Lates News

Zhongshan Securities released a research report stating that through SK Hynix and Microsoft's financial reports, we can draw the following conclusions: The AI industry is currently still facing real supply constraints and has not yet shown obvious and comprehensive oversupply. Large technology companies are still increasing their investments in AI infrastructure, and customer demand for additional supply continues to grow. The market currently lacks sufficient evidence at the financial report level to justify concerns about an oversupply of AI computing power. Based on Microsoft's computing power utilization and SK Hynix's order situation, the current industry contradiction is still mainly reflected in insufficient supply of high-performance computing, advanced storage, and data center support, rather than a large amount of idle equipment. Therefore, short-term investment opportunities can still be developed around segments that can alleviate the computing power bottleneck.