Reported 10 months ago
The market continues to focus on the development of Edge AI, particularly in the AI PC sector, with expectations that IC design companies in the PC sector will benefit from the wave of AI PC processor upgrades, driving up the intrinsic value of related chips. Amidst the bullish market, the report suggests focusing on Yu Tai (6679) and Silergy-KY (6415) stocks as the industry experiences an economic recovery and product upgrades. Yu Tai is expected to benefit from the increasing average number of microphones in a single laptop and upgrades to 67dB or higher, while Silergy-KY holds a leading position in the Chinese automotive IC industry and stands to benefit from the country's semiconductor localization trend.
Source: YAHOO