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AI Chip Investment Boom: Why the Second Half of 2026 is the Focus of Capital Pursuit

Summary In-depth analysis of the background, market trends, driving factors, and investment strategies for AI chip investment, exploring why AI chips are becoming a focus of capital pursuit in the second half of 2026, to provide investors with comprehensive reference.

In-depth analysis of the background, market trends, driving factors, and investment strategies for AI chip investment, exploring why AI chips are becoming a focus of capital pursuit in the second half of 2026, to provide investors with comprehensive reference.
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New Landscape of AI Chip Investment: Three Major Trends in Second Half of 2026 Reshaping Investment Logic
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Decoding the Investment Logic of Chips: Investment Value and Future Layout of the Semiconductor Industry in 2026
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  1. CONNECT:[ UseTime:0.003981s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.013037s ]
  3. SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.004342s ]
  4. SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.011364s ]
  5. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.003033s ]
  6. SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.008435s ]
  7. SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setmain' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.003691s ]
  8. SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.009312s ]
  9. SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 40 AND ( ( LOWER(name) = 'en' ) OR `subtag` = 'en' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.005223s ]
  10. SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.010446s ]
  11. SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.001798s ]
  12. SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.007422s ]
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  14. SELECT * FROM `g3ys_document` WHERE ( `name` = '6449' OR `id` = '6449' ) AND `subsite_id` = 40 LIMIT 1 [ RunTime:0.014051s ]
  15. SHOW TABLES LIKE 'g3ys_document_article' [ RunTime:0.004954s ]
  16. SHOW FULL COLUMNS FROM `g3ys_document_article` [ RunTime:0.002900s ]
  17. SELECT * FROM `g3ys_document_article` WHERE `document_id` = '6449' LIMIT 1 [ RunTime:0.001238s ]
  18. SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.004936s ]
  19. SELECT * FROM `g3ys_total` WHERE `target_id` = '6449' LIMIT 1 [ RunTime:0.002007s ]
  20. SHOW TABLES LIKE 'g3ys_document_article_lang' [ RunTime:0.007290s ]
  21. SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.009482s ]
  22. SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '40' AND `lang` = 'en' AND `document_id` = '6449' [ RunTime:0.045620s ]
  23. SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.004432s ]
  24. SHOW TABLES LIKE 'g3ys_category_lang' [ RunTime:0.005487s ]
  25. SHOW FULL COLUMNS FROM `g3ys_category_lang` [ RunTime:0.004756s ]
  26. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '40' AND `category_id` = '1663' AND `lang` = 'en' LIMIT 1 [ RunTime:0.001311s ]
  27. SELECT * FROM `g3ys_total` WHERE `target_id` = '6449' LIMIT 1 [ RunTime:0.001270s ]
  28. UPDATE `g3ys_total` SET `view_total` = `view_total` + 1 WHERE `target_id` = '6449' [ RunTime:0.007834s ]
  29. SHOW FULL COLUMNS FROM `g3ys_record` [ RunTime:0.012617s ]
  30. SELECT `id` FROM `g3ys_record` WHERE `subsite_id` = '40' AND `type` = 'article' AND `url` = 'https://www.setmain.asia/ai-chip-investment-hotspot-2026-second-half' AND `create_time` >= 1794344401 AND ( `visitor_id` = 'cc5e83e6faf9b4c2bb199bf5f967cfe8' OR `session_id` = 'f4f81319c2074a0409538ee7f135ae82' ) LIMIT 1 [ RunTime:0.006263s ]
  31. INSERT INTO `g3ys_record` SET `subsite_id` = '40' , `uid` = '0' , `visitor_id` = 'cc5e83e6faf9b4c2bb199bf5f967cfe8' , `session_id` = 'f4f81319c2074a0409538ee7f135ae82' , `type` = 'article' , `target_id` = '6449' , `target_type` = 0 , `category_id` = '1663' , `title` = 'AI Chip Investment Boom: Why the Second Half of 2026 is the Focus of Capital Pursuit' , `url` = 'https://www.setmain.asia/ai-chip-investment-hotspot-2026-second-half' , `path` = '/ai-chip-investment-hotspot-2026-second-half' , `query_string` = '' , `referer` = '' , `referer_domain` = '' , `source_type` = 'direct' , `source_domain` = '' , `search_engine` = '' , `search_keyword` = '' , `utm_source` = '' , `utm_medium` = '' , `utm_campaign` = '' , `utm_term` = '' , `utm_content` = '' , `ip` = '216.73.216.190' , `user_agent` = 'Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)' , `device_type` = 'pc' , `browser` = '其他' , `browser_version` = '' , `os` = '其他' , `os_version` = '' , `language` = '' , `is_spider` = 0 , `spider_name` = '' , `status_code` = 200 , `country` = '' , `province` = '' , `city` = '' , `district` = '' , `isp` = '' , `region_code` = '' , `geo_status` = 0 , `geo_time` = 0 , `create_time` = 1794344461 , `update_time` = 1794344461 [ RunTime:0.012526s ]
  32. SHOW FULL COLUMNS FROM `g3ys_comment` [ RunTime:0.006680s ]
  33. SELECT COUNT(*) AS think_count FROM `g3ys_comment` WHERE `target_id` = '6449' AND `pid` = '0' [ RunTime:0.002656s ]
  34. SELECT * FROM `g3ys_document` WHERE `category_id` = 1663 AND `subsite_id` = 40 AND `pid` = '0' AND `status` = '1' AND ( ( sort > 0) or ( sort = 0 and id < 6449) ) ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.004234s ]
  35. SELECT * FROM `g3ys_document` WHERE `category_id` = 1663 AND `subsite_id` = 40 AND `pid` = '6371' AND `status` = '1' ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.002412s ]
  36. SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '40' AND `lang` = 'en' AND `document_id` = '6371' [ RunTime:0.038563s ]
  37. SELECT * FROM `g3ys_document` WHERE `category_id` = 1663 AND `subsite_id` = 40 AND `pid` = '6449' AND `status` = '1' AND `document_type` = 0 ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.002624s ]
  38. SELECT * FROM `g3ys_document` WHERE `category_id` = 1663 AND `subsite_id` = 40 AND `pid` = '0' AND `status` = '1' AND `document_type` = 0 AND ( ( sort>0 and sort <= 0 and id!=6449) or ( sort = 0 and id > 6449) ) ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.004099s ]
  39. SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '40' AND `lang` = 'en' AND `document_id` = '6506' [ RunTime:0.046863s ]
  40. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001608s ]
  41. SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.004279s ]
  42. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-detail-full' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.001652s ]
  43. SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.005291s ]
  44. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '40' AND `ad_location_id` = '82' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1794344461 ) AND ( `end_time` = 0 OR `end_time` >= 1794344461 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.002282s ]
  45. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.005561s ]
  46. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 82 AND `subsite_id` = '40' AND `lang` = 'en' [ RunTime:0.001835s ]
  47. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.005660s ]
  48. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001525s ]
  49. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001254s ]
  50. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-right' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.003288s ]
  51. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '40' AND `ad_location_id` = '84' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1794344461 ) AND ( `end_time` = 0 OR `end_time` >= 1794344461 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.003665s ]
  52. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 84 AND `subsite_id` = '40' AND `lang` = 'en' [ RunTime:0.001003s ]
  53. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.003771s ]
  54. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001197s ]
  55. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001381s ]
  56. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.004013s ]
  57. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001591s ]
  58. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001197s ]
  59. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001486s ]
1.158055s