18 chip for the new iPhone 16 series, featuring significant performance improvements over the previous generation [5] Summary by Sections Market Review - The Shanghai Composite Index closed at 2736.81 points, with a weekly increase of +1.21% [7] - The Shenzhen Component Index and the ChiNext Index also saw increases of +1.15% and +0.09%, respectively [7] Technology Industry Insights - Intel's restructuring of its foundry business aims to provide greater autonomy and flexibility, while also pausing construction plans in Poland and Germany [8] - The partnership with Amazon Web Services to develop AI chips using advanced manufacturing processes is expected to drive further growth in Intel's foundry services [8] Industry Dynamics - Key players in AI computing hardware include optical modules and PCB manufacturers, indicating a focus on advanced technology sectors [9] - The report highlights various segments such as low-altitude economy and highway informationization, showcasing diverse investment opportunities [9]
电子行业先进科技主题周报-周观点：英特尔计划剥离芯片代工业务，苹果发布A18芯片
Shanghai Securities·2024-09-26 04:06