The chip sector strengthened rapidly, the chip ETF (512760) rose by more than 0.8%, and Rui Chuang Micro Nano rose by more than 6.4%

The chip sector strengthened rapidly, Rui Chuang Micro Nano rose by more than 6.4%, China Micro, Awinic, Cambrian and other stocks followed suit. Chip ETF (512760) rose by more than 0.8%, with a turnover of more than 130 million yuan.

ChatGPT requires strong computing power as a support in terms of technical principles and operating conditions, and the increase in ChatGPT's demand for high-end chips will also drive up the average price of chips. GPU or CPU+FPGA chip manufacturers and optical module manufacturers that can provide data transmission requirements are about to usher in the blue ocean market. In addition, as the growth momentum of chip demand shifts from consumer electronics represented by mobile phones and PCs to AIoT, electric vehicles, servers, new energy, industry and other fields, a new round of chip design innovation cycle and domestic substitution cycle is expected to start.

(Source: Interface News)

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