CITIC Securities says WAIC 2026 remained a high-focus event. Domestic
compute-chip vendors Tianshu Zhixin and Dongfang Suanxin unveiled new products,
accelerating performance catch-up with overseas advanced chips. Super-node
architectures were the conference’s core focus, pointing to a system-level
upgrade in future compute capacity. Interconnect and other AI-infrastructure
technologies are accelerating deployment, lifting the domestic technology base.
The industry is shifting from single-card compute rivalry to full-chain
competition across chips, high-speed interconnect, rack/system architecture and
industry applications. CITIC continues to favor the domestic compute-power
supply chain.
