ShengMai Asia Pacific ShengMai Asia Pacific

Global Semiconductor Investment in H1 2026 Hits Record, Driven by AI and Advanced Packaging

Summary In the first half of 2026, global semiconductor investment exceeded $120 billion, with AI chips and advanced packaging as the main growth drivers. This article analyzes the driving factors, regional layout changes, and future trends of the investment boom, helping investors understand why chips remain a core track in the capital market.

In the first half of 2026, global semiconductor investment exceeded $120 billion, with AI chips and advanced packaging as the main growth drivers. This article analyzes the driving factors, regional layout changes, and future trends of the investment boom, helping investors understand why chips remain a core track in the capital market.
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  211. /www/wwwroot/cjgpcs.cn/app/home/controller/Document.php ( 101.72 KB )
  212. /www/wwwroot/cjgpcs.cn/app/home/controller/Home.php ( 21.11 KB )
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  1. CONNECT:[ UseTime:0.001267s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.003390s ]
  3. SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.000937s ]
  4. SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.003762s ]
  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:0.000976s ]
  6. SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.004308s ]
  7. SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setmain' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.001056s ]
  8. SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.004706s ]
  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:0.001944s ]
  10. SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.008096s ]
  11. SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.001571s ]
  12. SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.006846s ]
  13. SELECT `id`,`document_type` FROM `g3ys_document` WHERE `subsite_id` = 40 AND `name` = 'semiconductor-investment-record-2026-h1' AND `status` IN ('1','2') LIMIT 1 [ RunTime:0.003266s ]
  14. SELECT * FROM `g3ys_document` WHERE ( `name` = '5915' OR `id` = '5915' ) AND `subsite_id` = 40 LIMIT 1 [ RunTime:0.010041s ]
  15. SHOW TABLES LIKE 'g3ys_document_article' [ RunTime:0.004361s ]
  16. SHOW FULL COLUMNS FROM `g3ys_document_article` [ RunTime:0.002653s ]
  17. SELECT * FROM `g3ys_document_article` WHERE `document_id` = '5915' LIMIT 1 [ RunTime:0.000928s ]
  18. SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.003262s ]
  19. SELECT * FROM `g3ys_total` WHERE `target_id` = '5915' LIMIT 1 [ RunTime:0.000880s ]
  20. SHOW TABLES LIKE 'g3ys_document_article_lang' [ RunTime:0.003681s ]
  21. SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.003173s ]
  22. SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '40' AND `lang` = 'en' AND `document_id` = '5915' [ RunTime:0.016618s ]
  23. SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.003324s ]
  24. SHOW TABLES LIKE 'g3ys_category_lang' [ RunTime:0.003713s ]
  25. SHOW FULL COLUMNS FROM `g3ys_category_lang` [ RunTime:0.002910s ]
  26. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '40' AND `category_id` = '1663' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000942s ]
  27. SELECT * FROM `g3ys_total` WHERE `target_id` = '5915' LIMIT 1 [ RunTime:0.001047s ]
  28. UPDATE `g3ys_total` SET `view_total` = `view_total` + 1 WHERE `target_id` = '5915' [ RunTime:0.003170s ]
  29. SHOW FULL COLUMNS FROM `g3ys_record` [ RunTime:0.006855s ]
  30. SELECT `id` FROM `g3ys_record` WHERE `subsite_id` = '40' AND `type` = 'article' AND `url` = 'https://www.setmain.asia/semiconductor-investment-record-2026-h1' AND `create_time` >= 1789316958 AND ( `visitor_id` = 'cd47c3a3285dc7d20f7274764f1ae16b' OR `session_id` = '5ea5640521d03f8bb2a1c4981339f21d' ) LIMIT 1 [ RunTime:0.006860s ]
  31. INSERT INTO `g3ys_record` SET `subsite_id` = '40' , `uid` = '0' , `visitor_id` = 'cd47c3a3285dc7d20f7274764f1ae16b' , `session_id` = '5ea5640521d03f8bb2a1c4981339f21d' , `type` = 'article' , `target_id` = '5915' , `target_type` = 0 , `category_id` = '1663' , `title` = 'Global Semiconductor Investment in H1 2026 Hits Record, Driven by AI and Advanced Packaging' , `url` = 'https://www.setmain.asia/semiconductor-investment-record-2026-h1' , `path` = '/semiconductor-investment-record-2026-h1' , `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` = '216.73.216.185' , `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` = 1789317018 , `update_time` = 1789317018 [ RunTime:0.007365s ]
  32. SHOW FULL COLUMNS FROM `g3ys_comment` [ RunTime:0.004967s ]
  33. SELECT COUNT(*) AS think_count FROM `g3ys_comment` WHERE `target_id` = '5915' AND `pid` = '0' [ RunTime:0.001102s ]
  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 < 5915) ) ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.002262s ]
  35. SELECT * FROM `g3ys_document` WHERE `category_id` = 1663 AND `subsite_id` = 40 AND `pid` = '5810' AND `status` = '1' ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.002567s ]
  36. SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '40' AND `lang` = 'en' AND `document_id` = '5810' [ RunTime:0.028158s ]
  37. SELECT * FROM `g3ys_document` WHERE `category_id` = 1663 AND `subsite_id` = 40 AND `pid` = '5915' AND `status` = '1' AND `document_type` = 0 ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.002785s ]
  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!=5915) or ( sort = 0 and id > 5915) ) ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.003264s ]
  39. SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '40' AND `lang` = 'en' AND `document_id` = '5965' [ RunTime:0.025101s ]
  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:0.001921s ]
  41. SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.005675s ]
  42. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-detail-full' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.001392s ]
  43. SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.006016s ]
  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` <= 1789317018 ) AND ( `end_time` = 0 OR `end_time` >= 1789317018 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001797s ]
  45. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.006079s ]
  46. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 82 AND `subsite_id` = '40' AND `lang` = 'en' [ RunTime:0.002053s ]
  47. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.005018s ]
  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:0.001176s ]
  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:0.001280s ]
  50. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-right' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.001544s ]
  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` <= 1789317018 ) AND ( `end_time` = 0 OR `end_time` >= 1789317018 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001747s ]
  52. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 84 AND `subsite_id` = '40' AND `lang` = 'en' [ RunTime:0.001614s ]
  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:0.002494s ]
  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:0.001087s ]
  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:0.001009s ]
  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:0.000962s ]
  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:0.001380s ]
  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:0.001384s ]
  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:0.001304s ]
0.645241s