【金牌纪要库】AI芯片驱动先进逻辑半导体设备订单增长强劲，上半年两大龙头订单同比增长40%，这个技术被视为下一代封装技术核心

Core Insights - The article highlights the strong growth in orders for advanced logic semiconductor equipment driven by AI chips, with two major industry leaders experiencing a 40% year-on-year increase in orders in the first half of the year [1] - NVIDIA's launch of the Rubin CPX is expected to significantly lower token generation costs, potentially stimulating overall demand for AI applications as this product is anticipated to grow alongside the overall increase in AI workloads [1] - The rise of AI terminals may disrupt the traditional separation of "computation" and "storage" architectures, with "compute-storage integration" or "near-storage computing" likely to come to the forefront, driving demand for corresponding equipment and materials [1]