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Building the final module. The entire plan:
1) Pull out the entire industry chain. Connect everything from materials, equipment, wafers, storage levels, CPO, etc. For example, in the materials segment, clicking on the silicon wafer will lead to a detailed industry chain of silicon wafers, showing how the industry chain is structured, who the key companies are at critical nodes, and clicking on a company will provide basic analysis.
2) After completing the above, a very complex and detailed industry chain map will be formed. The map is divided into several parts:
First, it includes a hypothetical investment in a 7nm wafer factory, detailing what kind of equipment is needed and the key scarcity within it.
Second, with NVIDIA GPU upgrades as the main thread, interactively display the supporting equipment and value behind each generation of upgrades.
Third, the upgrade roadmap for storage and the upgrade map for the internet network.
3) Starting from the application of AI large models, focus on tracking the industry changes of foundational models and applications.