日经中文网·2026-01-10 00:34Group 1 - The development of AI is expected to make significant progress by 2026, with active manufacturing in related semiconductors and servers [2] - Popular stocks mentioned include Alibaba Group, Samsung Electronics, and TSMC, indicating strong market interest in these companies [2] - Demand for products that reduce power consumption in data centers is expanding, broadening the range of related stocks [2] Group 2 - Alibaba is considered a potential stock due to its strong performance in cloud business and its strategy to expand the use of generative AI through open-source models [4] - The emergence of new companies like DeepSeek is expected to drive growth in the tech sector, with this trend anticipated to continue into 2026 [4] Group 3 - Analysts predict that global spending on AI services and related technologies will increase by 37% in 2026, reaching $2 trillion [5] - The production of semiconductors is expected to become more active, with demand for high-bandwidth memory (HBM) and DRAM remaining strong [6] - TSMC and Hon Hai Precision Industry are expected to benefit from providing advanced semiconductors to companies like NVIDIA [6] Group 4 - There are concerns about semiconductor companies' equipment investments not keeping pace, with geopolitical risks potentially affecting supply chains [7] - Samsung and SK Hynix are enhancing their production capacity, but new factories may not be operational by 2026 [7]