Surging downstream demand, CPUs return to the AI core, list of A-share companies with strategic layouts

As the demand for AI computing power continues to surge, the CPU (Central Processing Unit) industry may usher in a new round of price hikes. According to media reports, recently, an ODM manufacturer (Original Design Manufacturer) stated that since March of this year, the prices of consumer electronics and server CPUs have increased by 5% to 10% and 10% to 20%, respectively. Supply chain sources reveal that major international companies are planning to implement another round of price increases in the third quarter. Data Treasure statistics show that fewer than 20 listed companies in the A-share market are involved in CPU-related businesses. As of the close on April 24, the total market value of concept stocks reached 1.29 trillion yuan. Haiguang Information, Lankei Technology, and Loongson Zhongke are the three core targets of the CPU concept, with Haiguang Information having the highest A-share market value at 12.9k yuan. In terms of institutional attention, Data Treasure reports that this year, a total of 13 CPU concept stocks have received institutional research. Five stocks have been researched three times or more, namely Fudan Microelectronics, Guoxin Technology, Loongson Zhongke, Beijing Junzheng, and Xidi Micro. (Securities Times)