分论坛：电子｜国泰海通“远望又新峰”2026春季策略会

Core Viewpoint - The article discusses the upcoming 2026 Spring Strategy Conference by Guotai Junan, focusing on the semiconductor industry, particularly the demand for memory and CPU driven by advancements in AI technology [1]. Group 1: Conference Agenda - The conference will cover several key topics, including high power consumption issues in computing chips and the advantages of glass substrates in packaging [2]. - There will be discussions on the progress of domestic super nodes, highlighting advancements in local supply chains [2]. - A session will focus on how security has become a core competitive advantage in the AI era, emphasizing the importance of secure computing [2]. - The technical development and industry trends of computing chips will be analyzed, providing insights into future directions [2]. - A presentation will address the positive factors affecting the semiconductor industry, indicating a favorable outlook [2].