CryptoWorld News: CITIC Securities Research Report points out that geopolitical risks are difficult to suppress the high growth trend in semiconductor demand. Despite the impact of the Middle East crisis, trade uncertainties, and raw material shortages, the growth momentum of semiconductor demand will continue. It is expected that global semiconductor sales will reach $1 trillion this year, doubling to $2 trillion by 2035. Geopolitical risks are unlikely to hinder industry prosperity this year, but raw material shortages may affect long-term prospects, as countries are addressing shortages of key minerals and critical gases such as helium and bromine. Among them, helium prices surged significantly in March due to Middle East tensions, and bromine also faces a shortage risk.

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ThinkForThreeSecondsBefore
· 7m ago
Raw material shortages are hidden mines; will countries competing for minerals and gases evolve into new geopolitical struggles?
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FlamingoFrontView
· 1h ago
CITIC Securities' research report timing is well-chosen, just right to boost confidence during the sector adjustment period.
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SushiAndSlugs
· 2h ago
Doubling by 2035? Feels like the prediction is somewhat conservative; AI computing power demand might exceed expectations.
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0xLateDiner
· 2h ago
The research report mentions that countries are addressing the issue, but can the resolution speed keep up with the expansion rate of wafer fabs?
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CandleWickPoet
· 2h ago
The trillion-dollar semiconductor market, in the long run, remains a solid logical foundation
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GateUser-7e77b8d8
· 2h ago
The Middle East helium issue shows that supply chain security is more important than cost, and the logic for domestic substitution has been reinforced.
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TeaAndSlippage
· 2h ago
After reading, all I want to say is: Semiconductor people, keep going.
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GateUser-9ccf7051
· 2h ago
The detail about helium prices rising is interesting; the Middle East situation is transmitting to upstream materials faster than expected.
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