The post-Huang Renxun era is here! Legal persons name these 10 ASIC stocks that will benefit most

Creative's stock price hit the daily limit at the opening today. (Taken from the official website)

[Reporter Zhuo Yijun/Taipei Report] The post-Huang Jen-Hsun era is coming. According to legal analysis, Huida's shipment orders for 2027 have been roughly finalized, and the supply chain risk has shifted to the product rhythm after 2028 and the diversion of ASIC (customized chips). Among them, ASIC development is expected to accelerate its rise. Analysis of Taiwan's AI concept stocks, there are 10 in total Mainly ASIC orders include Taiyao (6274), Hongjin (7769), Jianzhun (2421), Wiwing (6669), Jinxiangdian (2368), MediaTek (2454), Wangsi (6223), Shixin-KY (3661), Creativity (3443) and Precision (6510).

Industry research institutions estimate that custom ASIC shipments will surpass data center GPUs in 2028. According to supply chain interviews, ASIC's share of the accelerator market will increase from about 10% to about 20% in 2027. In the future, Jinxiang Electronics will focus on ASIC-related PCB orders as its main growth axis. It will benefit from the upgrade of ASIC server PCB specifications and also obtain a stake from AWS (Amazon Cloud Services Company), a major ASIC customer. MediaTek is currently Google TPU's main design partner has already acquired two ASIC chips v8 and v9. The v9 chip, which is larger in unit price and scale, is expected to be mass-produced in 2028. Most of Schip's revenue in the past three years has been contributed by AWS. As for creativity, the main growth is driven by CPU and cloud ASIC projects.

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