According to a research report by CITIC Securities, the electronics industry is poised for a comprehensive performance rebound in the second quarter of 2026. Notably, sectors experiencing price hikes, such as memory and Copper Clad Laminate (CCL), are projected to excel. Companies operating within the AI sphere, particularly those involved in storage, Printed Circuit Boards (PCBs), and power supplies, are expected to sustain robust growth trajectories. Regarding self-sufficiency and controllability, the utilization rates of semiconductor fabrication facilities (fabs) and packaging and testing services are on the rise, accompanied by a discernible rhythm of price escalations. (Note: Here, 'rhythm' is retained for its literal translation, though in a broader context, terms like 'pricing pace' or 'rate of price increases' might offer a more natural fit if the context permits.) Expectations are mounting for heightened sales of semiconductor equipment and domestic computing power, coupled with enhancements in financial reporting. Among other trends, the Apple and Huawei supply chains within the consumer electronics sector are standing out, with companies engaged in co-packaged memory businesses and those leveraging new product sales logic at the IC design end faring even better.