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SMIC's Yin Zhiyao: Emerging industries such as AI and green energy are becoming the growth engines of the semiconductor industry.
During the SEMICON exhibition, Dr. Yin Zhiyao, Chairman and General Manager of Zhongwei Company, stated in a media interview that, from the perspective of overall demand, emerging industries such as AI and green energy are becoming the growth engines of the semiconductor industry. Benefiting from the high demand for advanced logic processes, HBM, and 3D NAND storage devices for AI training and inference, the share of AI-related investments in the equipment market will continue to rise. At the same time, green energy and the digitalization of energy will also drive demand for specialty processes such as power devices (SiC, GaN). Downstream demand will propel semiconductor equipment into a new development cycle. (People Finance News)