电子行业周报：联发科天玑9400横空出世，AMD最强AI芯片闪耀登场

Investment Rating - The electronic industry maintains a "Buy" rating for specific companies such as GoerTek, Luxshare Precision, and others, while some companies are rated as "Hold" [6][18]. Core Insights - The electronic industry experienced a decline of 11.65% from October 8 to October 11, ranking 22nd among the primary sectors [24]. - The semiconductor materials, digital chip design, and analog chip design sectors have the highest valuation levels, while discrete devices and LEDs rank fourth and fifth, respectively [28]. - The launch of MediaTek's Dimensity 9400 chip, built on TSMC's second-generation 3nm process, is expected to significantly enhance AI smartphone capabilities, with a projected 363.6% growth in global generative AI smartphone shipments in 2024 [13][14]. - AMD's new flagship AI chip, the Instinct MI325X, boasts a peak computing power of 21 PFLOPS and outperforms NVIDIA's H200 in several metrics, indicating strong competition in the AI chip market [14][15]. - TSMC is set to unveil its 2nm technology, which promises a 15% speed increase or a 30% reduction in power consumption compared to the 3nm process, enhancing competitiveness in the AI chip sector [15][16]. Summary by Sections Weekly Review - The electronic industry saw a significant downturn, with all sub-sectors declining, particularly discrete devices, digital chip design, and integrated circuit packaging showing the smallest declines [24][28]. Key Company Performance - GoerTek, Luxshare Precision, and other companies are highlighted for their strong performance and growth potential, with specific EPS and PE ratios provided for 2023 to 2025 [6][18]. Industry Dynamics - The report emphasizes the ongoing advancements in AI technology and the expected transformation in user interaction with devices as AI capabilities in smartphones evolve [13][14].