Group 1: NOR Flash Market Insights - NOR Flash pricing remains stable and is expected to achieve structural growth, differentiating itself from DRAM and NAND by being less affected by storage cycle fluctuations [1] - Market demand is shifting towards higher density SPI NOR products suitable for automotive, industrial, and true wireless stereo (TWS) applications, driven by larger firmware capacity and over-the-air (OTA) upgrade needs [1] - Despite stable shipment volumes, the increase in product density and the transition to 55-40nm processes will continue to drive value growth, with NOR Flash expected to maintain revenue growth momentum through 2026 [1] Group 2: MEMS and Sensors Market Trends - The demand for low-power, high-precision, and compact MEMS and sensors is increasing due to the expansion of IoT and AI, with smart sensors becoming a mainstream trend [7] - The automotive sector will benefit significantly from the synergy of electrification, connectivity, and digitalization, with advanced driver-assistance systems (ADAS) expected to be a key driver of sensor demand by 2026 [7] - In the consumer electronics sector, there is a notable decline in the shipment volumes of products like headphones and wearables, impacting overall revenue expectations, while the demand for high-integrated, high-value MEMS microphones is increasing [7] Group 3: Power Semiconductor Market Forecast - Silicon-based semiconductors are gradually weakening in market performance due to challenges in key application areas like automotive and industrial, while wide-bandgap semiconductors are showing strong growth and are expected to contribute over 20% of total revenue by 2026 [11] - Silicon carbide (SiC) continues to expand in electric vehicle power systems, maintaining strong demand despite a slight slowdown in year-on-year growth, while gallium nitride (GaN) is anticipated to become a core growth driver as data centers seek efficient power solutions [11] - The automotive sector has surpassed industrial applications to become the largest single market for power semiconductors globally, with sales expected to increase long-term due to electrification, despite a slight decline in 2024 [17]