应用需求激增,国产算力产业链迎来重大机遇。2025年初DeepSeek煽动翅膀,国内云厂商资本支出有望重回高增,AIDC需求爆发在即。算力芯片、存储、电源等环节有望成为AIDC基建受益第一环,其中国产训推GPU阵营已在打造全球算力第二极。先进制程突破将重塑全球半导体版图,自主可控背景下有望实现追赶。先进制程方面中国大陆率先取得进展,2023年份额为8%,虽然近年高阶制程主要为TSMC、...
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