CICC: Geopolitical factors combined with high demand lead to shortages in helium and bromine.

CICC research report indicates that geopolitical risks are difficult to suppress the high demand trend for semiconductors. SEMI states that despite the impact of the Middle East crisis, trade uncertainty, and raw material shortages, the high demand trend for semiconductors will continue. Driven by AI data centers, global semiconductor sales are expected to reach $1 trillion this year and double to $2 trillion by 2035. Geopolitical risks may not suppress industry prosperity this year, but raw material shortages could impact long-term prospects. Countries are working to address shortages of key minerals and gases such as helium, which saw a significant price increase in March due to the Middle East situation, and bromine is also facing shortage risks.