Luo Xiaodong, Vice President of ChangXin Technology: The Supercomputing Cycle Enters the Era of Tiering
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Author:小编   

On November 12, the 23rd China International Semiconductor Expo (IC China 2026) opened its doors. In his keynote speech, Luo Xiaodong, Vice President of ChangXin Technology, noted that the surge in global computing demand is propelling the industry's super cycle into a new "era of tiering." Growth across market segments is diverging noticeably: the server market now accounts for more than 50% of demand, with priority flowing to high-value scenarios such as AI large models and intelligent computing centers; the automotive market is projected to grow at a compound annual rate of about 30% through 2030; and AI features are penetrating consumer electronics such as smartphones and PCs at an accelerating pace, though these markets still exhibit cyclical fluctuations.