2026 Q3 Asia-Pacific Semiconductor Industry Performance Diversification Panorama: Dual-track Pattern of AI Chip Leadership and Mature Process Recovery Coexisting
2026-11-08 12:50:11
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In the third quarter of 2026, the Asia-Pacific semiconductor industry shows significant performance divergence, with strong growth in AI chips contrasting with the gradual recovery of mature processes. This article provides an in-depth analysis of the industrial logic, technological iterations, and market trends behind this dual-track pattern, revealing the structural changes and investment opportunities in the semiconductor industry in the new technology cycle.