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 c

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.