What is the net profit margin of the semiconductor industry? Number of GPT 4.0 restrictions: Over 4

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On the 23rd, the semiconductor sector saw a collective surge, with Xinyuan Stock - U20cm up the limit, Baiwei Storage approaching the limit. Fudan Microelectronics rose nearly 13%, Yutai Microelectronics and Opit rose more than 10%, and Zhaoyi Innovation and Ziguang Guowei rose the limit by 10cm. Numerous stocks such as Guoxin Technology and Lanqi Technology followed suit. Wind data shows that the main funds continued to increase their holdings in the semiconductor sector, with a net inflow of 4.055 billion yuan on the 23rd.

In terms of individual stocks, Ziguang Guowei has received a net inflow of over 1 billion yuan, ranking first, followed by Zhaoyi Innovation. Its main net inflow has exceeded 700 million yuan, and Tongfu Microelectronics, Changdian Technology, Weir Group, and others have all received major additions of over 200 million yuan. Recently, the AI theme sector has continued to receive market attention, with ChatGPT, GPT4.0, and Microsoft 365 Copilot, Wenxin1Yan et al. have successively released AI large models represented by ChatGPT and their preliminary applications“1Stone stirs up a thousand waves, and its related technological changes are expected to have a significant impact onindividualThe widespread impact of the way we work, live, and organize our society.

Although there is still room for iterative progress in AI large models in terms of parameter scale, computational complexity simplification, security, and multimodal fusion, the "thinking ability" it has demonstrated so far can be used as an advanced productivity toolabsenceArguing Facts: According to GPT, Anxin Securities(4)The inference about the limitation of usage frequency suggests that the current AI large model has a significant improvement in computational powerabsenceAs requested.

Taking the computing infrastructure of Open AI as an example, the demand for GPGPUs at the chip level is the most directly benefiting, followed by the expansion of AI server markets such as CPU, AI inference chips, FPGA, etc., which synchronously drives the increase in demand for high-speed network cards, HBM, DRAM, NAND, PCB, etcAt the same time, related technologies focus on solving the "power wall, memory wall" problem of GPUs in high computing power scenariosabsenceDiscontinuous upgrade, such as inventory calculation1The industrialization process of body, silicon light, and CPO is expected to accelerate; The existing technological paths such as chiplets in the evolution of advanced process chips will also benefit; Risk-V has driven participation in AI scenarios due to its advantages such as open source, free of charge, high developer freedom, high autonomy and controllability, and better adaptability to AIoT processor architecture requirementstakeThe number of enterprises has increased.

In addition, the agency expects that the policy support for the Semiconductor industry is expected to be strengthened. Pacific Securities pointed out that the localization rate of semiconductor materials, equipment and other links is low, and independent control is imminent. Domestic enterprises have layout in materials, equipment, chip design, chip manufacturing, seal testing and other links, including seal testing, chip design and other linkstakeThe gap between foreign countries is relatively small, and the links such as materials and equipment are still facing more "choke points", and the development of Semiconductor industry in China has gradually entered the keyDuring the period of overcoming difficulties, it is expected that both policies and enterprises will increase their support for the "bottleneck" link.

Essence Securities also believes that there are still many "choke points" in the domestic Semiconductor industryabsenceWith the introduction of the valuation system with Chinese characteristics, relevant (especially "Chinese") semiconductor enterprises are expected to usher in the re valuation. It is suggested that we should continue to pay attention to the domestic alternative investment opportunities of semiconductors, especially the valuation revaluation of the leading company Semiconductor Manufacturing International Corporation and the extended low repair opportunities.

Recently, Anji Technology, Jingjiawei and many other semiconductors have announced that they have been reduced by the National Integrated Circuit Industry Investment Fund in Pacific Securities. It is believed that the reduction has been achieved. Although it will affect the market sentiment in the short term, semiconductor equipment is one of the most independent, controllable and deterministic mainlines1Worth paying attention to journalist Chen Hui

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