Liu Xi, chief analyst of the computer industry at Guohai Securities, said that 2026 is the first year of domestic AI chips released based on the domestic supply chain, and the second half of this year is expected to see a new generation of high-performance AI chips enter the market and even be shipped on a large scale. In addition, domestic manufacturers are also vigorously promoting research and development of new products with supernode architectures. Supernodes are supersystems that run through key links such as chips, computing, storage, networks, heat dissipation, and applications. China's domestic computing power is expected to catch up with the world's advanced level at an accelerated pace in the supernode era.

Liu Xi, chief analyst of the computer industry at Guohai Securities, said that 2026 is the first year of domestic AI chips released based on the domestic supply chain, and the second half of this year is expected to see a new generation of high-performance AI chips enter the market and even be shipped on a large scale. In addition, domestic manufacturers are also vigorously promoting research and development of new products with supernode architectures. Supernodes are supersystems that run through key links such as chips, computing, storage, networks, heat dissipation, and applications. China's domestic computing power is expected to catch up with the world's advanced level at an accelerated pace in the supernode era.