AI computing power demand drives + product price increase Semiconductor industry chain first half performance greatly increased

The highest pre-increase is 743 times, with a half-year profit of up to 11 billion yuan, represented by storage module leader Jiangbolong, A-share semiconductor companies are expected to have a strong performance in the first half of the year. Why did the performance of semiconductor companies increase in the first half of the year? The explosive demand for AI computing power has driven the growth in demand, coupled with product price increases. Semiconductor companies that focus on the AI track rely on "rising quantity and price" of products to achieve simultaneous high growth in revenue and profits. Looking ahead to the second half of the year, some industry insiders have analyzed that with the continuous increase in capital spending from the four major cloud factories in North America and the continuing commercialization of leading large model companies, the demand for AI computing power is expected to maintain a high growth trend. The sub-sectors of the computing power chain, including AI chips, semiconductor equipment, and materials, will continue to maintain a high level of prosperity.