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New Chapter in Semiconductor Cycle: In-depth Analysis of Industry Recovery and Investment Opportunities in H2 2026

Summary This article provides an in-depth analysis of the semiconductor industry's cycle changes in H2 2026, exploring signs of recovery from the downturn and the driving factors behind it. The article analyzes differences in prosperity across various sub-markets (such as AI chips, memory chips, foundry services, etc.) and looks ahead to future investment opportunities, offering a professional perspective for investors.

This article provides an in-depth analysis of the semiconductor industry's cycle changes in H2 2026, exploring signs of recovery from the downturn and the driving factors behind it. The article analyzes differences in prosperity across various sub-markets (such as AI chips, memory chips, foundry services, etc.) and looks ahead to future investment opportunities, offering a professional perspective for investors.
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  1. CONNECT:[ UseTime:0.001106s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.002631s ]
  3. SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.000813s ]
  4. SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.002707s ]
  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:0.000812s ]
  6. SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.002898s ]
  7. SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setmain' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.000866s ]
  8. SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.003571s ]
  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:0.002210s ]
  10. SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.004709s ]
  11. SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.001163s ]
  12. SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.004916s ]
  13. SELECT `id`,`document_type` FROM `g3ys_document` WHERE `subsite_id` = 40 AND `name` = 'semiconductor-cycle-recovery-investment-opportunities-2026' AND `status` IN ('1','2') LIMIT 1 [ RunTime:0.003210s ]
  14. SELECT * FROM `g3ys_document` WHERE ( `name` = '7114' OR `id` = '7114' ) AND `subsite_id` = 40 LIMIT 1 [ RunTime:0.009076s ]
  15. SHOW TABLES LIKE 'g3ys_document_article' [ RunTime:0.002861s ]
  16. SHOW FULL COLUMNS FROM `g3ys_document_article` [ RunTime:0.001720s ]
  17. SELECT * FROM `g3ys_document_article` WHERE `document_id` = '7114' LIMIT 1 [ RunTime:0.000826s ]
  18. SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.002303s ]
  19. SELECT * FROM `g3ys_total` WHERE `target_id` = '7114' LIMIT 1 [ RunTime:0.000794s ]
  20. SHOW TABLES LIKE 'g3ys_document_article_lang' [ RunTime:0.002315s ]
  21. SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.001987s ]
  22. SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '40' AND `lang` = 'en' AND `document_id` = '7114' [ RunTime:0.012853s ]
  23. SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.002440s ]
  24. SHOW TABLES LIKE 'g3ys_category_lang' [ RunTime:0.002303s ]
  25. SHOW FULL COLUMNS FROM `g3ys_category_lang` [ RunTime:0.001999s ]
  26. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '40' AND `category_id` = '1664' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000872s ]
  27. SELECT * FROM `g3ys_total` WHERE `target_id` = '7114' LIMIT 1 [ RunTime:0.000744s ]
  28. UPDATE `g3ys_total` SET `view_total` = `view_total` + 1 WHERE `target_id` = '7114' [ RunTime:0.002482s ]
  29. SHOW FULL COLUMNS FROM `g3ys_record` [ RunTime:0.004479s ]
  30. SELECT `id` FROM `g3ys_record` WHERE `subsite_id` = '40' AND `type` = 'article' AND `url` = 'https://www.setmain.asia/semiconductor-cycle-recovery-investment-opportunities-2026' AND `create_time` >= 1789830435 AND ( `visitor_id` = '424d7d304f77b25738dd853aa373b9bb' OR `session_id` = '3aa9f2ce101152edd36cfe60d43476bf' ) LIMIT 1 [ RunTime:0.001260s ]
  31. INSERT INTO `g3ys_record` SET `subsite_id` = '40' , `uid` = '0' , `visitor_id` = '424d7d304f77b25738dd853aa373b9bb' , `session_id` = '3aa9f2ce101152edd36cfe60d43476bf' , `type` = 'article' , `target_id` = '7114' , `target_type` = 0 , `category_id` = '1664' , `title` = 'New Chapter in Semiconductor Cycle: In-depth Analysis of Industry Recovery and Investment Opportunities in H2 2026' , `url` = 'https://www.setmain.asia/semiconductor-cycle-recovery-investment-opportunities-2026' , `path` = '/semiconductor-cycle-recovery-investment-opportunities-2026' , `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` = '216.73.216.176' , `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` = 1789830495 , `update_time` = 1789830495 [ RunTime:0.011742s ]
  32. SHOW FULL COLUMNS FROM `g3ys_comment` [ RunTime:0.003584s ]
  33. SELECT COUNT(*) AS think_count FROM `g3ys_comment` WHERE `target_id` = '7114' AND `pid` = '0' [ RunTime:0.000854s ]
  34. SHOW FULL COLUMNS FROM `g3ys_model` [ RunTime:0.004169s ]
  35. SELECT `id`,`name`,`title`,`field_group` FROM `g3ys_model` WHERE `extend` = 0 AND `id` <> 1 AND `subsite_id` IN ('0','40') AND `status` = 1 [ RunTime:0.002495s ]
  36. SHOW TABLES LIKE 'g3ys_paragraph' [ RunTime:0.004322s ]
  37. SHOW TABLES LIKE 'g3ys_paragraph_lang' [ RunTime:0.002534s ]
  38. SHOW TABLES LIKE 'g3ys_gallery' [ RunTime:0.002448s ]
  39. SHOW TABLES LIKE 'g3ys_gallery_lang' [ RunTime:0.002128s ]
  40. SHOW TABLES LIKE 'g3ys_video' [ RunTime:0.002565s ]
  41. SHOW TABLES LIKE 'g3ys_video_lang' [ RunTime:0.002163s ]
  42. SHOW TABLES LIKE 'g3ys_faq' [ RunTime:0.002037s ]
  43. SHOW TABLES LIKE 'g3ys_faq_lang' [ RunTime:0.004204s ]
  44. SHOW TABLES LIKE 'g3ys_blockquote' [ RunTime:0.006394s ]
  45. SHOW TABLES LIKE 'g3ys_blockquote_lang' [ RunTime:0.007245s ]
  46. SHOW TABLES LIKE 'g3ys_cards' [ RunTime:0.007638s ]
  47. SHOW TABLES LIKE 'g3ys_cards_lang' [ RunTime:0.008816s ]
  48. SHOW TABLES LIKE 'g3ys_objects' [ RunTime:0.006242s ]
  49. SHOW TABLES LIKE 'g3ys_objects_lang' [ RunTime:0.002750s ]
  50. SHOW TABLES LIKE 'g3ys_videos' [ RunTime:0.003403s ]
  51. SHOW TABLES LIKE 'g3ys_videos_lang' [ RunTime:0.002404s ]
  52. SHOW TABLES LIKE 'g3ys_audios' [ RunTime:0.002391s ]
  53. SHOW TABLES LIKE 'g3ys_audios_lang' [ RunTime:0.002243s ]
  54. SHOW TABLES LIKE 'g3ys_files' [ RunTime:0.002248s ]
  55. SHOW TABLES LIKE 'g3ys_files_lang' [ RunTime:0.002130s ]
  56. SHOW TABLES LIKE 'g3ys_richmedia' [ RunTime:0.002275s ]
  57. SHOW TABLES LIKE 'g3ys_richmedia_lang' [ RunTime:0.002148s ]
  58. SHOW FULL COLUMNS FROM `g3ys_paragraph` [ RunTime:0.003065s ]
  59. SELECT * FROM `g3ys_paragraph` WHERE `document_id` = 7114 AND `subsite_id` = '40' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001112s ]
  60. SHOW FULL COLUMNS FROM `g3ys_gallery` [ RunTime:0.002417s ]
  61. SELECT * FROM `g3ys_gallery` WHERE `document_id` = 7114 AND `subsite_id` = 40 AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001086s ]
  62. SHOW FULL COLUMNS FROM `g3ys_video` [ RunTime:0.002188s ]
  63. SELECT * FROM `g3ys_video` WHERE `document_id` = 7114 AND `subsite_id` = 40 AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001102s ]
  64. SHOW FULL COLUMNS FROM `g3ys_faq` [ RunTime:0.002253s ]
  65. SELECT * FROM `g3ys_faq` WHERE `document_id` = 7114 AND `subsite_id` = 40 AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001079s ]
  66. SHOW FULL COLUMNS FROM `g3ys_blockquote` [ RunTime:0.002512s ]
  67. SELECT * FROM `g3ys_blockquote` WHERE `document_id` = 7114 AND `subsite_id` = 40 AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001166s ]
  68. SHOW FULL COLUMNS FROM `g3ys_cards` [ RunTime:0.003128s ]
  69. SELECT * FROM `g3ys_cards` WHERE `document_id` = 7114 AND `subsite_id` = '40' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001439s ]
  70. SHOW FULL COLUMNS FROM `g3ys_objects` [ RunTime:0.002425s ]
  71. SELECT * FROM `g3ys_objects` WHERE `document_id` = 7114 AND `subsite_id` = '40' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001226s ]
  72. SHOW FULL COLUMNS FROM `g3ys_videos` [ RunTime:0.002355s ]
  73. SELECT * FROM `g3ys_videos` WHERE `document_id` = 7114 AND `subsite_id` = '40' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001085s ]
  74. SHOW FULL COLUMNS FROM `g3ys_audios` [ RunTime:0.002302s ]
  75. SELECT * FROM `g3ys_audios` WHERE `document_id` = 7114 AND `subsite_id` = '40' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001042s ]
  76. SHOW FULL COLUMNS FROM `g3ys_files` [ RunTime:0.003140s ]
  77. SELECT * FROM `g3ys_files` WHERE `document_id` = 7114 AND `subsite_id` = '40' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001202s ]
  78. SHOW FULL COLUMNS FROM `g3ys_richmedia` [ RunTime:0.002879s ]
  79. SELECT * FROM `g3ys_richmedia` WHERE `document_id` = 7114 AND `subsite_id` = '40' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.000997s ]
  80. SELECT * FROM `g3ys_document` WHERE `category_id` = 1664 AND `subsite_id` = 40 AND `pid` = '0' AND `status` = '1' AND ( ( sort > 0) or ( sort = 0 and id < 7114) ) ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.001697s ]
  81. SELECT * FROM `g3ys_document` WHERE `category_id` = 1664 AND `subsite_id` = 40 AND `pid` = '7028' AND `status` = '1' ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.001333s ]
  82. SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '40' AND `lang` = 'en' AND `document_id` = '7028' [ RunTime:0.008386s ]
  83. SELECT * FROM `g3ys_document` WHERE `category_id` = 1664 AND `subsite_id` = 40 AND `pid` = '7114' AND `status` = '1' AND `document_type` = 0 ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.001535s ]
  84. SELECT * FROM `g3ys_document` WHERE `category_id` = 1664 AND `subsite_id` = 40 AND `pid` = '0' AND `status` = '1' AND `document_type` = 0 AND ( ( sort>0 and sort <= 0 and id!=7114) or ( sort = 0 and id > 7114) ) ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.001710s ]
  85. 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:0.001496s ]
  86. SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.004583s ]
  87. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-detail-full' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.001211s ]
  88. SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.003662s ]
  89. 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` <= 1789830495 ) AND ( `end_time` = 0 OR `end_time` >= 1789830495 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001242s ]
  90. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.002271s ]
  91. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 82 AND `subsite_id` = '40' AND `lang` = 'en' [ RunTime:0.000915s ]
  92. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.001899s ]
  93. 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:0.000953s ]
  94. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-right' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.000775s ]
  95. 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` <= 1789830495 ) AND ( `end_time` = 0 OR `end_time` >= 1789830495 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001108s ]
  96. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 84 AND `subsite_id` = '40' AND `lang` = 'en' [ RunTime:0.000672s ]
  97. 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:0.000869s ]
  98. 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:0.000885s ]
  99. 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:0.000785s ]
  100. 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:0.000702s ]
  101. 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:0.000784s ]
  102. 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:0.000717s ]
  103. 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:0.000968s ]
0.559185s