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SMBC Nikko Securities
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Global semiconductor growth and AI-driven market shifts
23 clusters · 71 sources · last updated
Latest: AI infrastructure drives shift toward 800V DC power architectures
The semiconductor industry continues its rapid expansion, fueled by demand for artificial intelligence (AI) infrastructure and high-bandwidth memory (HBM). Global sales in July 2026 reached $146.8 billion, a 135.1% incre
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