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AI flywheel drives acceleration, more semiconductor sectors enter an upward cycle

2026-06-22 23:29:52

Abstract generation in progress

Mars Finance News, the supply and demand relationship of storage chips will not show signs of improvement until 2027; demand driven by AI is spreading, and the supply of power and analog chips will remain tight in the second half of the year... Looking ahead to the semiconductor industry development trend in the second half of the year, many industry insiders say that AI is providing increasingly strong growth momentum for semiconductors and continues to radiate into more sub-sectors. As AI development accelerates, the demand for new materials and new technologies in the semiconductor industry is also continuously increasing, with breakthroughs in ultra-high-density high-speed interconnection, glass substrate packaging, silicon carbide, and diamond cooling technologies accelerating, becoming another investment mainline in the semiconductor sector. (Shanghai Securities News)

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