Semiconductor Business Cycle
Analyzes semiconductor industry business cycle patterns to help investors identify timing for upturns and downturns.
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Semiconductor Market
2026-07-31
121
成熟製程警訊!8吋晶圓代工掀價格戰,半導體景氣分化加劇
根據最新市場報告,2026年第二季全球晶圓代工市場出現明顯分歧:先進製程供不應求,成熟製程卻因庫存高企與中國產能擴張而陷入價格戰。本文深入剖析8吋晶圓代工降價背後的供需結構變化,探討對半導體產業鏈及投資策略的深遠影響。
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Semiconductor Market
2026-07-30
158
存儲芯片行情火熱:DRAM/NAND合約價連漲三季,行業景氣反轉確立
2026年第三季存儲芯片合約價漲幅超預期,DRAM季增8%,NAND季增10%,行業供需結構改善,庫存回歸正常。分析師看好下半年需求旺季,存儲芯片景氣循環正式進入上升期,相關個股表現強勁。
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Why Invest in Chips
2026-07-29
119
2026上半年全球半導體投資創紀錄,AI與先進封裝雙引擎驅動
2026年上半年全球半導體投資總額突破1200億美元,AI芯片與先進封裝成為增長主力。本文分析投資熱潮的驅動因素、區域佈局變化以及未來趨勢,幫助投資者理解為何芯片仍是資本市場的核心賽道。
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