Amazon AWS has instructed its supply chain to boost third-quarter AI chip shipments by approximately 20% to 30%, reflecting continued cloud service provider expansion in AI investments. ASIC design services company Swindon-KY is expected to be a primary beneficiary, with estimated after-tax earnings per share reaching 155.4 yuan this year.
Hyperscaler AI chip demand continues to accelerate, tightening supply for custom AI silicon and driving significant revenue for design service providers.