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2026 Semiconductor Investment Logic: Why Chips Remain the Focus of Capital Pursuit

Summary In-depth analysis of the investment logic in the semiconductor industry for 2026, exploring why the chip industry remains the focus of capital pursuit, analyzing market trends, technological changes and investment opportunities, providing investors with a comprehensive perspective.

In-depth analysis of the investment logic in the semiconductor industry for 2026, exploring why the chip industry remains the focus of capital pursuit, analyzing market trends, technological changes and investment opportunities, providing investors with a comprehensive perspective.
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  1. 请求信息 : 2026-09-28 19:43:27 HTTP/1.1 GET : https://www.setmain.asia/semiconductor-investment-logic-2026-4
  2. 运行时间 : 0.498095s [ 吞吐率：2.01req/s ] 内存消耗：10,444.61kb 文件加载：228
  3. 缓存信息 : 0 reads,0 writes
  4. 会话信息 : SESSION_ID=93cb0df9aa343b2d6c05eacb40c8dc62
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  1. CONNECT:[ UseTime:0.001034s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.002627s ]
  3. SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.000755s ]
  4. SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.002666s ]
  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:0.000801s ]
  6. SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.003112s ]
  7. SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setmain' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.000740s ]
  8. SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.003039s ]
  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:0.001345s ]
  10. SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.004353s ]
  11. SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.001042s ]
  12. SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.004685s ]
  13. SELECT `id`,`document_type` FROM `g3ys_document` WHERE `subsite_id` = 40 AND `name` = 'semiconductor-investment-logic-2026-4' AND `status` IN ('1','2') LIMIT 1 [ RunTime:0.003388s ]
  14. SELECT * FROM `g3ys_document` WHERE ( `name` = '7303' OR `id` = '7303' ) AND `subsite_id` = 40 LIMIT 1 [ RunTime:0.011779s ]
  15. SHOW TABLES LIKE 'g3ys_document_article' [ RunTime:0.002727s ]
  16. SHOW FULL COLUMNS FROM `g3ys_document_article` [ RunTime:0.001696s ]
  17. SELECT * FROM `g3ys_document_article` WHERE `document_id` = '7303' LIMIT 1 [ RunTime:0.000937s ]
  18. SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.002404s ]
  19. SELECT * FROM `g3ys_total` WHERE `target_id` = '7303' LIMIT 1 [ RunTime:0.000941s ]
  20. SHOW TABLES LIKE 'g3ys_document_article_lang' [ RunTime:0.002311s ]
  21. SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.002095s ]
  22. SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '40' AND `lang` = 'en' AND `document_id` = '7303' [ RunTime:0.008640s ]
  23. SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.002536s ]
  24. SHOW TABLES LIKE 'g3ys_category_lang' [ RunTime:0.002526s ]
  25. SHOW FULL COLUMNS FROM `g3ys_category_lang` [ RunTime:0.002037s ]
  26. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '40' AND `category_id` = '1663' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000779s ]
  27. SELECT * FROM `g3ys_total` WHERE `target_id` = '7303' LIMIT 1 [ RunTime:0.000930s ]
  28. UPDATE `g3ys_total` SET `view_total` = `view_total` + 1 WHERE `target_id` = '7303' [ RunTime:0.001810s ]
  29. SHOW FULL COLUMNS FROM `g3ys_record` [ RunTime:0.003673s ]
  30. SELECT `id` FROM `g3ys_record` WHERE `subsite_id` = '40' AND `type` = 'article' AND `url` = 'https://www.setmain.asia/semiconductor-investment-logic-2026-4' AND `create_time` >= 1790595747 AND ( `visitor_id` = 'fb51805643c4a033cae9f50cd543c673' OR `session_id` = '114b5a03fea22fc7f9ce4949e6778413' ) LIMIT 1 [ RunTime:0.004324s ]
  31. INSERT INTO `g3ys_record` SET `subsite_id` = '40' , `uid` = '0' , `visitor_id` = 'fb51805643c4a033cae9f50cd543c673' , `session_id` = '114b5a03fea22fc7f9ce4949e6778413' , `type` = 'article' , `target_id` = '7303' , `target_type` = 0 , `category_id` = '1663' , `title` = '2026 Semiconductor Investment Logic: Why Chips Remain the Focus of Capital Pursuit' , `url` = 'https://www.setmain.asia/semiconductor-investment-logic-2026-4' , `path` = '/semiconductor-investment-logic-2026-4' , `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` = '216.73.216.114' , `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` = 1790595807 , `update_time` = 1790595807 [ RunTime:0.004099s ]
  32. SHOW FULL COLUMNS FROM `g3ys_comment` [ RunTime:0.003963s ]
  33. SELECT COUNT(*) AS think_count FROM `g3ys_comment` WHERE `target_id` = '7303' AND `pid` = '0' [ RunTime:0.001043s ]
  34. SHOW FULL COLUMNS FROM `g3ys_model` [ RunTime:0.004956s ]
  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:0.001280s ]
  36. SHOW TABLES LIKE 'g3ys_paragraph' [ RunTime:0.002248s ]
  37. SHOW TABLES LIKE 'g3ys_paragraph_lang' [ RunTime:0.002162s ]
  38. SHOW TABLES LIKE 'g3ys_gallery' [ RunTime:0.002416s ]
  39. SHOW TABLES LIKE 'g3ys_gallery_lang' [ RunTime:0.002076s ]
  40. SHOW TABLES LIKE 'g3ys_video' [ RunTime:0.002044s ]
  41. SHOW TABLES LIKE 'g3ys_video_lang' [ RunTime:0.002019s ]
  42. SHOW TABLES LIKE 'g3ys_faq' [ RunTime:0.003390s ]
  43. SHOW TABLES LIKE 'g3ys_faq_lang' [ RunTime:0.002461s ]
  44. SHOW TABLES LIKE 'g3ys_blockquote' [ RunTime:0.002212s ]
  45. SHOW TABLES LIKE 'g3ys_blockquote_lang' [ RunTime:0.001984s ]
  46. SHOW TABLES LIKE 'g3ys_cards' [ RunTime:0.002335s ]
  47. SHOW TABLES LIKE 'g3ys_cards_lang' [ RunTime:0.002184s ]
  48. SHOW TABLES LIKE 'g3ys_objects' [ RunTime:0.002117s ]
  49. SHOW TABLES LIKE 'g3ys_objects_lang' [ RunTime:0.001994s ]
  50. SHOW TABLES LIKE 'g3ys_videos' [ RunTime:0.002089s ]
  51. SHOW TABLES LIKE 'g3ys_videos_lang' [ RunTime:0.002221s ]
  52. SHOW TABLES LIKE 'g3ys_audios' [ RunTime:0.002415s ]
  53. SHOW TABLES LIKE 'g3ys_audios_lang' [ RunTime:0.002069s ]
  54. SHOW TABLES LIKE 'g3ys_files' [ RunTime:0.002078s ]
  55. SHOW TABLES LIKE 'g3ys_files_lang' [ RunTime:0.002639s ]
  56. SHOW TABLES LIKE 'g3ys_richmedia' [ RunTime:0.002407s ]
  57. SHOW TABLES LIKE 'g3ys_richmedia_lang' [ RunTime:0.002172s ]
  58. SHOW FULL COLUMNS FROM `g3ys_paragraph` [ RunTime:0.002304s ]
  59. SELECT * FROM `g3ys_paragraph` WHERE `document_id` = 7303 AND `subsite_id` = '40' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001043s ]
  60. SHOW FULL COLUMNS FROM `g3ys_gallery` [ RunTime:0.002195s ]
  61. SELECT * FROM `g3ys_gallery` WHERE `document_id` = 7303 AND `subsite_id` = 40 AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001278s ]
  62. SHOW FULL COLUMNS FROM `g3ys_video` [ RunTime:0.002141s ]
  63. SELECT * FROM `g3ys_video` WHERE `document_id` = 7303 AND `subsite_id` = 40 AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.000964s ]
  64. SHOW FULL COLUMNS FROM `g3ys_faq` [ RunTime:0.001874s ]
  65. SELECT * FROM `g3ys_faq` WHERE `document_id` = 7303 AND `subsite_id` = 40 AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001017s ]
  66. SHOW FULL COLUMNS FROM `g3ys_blockquote` [ RunTime:0.002807s ]
  67. SELECT * FROM `g3ys_blockquote` WHERE `document_id` = 7303 AND `subsite_id` = 40 AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001257s ]
  68. SHOW FULL COLUMNS FROM `g3ys_cards` [ RunTime:0.003133s ]
  69. SELECT * FROM `g3ys_cards` WHERE `document_id` = 7303 AND `subsite_id` = '40' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001137s ]
  70. SHOW FULL COLUMNS FROM `g3ys_objects` [ RunTime:0.002301s ]
  71. SELECT * FROM `g3ys_objects` WHERE `document_id` = 7303 AND `subsite_id` = '40' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001118s ]
  72. SHOW FULL COLUMNS FROM `g3ys_videos` [ RunTime:0.002196s ]
  73. SELECT * FROM `g3ys_videos` WHERE `document_id` = 7303 AND `subsite_id` = '40' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001045s ]
  74. SHOW FULL COLUMNS FROM `g3ys_audios` [ RunTime:0.002422s ]
  75. SELECT * FROM `g3ys_audios` WHERE `document_id` = 7303 AND `subsite_id` = '40' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001139s ]
  76. SHOW FULL COLUMNS FROM `g3ys_files` [ RunTime:0.002424s ]
  77. SELECT * FROM `g3ys_files` WHERE `document_id` = 7303 AND `subsite_id` = '40' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001155s ]
  78. SHOW FULL COLUMNS FROM `g3ys_richmedia` [ RunTime:0.002366s ]
  79. SELECT * FROM `g3ys_richmedia` WHERE `document_id` = 7303 AND `subsite_id` = '40' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001071s ]
  80. 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 < 7303) ) ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.001584s ]
  81. SELECT * FROM `g3ys_document` WHERE `category_id` = 1663 AND `subsite_id` = 40 AND `pid` = '7225' AND `status` = '1' ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.001245s ]
  82. SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '40' AND `lang` = 'en' AND `document_id` = '7225' [ RunTime:0.009128s ]
  83. SELECT * FROM `g3ys_document` WHERE `category_id` = 1663 AND `subsite_id` = 40 AND `pid` = '7303' AND `status` = '1' AND `document_type` = 0 ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.001668s ]
  84. 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!=7303) or ( sort = 0 and id > 7303) ) ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.001405s ]
  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:0.001280s ]
  86. SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.002594s ]
  87. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-detail-full' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.001071s ]
  88. SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.002478s ]
  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` <= 1790595807 ) AND ( `end_time` = 0 OR `end_time` >= 1790595807 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001588s ]
  90. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.002526s ]
  91. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 82 AND `subsite_id` = '40' AND `lang` = 'en' [ RunTime:0.002091s ]
  92. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.002897s ]
  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:0.001196s ]
  94. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-right' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.000882s ]
  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` <= 1790595807 ) AND ( `end_time` = 0 OR `end_time` >= 1790595807 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.000955s ]
  96. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 84 AND `subsite_id` = '40' AND `lang` = 'en' [ RunTime:0.000712s ]
  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:0.000748s ]
  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:0.000833s ]
  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:0.000705s ]
  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:0.000818s ]
  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:0.000674s ]
  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:0.000710s ]
  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:0.000684s ]
0.521710s