news flash·2025-06-17 00:29Core Viewpoint - The overall performance of the electronic industry is expected to continue its growth trend under normal demand conditions since Q2 2025, with strong downstream demand related to computing power and a stronger overseas computing power chain compared to domestic counterparts [1] Group 1: Industry Performance - The demand for B-end servers, optical storage, home appliances, and industrial automation remains strong, which is expected to drive the performance of related analog, power, and mature process industry chains [1] - The consumer electronics sector is in its traditional off-season in Q2, but demand remains stable, with some companies benefiting from market share gains and innovation upgrades [1] - The domestic supply chain for self-controllable industries is steadily advancing, with expectations for advanced logic orders to gradually materialize and stable storage orders [1] Group 2: Market Trends - The trend of industry mergers and acquisitions is becoming clearer [1] - The segments expected to perform well in Q2 include leading companies in computing-related PCBs, analog, storage, equipment, optics, certain SoC companies, and CIS leaders [1]