AI infrastructure chain is heating up, eight Shenzhen hard technology companies have market value exceeding one trillion.

Since the beginning of this year, the competition in the artificial intelligence industry has been continuously passed on to the upstream of the industry chain, and the camp of Shenzhen's hard technology companies with a market value of over a hundred billion yuan has been expanding rapidly. As of May 13th, at least 8 Shenzhen hard technology listed companies, such as Jiang Bo Long, Bawei Storage, Demingli, Dapu Micro, Yingweike, Dazhu CNC, Dazhu Laser, and Xunwei Communication, have seen their stock prices reach or touch the trillion yuan market value threshold this year. These companies focus on key areas of AI infrastructure hardware such as storage, liquid cooling, PCB equipment, laser equipment, RF and connectivity. The storage industry is the most centralized track of this round of market value increase. Jiang Bo Long, Bawei Storage, Demingli, and Dapu Micro are all deeply involved in the storage industry chain, covering core areas such as storage modules, embedded storage, NAND Flash controllers, and enterprise-level SSDs. According to recent market calculations, the total market value of these 4 storage companies has exceeded 700 billion yuan, making them one of the most concentrated sectors in the current round of Shenzhen hard technology market value changes.