During the first half of 2026, the power semiconductor industry witnessed a remarkable upswing in its prosperity index, propelled by a substantial surge in demand emanating from AI servers, new energy vehicles, and photovoltaic energy storage systems. This surge, compounded by constrained capacity in 8-inch mature fabrication processes, spurred an increase in both production volumes and prices. The semi-annual financial results of industry chain stalwarts such as Meide Electronics, Yangjie Technology, and Silan Microelectronics underscore the industry's transition from mere cost pass-through mechanisms to a more profound resonance with AI-driven demand. Furthermore, the escalating power density requirements within data centers are acting as a catalyst, accelerating the pace of industrial transformation.