Dutch International Group: British Wida's profit margin is threatened by customer self-study chips

On July 7, Jan Frederik Slijkerman of the Netherlands International Group wrote in a report that, as the technology giants develop their own chips, there is uncertainty about the ability of Ingweida to maintain profitability. He noted that key clients such as Microsoft, Alphabet and Amazon were developing their own customized chips to help control AI infrastructure costs (capital expenditure efficiency). He indicated that, as a result, the pricing rights of Ingweida might face more intense competition than in recent years, which would make it more difficult to maintain the current very high profitability in the long run, even though the company was expanding to new lines of business。