Founder Securities: AI Terminal Boom Is Just Around the Corner

Jinse Finance reported that Founder Securities released a research report stating that model miniaturization technology is becoming increasingly mature, and continuous upgrades in computing power, storage, and connectivity hardware are paving the way for an imminent explosion of AI terminals. Although domestic manufacturers started relatively late in mainstream terminal-side computing chips such as AI smartphones and AIPC, there is significant potential for domestic manufacturers in terminal-side AIOT computing power, storage technology, and wireless connectivity chips, offering the possibility of overtaking competitors on the curve. It is worth noting that under the major trend of terminal-side AI, outstanding companies in each sector possess excellent cross-sector integration capabilities, such as compute-storage integration and connectivity AISOC with computing power. It is recommended to pay attention to the three core segments: terminal-side computing SOC, terminal-side storage, and terminal-side connectivity.