Yang Yang from Changjiang Securities: Domestic Technology Welcomes Resonance of Industry Realization and Institutional Support

Yang Yang, chief analyst of the electronic industry at Changjiang Securities, pointed out that the rising uncertainty of external policies is prompting a reassessment of supply security and capital expenditure rhythms in the global technology industry chain, highlighting the important value of independent computing power, semiconductor manufacturing, and fundamental software and hardware. Yang stated that domestic substitution is shifting from breakthroughs in single-point products to collaborative efforts across the industry chain, gradually moving from "usable" to "scalable and usable." The inter-validation among computing power chips, high-performance storage, and wafer manufacturing supports stable supply and continuous iteration, backed by advancements in equipment materials and EDA/IP. The demand from government, finance, telecommunications, and manufacturing sectors for data security, privatized deployment, and supply continuity provides application space for domestic models and computing power.

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