CITIC Securities has released research highlighting the critical role of "compute-power synergy" in expanding China's domestic computing power. This synergy is essential for high-quality growth, leveraging China's energy infrastructure to overcome grid constraints and efficiently convert capital expenditure into actual computing power. The firm projects significant investment in this area, with an estimated 2 trillion yuan for compute-power synergy infrastructure and a 42% CAGR during the "15th Five-Year Plan" period. CITIC Securities also expresses strong optimism for the entire domestic computing power industry, anticipating substantial growth across AI chip design, wafer fabrication, advanced packaging, and related supply chains, with clear order visibility and accelerated supply chain preparation. AI
IMPACT Highlights the strategic importance of energy-infrastructure integration for scaling domestic AI computing power, projecting significant investment and growth in related supply chains.
RANK_REASON Research report from a financial institution analyzing industry trends and projections.
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