Integrated services are key! How can component companies seize the platform security upgrade dividend

Recently, the Kwai platform encountered a large-scale black ash production automation attack. In a short period of 1-1.5 hours, about 17000 zombie accounts were manipulated to open a live broadcast room. A large number of illegal content spread, and the platform security system was paralyzed, leading to chain risks such as user account theft and property damage. This incident not only exposed the weakness of the Internet platform in the face of automated attacks, but also made the core hardware support behind network security - various security components become the focus of the whole industry. Electronic component companies are experiencing a surge in demand driven by platform security upgrades, highlighting opportunities in segmented tracks.

"The current network security has entered the era of asymmetric war, and the automated attack means of black ash production make traditional manual defense difficult to sustain," a network security expert pointed out the core crux of the Kwai incident. The key to solving this dilemma lies not only in the empowerment of AI algorithms, but also in the computing power and protective support of underlying security components. From the perspective of defense architecture, in order for a platform to build a "simultaneous internal and external defense" security system, it requires the collaborative support of at least three major types of components: first, dedicated security chips, as the defense core, undertake key tasks such as data encryption, identity authentication, and attack recognition; The second is an embedded security module that provides hardware level protection for terminal devices and servers, blocking illegal intrusion channels; The third is high reliability interfaces and protective components to ensure stable operation of safety equipment under high loads.

The breakthrough in the localization of specialized security chips is providing core support for the industry. There have been significant developments in the domestic network security field recently. A self-developed ASIC security dedicated chip has completed mass production and chip fabrication. After comprehensive testing and verification, it has achieved design goals in key performance indicators such as data throughput, low latency, and encryption and decryption efficiency. Its core performance can match the requirements of high-end application scenarios. This chip with completely independent intellectual property rights has successfully broken the long-term monopoly of international manufacturers in the field of high-end security chips. It can be directly integrated into core security devices such as firewalls and intrusion detection systems, providing key support for the construction of "home-made" hardware defense bases for large Internet platforms. According to the analysis of the insiders, this Kwai security incident will force the whole industry to accelerate the upgrading of the security protection system. The major Internet platforms will probably increase the investment in the purchase and update of security equipment. The market demand growth is expected to exceed 30% within the year only for the dedicated security chip segment.

In addition to core security chips, the demand for embedded security modules and protective components will also increase simultaneously. With the extension of black and grey production attack methods from external raids to "internal and external collusion", the demand for "anti insider" in enterprises is becoming increasingly urgent. Embedded modules equipped with secure encryption chips can achieve precise control and operation traceability of internal account permissions, becoming the core hardware of permission management. At the same time, facing the high concurrency data flood brought by automation attacks, the demand for TVS diodes, ESD protection devices and other components in security equipment will significantly increase. These components can effectively resist voltage fluctuations and electromagnetic interference, ensuring that the equipment does not shut down under extreme loads.

The Kwai event has sounded the alarm for the whole industry. The competition of network security protection is essentially the competition of technology iteration speed. For electronic component companies, this is both an opportunity and a test. In the future, enterprises with independent research and development capabilities and the ability to provide integrated services of "chip+module+solution" will be more likely to win orders from the Internet platform. With the extension of security demand from the Internet industry to the fields of finance, medical care, government and enterprises, the market space for network security components will be further opened, becoming an important growth pole to promote high-quality development of the electronic component industry.