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On November 12, the 23rd China International Semiconductor Expo and the 8th IC Entrepreneur Conference opened at the China National Convention Center in Beijing. Many attending guests noted that from data centers to smart vehicles, and from model training to robots performing tasks, the semiconductor requirements across different scenarios are shifting. The demand growth driven by AI is not spreading evenly across the entire industry chain but is instead showing pronounced structural characteristics. Industry insiders interviewed believe that as AI accelerates its penetration from large-model training into a wide range of applications, application scenarios have begun to stratify and fragment, driving demand differentiation across the semiconductor industry chain and prompting chip companies to rethink their product positioning and competitive approaches.
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