AI flywheel drives acceleration, more semiconductor fields enter an upward cycle.

The supply and demand relationship of storage chips is not expected to improve until 2027; the demand driven by AI is spreading, and the supply of power and analog chips will continue to be tight in the second half of the year... Looking ahead to the development trends of the semiconductor industry in the second half of the year, many industry insiders believe that the growth momentum brought by AI to the semiconductor industry is becoming stronger and is continuously radiating into more specialized fields. With the accelerated development of AI, the demand for new materials and technologies in the semiconductor industry is also continuously increasing, and breakthroughs in technologies such as ultra-high-density high-speed interconnection, glass substrate packaging, silicon carbide, and diamond heat dissipation are accelerating, becoming another main investment focus in the semiconductor sector.