Semiconductor: Core Engine of AI Era and Rational Scrutiny
This article explores semiconductors as the computing core of the AI era, analyzes their key role in driving AI technology development, and rationally examines the current market's investment frenzy and potential bubble risks, emphasizing the importance of technological autonomy.
2026-07-10Semiconductors: The Core of Technology and Industrial Transformation
Deep analysis of semiconductors as modern tech's core: value, challenges, and future paths, covering ICs, Moore's Law, geopolitical rivalry, and self-reliant supply chain.
2026-07-10