多家芯片厂露雄心，全球AI景气持续

Investment Rating - The report maintains a rating of "Outperform the Market" for the electronic devices industry [3]. Core Insights - Major chip manufacturers like Samsung and Broadcom are optimistic about the AI market, with Samsung projecting its AI chip foundry sales to be 1.8 times last year's figures and a fourfold increase in customer numbers by 2028 [2]. - Broadcom has raised its annual revenue forecast for AI chips by 10%, expecting to reach $11 billion in 2024, up from a previous estimate of $10 billion [2]. - NVIDIA is accelerating its chip release cycle from a two-year to an annual update, with its new Blackwell architecture showing a 1000-fold increase in AI computing power compared to its 2016 Pascal architecture [2]. - The report highlights the growing importance of AI chips in consumer devices, suggesting a significant expansion in the AI market driven by advancements in AI models [5]. Summary by Sections Industry Dynamics - Samsung and Broadcom are positioning AI as a key growth driver, reflecting the substantial impact of AI on the chip industry [5]. - The report notes that the global AI landscape is rapidly evolving, with AI models being deployed more widely, which will enhance the market for AI chips in consumer electronics [5]. Market Opportunities - The report suggests focusing on domestic communication industry segments, recommending specific companies for investment: 1. Optical modules: New Yisheng 2. Connectors: Dingtong Technology 3. RF front-end modules: Kangxi Communication 4. Edge computing: Guanghe Tong 5. Intelligent computing services: Runze Technology [5].