The semiconductor sector fluctuated and rose, with semiconductor stocks rising more than 8% in price.
The semiconductor sector fluctuated and rose, with Xin Yuan shares rising by over 8%, Shineon Information rising by over 6%, Cambrian rising by over 5%, Mu Xi shares and Moore Thread following the uptrend. East Sea Securities recently released a weekly report on the electronic industry: AI infrastructure construction is still in a stage of large-scale investment, the capital expenditure of the four major overseas CSP manufacturers has increased significantly year-on-year, and it is estimated that the demand for computing power will experience explosive growth in the future; global semiconductor industry sales in 2025 will reach a historic high, and the trend of price increases is spreading from memory chips to power, analog, MCU and other non-memory fields.
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