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Aijian Securities pointed out that the AI computing power cluster solution Cloud Matrix 384, which was launched in 2025, achieved efficient collaboration with a fully interconnected topology architecture and was exhibited at the WAIC2025 conference. The Atlas 900 A3 SuperPoD is based on a super-node architecture, featuring ultra-high bandwidth (392GB/s), ultra-low latency (less than 1 microsecond), and super performance (300PFLOPs), which enhances the training performance of models like LLaMA3 by more than 2.5 times compared to traditional clusters. Compared with NVIDIA's GB200 NVL72, the Ascend 910C leads in BF16 computing power (300PFLOPS), HBM capacity (49.2TB), and bandwidth (1229TB/s) at the system level.

The Semiconductor Equipment ETF (159516) tracks the Semiconductor Materials and Equipment Index (931743), which focuses on the materials and equipment sectors within the semiconductor industry chain and covers the securities of listed companies involved in semiconductor manufacturing, processing, and testing. The constituent stocks of the index are mainly enterprises with significant technological advantages and core competitiveness in semiconductor materials and equipment, aiming to reflect the overall performance of securities of listed companies in this sub-sector and the development trend of the industry.

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