DDR4 Prices Peak and Decline, Foldable Screens Drive Demand for Driver ICs; TI Leads the Increase in Analog Chips, China's Foundry Capacity Expands at an Accelerated Pace, AI Server Growth Rate Undergoes Fine-Tuning.
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The surge in storage chip prices, the capacity alert for SiC, and the fierce competition in AI chips have become the focus of attention. The industry is experiencing accelerated technological iteration, and industry giants are making strategic adjustments to cope with the dramatic market changes.
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AI technology continues to drive the recovery of the semiconductor market, with inventory clearance nearing its end; the tight supply of DDR4 has triggered a wave of price increases; major players such as NXP and Micron are adjusting their capacity layouts, and Amazon's investment in data centers is boosting the growth of foundries.
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The semiconductor market showed a strong recovery this week, with AI and memory demand driving up prices and corporate growth, but geopolitical risks and cost pressures bring uncertainty.
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The semiconductor market is showing early signs of recovery, with domestic manufacturers rising against the trend. Power and storage segments are reviving, driven by AI innovations. Meanwhile, industry M&A and strategic adjustments are gaining momentum.
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The semiconductor industry is accelerating innovation. Intel has unveiled high-memory GPUs. Driven by AI, technological breakthroughs and market adjustments are proceeding in parallel. Domestic alternatives are rising, and quantum computing and HBM4 technologies are leading the way to future growth.
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