CICC: Continue to be optimistic about core investment areas such as optical communications, customized chip services, storage, and wafer foundry.

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Mars Finance News, April 30: In a research report, China International Capital Corporation (CICC) stated that the eighth-generation self-developed AI chips, TPU 8t and TPU 8i, were officially unveiled at the Google Cloud Next 2026 conference. This marks the first time since the inception of TPU that Google has separated training and inference chips, and introduced an updated configuration approach at the cluster networking end. CICC believes that a more refined, specialized division of labor in AI hardware infrastructure is expected to further improve the efficiency of large-model training and inference, further strengthening the “supply cost reduction—demand increase” “flywheel effect.” From an industry-chain perspective, it continues to look favorably on core investment directions such as optical communications, chip customization services, storage, and wafer foundry services. (Broad View)

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