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[Luo Xiaodong, Vice President of Changxin Technology: The computing power super cycle has entered the stratified era] "Science and Technology Innovation Board Daily" reported on the 12th that at the 23rd China International Semiconductor Expo (IC China 2026), which opened on November 12, Luo Xiaodong, Vice President of Changxin Technology, pointed out in his speech that due to the surge in global computing power demand, the super cycle is entering a new "stratified era." This stratification is first reflected in the growth differentiation of market segments: the server market demand has exceeded 50%, with priority flowing to high-value scenarios such as AI large models and intelligent computing centers; the automotive market is expected to have a compound growth rate of approximately 30% by 2030; the penetration of AI functions in consumer electronics markets such as mobile phones and PCs is accelerating, but it still has obvious cyclical fluctuation characteristics. (Kechuangban Daily reporter Guo Hui)

#semiconductor #server #large model #Computing power #An overview of companies on the Science and Technology Innovation Board11-12 16:49