韩国财政部与专家评估：AI半导体需求暂无萎缩信号
韩国企划财政部与半导体专家座谈认为，尚未发现AI投资或半导体需求萎缩的明显信号，短期需求基础预计稳定。
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韩国企划财政部与半导体专家座谈认为，尚未发现AI投资或半导体需求萎缩的明显信号，短期需求基础预计稳定。
BlockBeats援引Counterpoint Research称，AI与数据中心需求及涨价推动2026年第三季度DRAM营收同比接近5倍，市场处于价格驱动的“超级周期”。
Intel is expected to October 29 release its earnings after the U.S. market closes Q3; reports compile market expectations and identify server CPU demand,Q4 guidance, and capacity-expansion spending as focal points.
PANews, citing data from Counterpoint Research, reported that memory prices were pushed up by demand for AI and that global PC shipments in the third quarter totaled 57000000 units, down year on year by 21%and down quarter on quarter by 13.8%。
Silicon Data said its LLM Token Index has fallen 52% since late May, while H200, B200, and B300 rental prices among non-hyperscale cloud providers rose over the same period.
Serenity said it has built positions in multiple small listed South Korean semiconductor-related companies and believes some may reach an earnings inflection point driven by AI demand, but did not disclose the specific targets.