大家都不抢芯片了

Group 1 - The consumer IC market is experiencing a slowdown due to the impact of tariff policies and the diminishing effects of subsidy policies in China, leading to a weaker demand for consumer ICs in the second half of the year [2][3] - Many IC design companies reported that the traditional peak season is not as strong this year, with some firms stating that they hope to at least maintain performance levels similar to last year [2] - The anticipation of upcoming purchasing seasons in China and the US is not showing strong demand, indicating that the second half of the year may be weaker than the first half [2][3] Group 2 - The AI wave is attracting significant attention and investment, with IC design companies acknowledging that those not involved in AI may struggle to achieve explosive growth [3] - Industry leaders suggest that economic cycles will eventually lead to a resurgence in demand for ICs in other sectors after the current focus on AI infrastructure and applications [3]