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AI Chip Frontier: Technological Breakthroughs and Market Restructuring in the Second Half of 2026
In the second half of 2026, the global AI chip industry will usher in a new round of technological breakthroughs and market restructuring. From architectural innovation to process
August 14, 20262026年下半年芯片投资策略：AI驱动下的半导体新周期与投资逻辑
深入解析2026年下半年芯片投资的核心逻辑，探讨AI驱动下的半导体新周期，分析芯片供需格局变化、技术突破与投资机会，为投资者提供前瞻性策略指引。
August 12, 2026
Analysis of Semiconductor Market Trends in the Second Half of 2026: Singapore Leading the New Cycle of Asia's Chip Industry
This article provides an in-depth analysis of global semiconductor market trends in the second half of 2026, focusing on
August 12, 2026
New Layout of Singapore's AI Chip Strategy: Rise of a Global Innovation Hub
Singapore is accelerating its layout in the AI chip industry, building a global AI chip innovation hub through policy su
August 11, 2026
Chip Investment Strategy: Three Core Logics for Semiconductor Investment in the Second Half of 2026
This article deeply analyzes the core logic of chip investment in the second half of 2026, from three dimensions: AI chi
August 11, 2026
Chip Supply and Demand Analysis: Barometer of the Semiconductor Market
The relationship between chip supply and demand is one of the most critical indicators in the semiconductor industry, di
August 10, 2026
AI Chip Frontier: Technological Breakthroughs and Market Restructuring in the Second Half of 2026
With the deep penetration of AI applications, AI chip technology is undergoing unprecedented changes. This article provi
August 9, 2026
AI-Driven Chip Super Cycle: Three Core Strategies for Semiconductor Investment in the Second Half of 2026
As the AI technology revolution deepens, the chip industry is experiencing an unprecedented super cycle. This article an
August 9, 2026
SK海力士砸383亿美元扩产AI存储：芯片投资逻辑正从“技术领先”转向“供应为王”
SK海力士董事会批准54.3万亿韩元（约合383亿美元）本土扩产计划，在龙仁与清州新建两座晶圆厂，押注AI存储超级周期。结合其“史上最赚钱季报”、纳斯达克上市与股东回报新政，本文剖析AI时代芯片投资逻辑从技术领先转向供应能力、产能即护城河的
August 8, 2026
封测涨价潮涌向新加坡：星科金朋酝酿下半年调价，AI驱动封测步入价格重估周期
据产业链消息，总部位于新加坡的封测大厂星科金朋（STATS ChipPAC）正酝酿2026年下半年新一轮价格调整，部分客户已收到涨价函，调价范围从传统引线键合延伸至2.5D/3D先进封装。AI需求爆发叠加原材料成本上行，全球封测涨价潮正从日
August 8, 2026
Singapore Semiconductor Services Firm Eyes Nasdaq: The 'Picks and Shovels' Logic of Chip Investment Heats Up
Singapore semiconductor materials and engineering services firm Suchness Tech filed US IPO terms, offering 5 million sha
August 7, 2026
DRAM现货涨势放缓、NAND晶圆周涨4.55%：存储芯片行情进入高位换挡期
集邦咨询最新现货价格报告显示，DRAM现货涨势自7月下旬以来明显放缓，主流DDR4颗粒周涨幅仅0.17%，而512Gb TLC NAND晶圆现货周涨4.55%。在2026年全球半导体市场预计突破1.5万亿美元、存储占比约六成的超级周期背景下
August 7, 2026
新加坡PMI创八年新高背后：AI半导体超级周期如何重写芯片投资逻辑
SIPMM数据显示，新加坡7月制造业PMI升至51.4、电子业PMI升至52.4，双双创下2018年以来新高，AI驱动的半导体超级周期从订单、就业、价格多维度得到验证。本文解读PMI数据背后的芯片供需格局、供应链瓶颈与地缘扰动，剖析AI芯片
August 6, 2026
Silicon wafer lines at full capacity, 10-year long-term contracts lock in capacity: AI-driven material price hike cycle officially begins
GlobalWafers and other global silicon wafer giants signaled in Q2 earnings calls that 12-inch, 8-inch, and 6-inch produc
August 6, 2026
Semiconductor Bootcamp Launches in Singapore: Chip Design Hands-On Course Helps Engineers Bridge the Theory Gap
In August 2026, the Singapore Semiconductor Bootcamp officially launched, focusing on core areas such as chip design, wa
August 5, 2026
