Haitong Securities Research Report believes that ASIC (Application Specific Integrated Circuit) is an integrated circuit designed for specific applications. The design of ASIC is completely optimized for specific applications, and can achieve higher efficiency and lower energy consumption when processing specific tasks, so it has reached the extreme in terms of performance and efficiency. The massive demand for computing power in the inference scenario and the more fixed AI algorithms are expected to push ASIC chips to explosive growth. Amazon launched its self-developed ASIC Trainium2 server, and Broadcom is optimistic about the future market size of AI ASIC and related network services, indicating that ASIC chips have become a general trend. Haitong Securities believes that the massive demand for computing power in the inference scenario and the more fixed AI inference algorithms are expected to push ASIC chips to explosive growth. It is recommended to pay attention to domestic PCB companies that can participate in the North American AI ASIC chain.