GuoHai Securities analyst Liu Xi: Domestic computing power is expected to accelerate catching up with the global advanced level in the era of super nodes.

Liu Xi, Chief Analyst of Guokai Securities' computer industry, said that 2026 will be the year of mass production of domestic AI chips based on the domestic supply chain. It is expected that in the second half of this year, a new generation of high-performance AI chips will enter the market, and even be shipped on a large scale. In addition, domestic manufacturers are also vigorously promoting the research and development of new products in the super node architecture. The super node is a super system that connects key elements such as chips, computing, storage, networking, cooling, and applications. China's domestic computing power is expected to accelerate to catch up with the global advanced level in the era of super nodes.