大中华半导体 - 云计算半导体需求到 2026 年全球仍将强劲-Greater China Semiconductors-Cloud Semis Demand Remains Strong Globally into 2026
2025-10-09 02:00
September 30, 2025 09:00 PM GMT Greater China Semiconductors | Asia Pacific Cloud Semis: Demand Remains Strong "Globally" into 2026 Demand for AI in the semiconductor sector shows ongoing strength, with OpenAI and Alibaba recently releasing new deployments. Substrate shortage in 1H26 suggests a stronger 2H26 for Aspeed. Stay positive on cloud semis overall. Key Takeaways Demand for AI is unstoppable: OpenAI and NVIDIA (covered by Joe Moore; see report) jointly announced a strategic partnership to deploy at ...