From a professional analyst's perspective, the global semiconductor market is strongly driven by surge in artificial intelligence and cloud computing, boosting high-performance chips and optical...
AI and data centers drive record IC sales. Despite mobile risks from higher memory costs, custom chips and network upgrades ensure future growth.
Benefiting from demand for AI data centers and devices, operations show strong recovery momentum. However, geopolitical risks and high inflation may raise supply chain costs, weakening consumer power...
受通信標案與供應端調整帶動，SLC/MLC NAND Flash合約價持續上揚。SLC受工控、通訊及新航太需求支撐穩居利基，MLC因供給縮緊價格續漲。AI、通訊等應用增溫，有利未來市場價格維持上升。
The semiconductor market is expected to keep growing, driven by industrial automation, AI, and edge computing. The industrial sector relies on mature processes, with Chinese manufacturers expanding ma...
