CITIC Construction Investment pointed out that domestic and foreign manufacturers are currently intensively releasing supernode products, and the industry has officially entered the large-scale delivery stage through program verification. Looking at the segments of the industrial chain, industrial links such as complete servers, switching chips, switches, and connectors are expected to benefit first. In addition, processes such as PCBs, liquid cooling, power supplies, CPUs, and domestic computing power chips will continue to benefit as the penetration rate of supernodes increases.

CITIC Construction Investment pointed out that domestic and foreign manufacturers are currently intensively releasing supernode products, and the industry has officially entered the large-scale delivery stage through program verification. Looking at the segments of the industrial chain, industrial links such as complete servers, switching chips, switches, and connectors are expected to benefit first. In addition, processes such as PCBs, liquid cooling, power supplies, CPUs, and domestic computing power chips will continue to benefit as the penetration rate of supernodes increases.