2026-01-18 14:26:56

There is an interesting view circulating in the market — the explosive growth in AI computing power demand is pushing the semiconductor equipment sector to the forefront. Recently, some analyses pointed out that global chip equipment manufacturers might be riding the biggest wave yet.

What does that mean specifically? From 2024 to 2025, the demand for semiconductor equipment has experienced a super cycle of growth. But this is just the beginning. According to industry forecasts, as AI computing power and storage needs continue to rise, the semiconductor equipment sector is expected to enter a new "Phase 2" upward cycle.

In other words, this is not a fleeting trend, but one with the potential to form a sustained upward trajectory. With data center expansion and high GPU demand, equipment suppliers in chip design and manufacturing are definitely not going to have a bad time. The AI wave has not peaked yet, and there may still be more beneficiaries along this industry chain to be uncovered.

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ThreeHornBlasts

· 01-21 04:02

The chip equipment this time is indeed top-notch. Before Phase 2 even arrives, some people are already impatient.

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BrokenDAO

· 01-19 02:58

The term "carpool" is a bit optimistic... In previous years, the predictions for the "Phase 2" of the industry cycle have mostly turned into collective illusions. When the incentive mechanism distorts the market, it’s easy to overestimate sustainability.

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gas_fee_therapist

· 01-18 14:51

The chip equipment wave is indeed good, but it depends on who can truly benefit; not all manufacturers have this luck. --- Phase 2? I feel like it's time to get on board now; waiting any longer just makes you the bag holder. --- To put it simply, it's a celebration for hardware manufacturers, while the software side continues to go hungry. --- Semiconductor equipment is worth paying attention to, but don't get carried away by public opinion; cyclical risks still exist. --- Everyone wants to ride along for free, but the question is, how long can this train run? --- When GPU demand can't be sustained, it's time to consider taking profits; going all-in now is too risky. --- It must be admitted, this round is truly dominated by hardware; no wonder everyone is rushing into semiconductors. --- Sounds great, but we've heard the story of overcapacity too many times. --- Phase 2 hasn't even arrived yet, and they're already making promises; I'm tired of this kind of rhetoric. --- Alright, finally there's a reasonable logic for price increases.

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SurvivorshipBias

· 01-18 14:49

The demand for computing power is truly an endless story. Every time we say we've reached the peak, we end up entering Phase 2... Wait, why do I feel like I've heard this explanation before last year? Device manufacturers are indeed benefiting from the current boom, but could there be a sudden overcapacity someday?

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OnchainDetective

· 01-18 14:36

I had already guessed that this wave of semiconductor equipment surge was no coincidence. Based on on-chain data and industry chain tracking, funds have been quietly flowing into these equipment suppliers, a typical early deployment strategy. Phase 2? It's obvious that institutional investors have long locked in the next wave of profit-taking points.

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