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Global Chip Investment Boom Continues: AI and Domestic Substitution Dual-Driven, Long-Term Value of Semiconductor Track Highlighted
In July 2026, global chip investment remains hot, with AI computing demand explosion and accelerated
Global semiconductor market up 12.3% YoY in Q2 2026, AI chips and automotive electronics as dual engines
Global semiconductor market up 12.3% YoY in Q2 2026, driven by strong demand for AI chips and automo
英特尔押注18A工艺：2027年AI加速芯片能否扭转颓势？
英特尔宣布将于2027年推出基于18A工艺的AI加速芯片，旨在夺回制程领先地位。本文分析该战略对芯片行业格局的影响，以及英特尔面临的挑战与机遇。
2026年Q2全球芯片市场分析：AI驱动需求激增，投资窗口已至
2026年第二季度全球芯片市场报告显示，受AI和自动驾驶需求推动，半导体销售额同比增长18.3%，达1680亿美元。本文深度剖析市场趋势、区域格局及投资逻辑，为投资者提供芯片赛道关键洞察。
Global Semiconductor Market Recovers in July 2026: Memory Chips Lead, Foundry Capacity Utilization Rises
On July 27, 2026, latest data shows global semiconductor market recovery in Q2, with DRAM and NAND F
A-share V-shaped reversal, tech stocks surge
On July 21, A-shares staged a deep-V reversal; tech stocks led gains with STAR 50 surging nearly 8%
Semiconductor Equipment Sector Under Pressure, Short-Term Adjustment Does Not Change Long-Term Logic
On July 16, 2026, A-share semiconductor equipment concept stocks saw significant adjustments, with J
Semiconductor Equipment Sector Under Short-Term Pressure, Long-Term Logic Unchanged
The semiconductor equipment sector has recently pulled back, with stocks like Jiangfeng Electronics
Semiconductor High-End Materials: Key to Solving Chip Bottleneck
Semiconductor high-end materials are core to chip manufacturing, long monopolized by the US, Japan,
Semiconductor Industry Enters Trillion-Dollar Era
In 2025, the global semiconductor market reached $791.7 billion, a year-on-year increase of 25.6%, a
ASML Price Hike Sparks TSMC Opposition, Lithography Market Game Intensifies
Global chip lithography giant ASML plans to raise DUV system prices by 10%, with TSMC explicitly opp
Sharp Tool for Upstream Semiconductor Investment: Analysis of Equipment ETF E Fund
In-depth analysis of Semiconductor Equipment ETF E Fund (159558), focusing on upstream equipment and
Analysis of Investment Value and Industry Trends in Semiconductor Equipment and Materials ETF
This article provides an in-depth analysis of the investment value of the Semiconductor Equipment an
Vietnam-Italy Promote Green Cooperation
Vietnam and Italy are accelerating green economic cooperation, leveraging EVFTA to advance energy tr
Improve FDI Quality to Serve New Model
Vietnam needs to improve FDI quality to drive high-tech, innovation, and green growth, fueling a new
