Since 2026, the AI industry chain has been experiencing a strong wave of structural price increases. SemiAnalysis noted: 'The explosive growth in AI computing power demand is pushing the entire supply chain to its limits. From GPU rentals to DRAM memory, from fiber optic cables to data center hosting, prices have surged across the board in just a few months, while supply remains almost nonexistent.' In addition, the surge in AI computing power demand is driving a wave of CPU price increases! According to Taiwan media reports, consumer-grade CPUs will increase by 5%-10% starting in March, server CPUs by 10%-20%, with another potential price hike in the third quarter. Morgan Stanley pointed out that as AI evolves towards 'autonomous action,' CPUs are becoming the core of computing power coordination. This fundamental shift in demand structure has created a long-term rationale for price increases. Which niche sectors are most worthy of investment?