According to a research report from Galaxy Securities, the computing - power sector is currently undergoing a phase of sustained performance realization, with valuation levels remaining at a moderate range. Looking ahead to the second half of the year, the firm maintains an optimistic outlook on areas closely tied to computing power. These include printed circuit boards (PCBs), domestic computing - power solutions, intellectual property (IP) licensing, and chip inductors.

It is projected that 2026 will stand as a critical turning point for the revival of the foldable screen market. There are widespread rumors that Apple is set to introduce foldable products. These potential offerings from Apple are likely to ignite intense discussions within the market. Moreover, they could introduce innovative concepts in both software interaction and hardware design, thereby further fueling market demand. In addition to this, the new wearable devices that are set to hit the market this year are also anticipated to play a role in driving the market's recovery.