---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/42419083.md"
description: "AI 缺算力先帶火了芯片設計，$豪威集團(00501.HK)、$芯源系統(MPWR.US)、$慧榮科技(SIMO.US)、$KIOXIA HOLDINGS CORPORATION UNSPON ADR EACH REP 0.1 COM(KXIAY.US)、$黑芝麻智能(02533.HK) 這幾個名字最近總被一起提，賣芯片的和賣存儲的都想沾光。"
datetime: "2026-07-03T10:41:41.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42419083.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42419083.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42419083.md)
author: "[rrrrrr](https://longbridge.com/zh-HK/profiles/23791947.md)"
---

# AI 缺算力先帶火了芯片設計，$豪威集團(00501.HK)、$芯源系統(MPWR.US)、$慧榮科…


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