2026 Q3 Semiconductor Industry Chain Performance Diversification Intensifies: AI Chips vs. Mature Processes Form Sharp Contrast
2026-10-04 09:54:31
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In the third quarter of 2026, the performance divergence in the semiconductor industry chain has become significant. The AI chip sector continues to show high growth, while the mature process sector recovers slowly, creating a polarized industry landscape. This article provides an in-depth analysis of the market logic, technological iterations, and capital expenditure strategy changes behind this performance divergence, offering forward-looking perspectives for industry investors.
