Industry Chain Technology
2026 H2 Chip Investment Strategy: A Guide to the Semiconductor New Cycle Driven by AI and Long-Term Value Investing
This article deeply analyzes the core strategies for chip investment in H2 2026, explores the characteristics of the semiconductor new cycle driven by AI, and the key points of lon
August 24, 2026芯片投资新逻辑：2026下半年新加坡半导体市场的三大核心策略
本文深入分析2026年下半年新加坡半导体市场的投资逻辑，揭示三大核心策略，帮助投资者把握芯片投资的关键机遇。文章从AI芯片需求、半导体供应链区域化和先进封装技术突破三个维度，解析新加坡半导体产业的投资价值与风险。
August 22, 2026
New Logic of Chip Investment: Three Core Strategies for the Second Half of 2026 and a Guide to Long-term Value Investment
In-depth analysis of the core logic of chip investment in the second half of 2026, from the explosion of AI chip demand
August 19, 2026
2026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
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
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
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
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
Can Chip Stocks Still Be Chased? Three Certain Anchors for Semiconductor Investment in H2 2026
Halfway through 2026, the global semiconductor market has hit new highs driven by AI, but sharp divergence has emerged w
August 5, 2026
