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Weekend Reading | DeepSeek sparks a computing power revolution, NVIDIA faces increasing challenges, and ASIC chips quietly rise.
DeepSeek has driven a surge in inference demand, and NVIDIA's "computing power hegemony" has been pierced open, gradually opening the door to a new world—led by ASIC chips, the computing power revolution is moving from silence to noise.
Express News | TongFu Microelectronics: Signed a supplemental agreement to the Asset Purchase Agreement with Shenzhen Original Advanced Compounds.
Express News | HTSC: DeepSeek boosts expansion expectations, Bullish on domestic equipment substitution.
Tongfu Microelectronics Completes 26% Stake Acquisition in Jinglong Technology
Express News | TongFu Microelectronics: Completed the acquisition of 26% equity in Jinglong Technology.
Express News | DeepSeek drives AI, with four core potential stocks being heavily bought by Institutions.