【国信电子胡剑团队|0914周观点】半导体自主可控再成焦点，继续推荐模拟、存储及算力ASIC

Core Viewpoint - The semiconductor industry's focus on self-sufficiency has re-emerged, with continued recommendations for analog, storage, and computing ASICs [3]. Market Performance - In the past week, the Shanghai Composite Index rose by 1.52%, while the electronics sector increased by 6.15%. Among sub-sectors, components surged by 11.33%, and optical electronics rose by 0.85% [3]. - The Hang Seng Tech Index, Philadelphia Semiconductor Index, and Taiwan Information Technology Index saw increases of 5.31%, 4.17%, and 6.05%, respectively [3]. Industry Trends - The rapid growth of the North American computing industry has catalyzed a bullish market trend, supported by TSMC's upward revision of annual performance guidance and optimistic outlooks from SMIC and Hua Hong Semiconductor regarding future orders and market conditions [3]. - The previously recommended sectors of analog (due to anti-dumping measures in the U.S.) and storage (price increases) have recently experienced significant market catalysts [3]. Focus Areas - The semiconductor industry's self-sufficiency has become a focal point once again, indicating a strategic shift in market dynamics [3].