SMM reported on August 12 that Foxconn Industrial Internet’s semi-annual report posted substantial profit growth, confirming strong momentum in AI computing infrastructure and driving a recovery in sentiment across the high-speed interconnect industry chain. High-speed copper cables have drawn attention from some market funds as a key short-range interconnect solution for AI servers. SMM observed that the installation rush for power batteries, high prosperity in energy storage, and surging AI computing-end demand have collectively driven an ongoing climb in operating rates in the copper foil industry. As of the close on August 12, the high-speed copper cable concept rose 2.22%. Among individual stocks, Taichenguang and Hengdongguang jumped over 6%, while the biggest gainers included Xianying Technology, Ruikeda, Dingtong Technology, Far East, Changxin Bochuang, ZTT, and Zhaolong Interconnect. The Shanghai Municipal Commission of Economy and Informatization issued the “15th Five-Year Plan for the Development of the Software and Information Services Industry in Shanghai,” which mentions creating a tiered supply system that synergizes “large clusters + small clusters + edge computing,” building 100,000-card-level ultra-large-scale intelligent computing clusters in Songjiang, Lingang, and Qingpu, and constructing 1,000-card-level clusters in Baoshan, Pudong, and Jiading. The plan guides the transformation of traditional data centers and ICT server rooms into 100-card-level edge intelligent computing centers