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INVESCO PHLX SEMICONDUCTOR ETF Newsroom
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Youyan Silicon: In the second half of the year, the prices of semiconductor wafers are relatively stable. The acquisition symbol DGT includes suppliers such as Taiwan Semiconductor and Micron | Directly covering the earnings conference.
Chairman Fang Yongyi of Youyan Silicon expressed that the company's 8-inch silicon wafer capacity utilization rate was full in the first three quarters, with a high production-sales rate. It will quickly develop new products, continuously reduce costs through technological progress. General Manager Zhang Guohu of Youyan Silicon stated that the acquisition target DGT is a supplier of Tokyo Electron Ltd. unsponsored ADR, taiwan semiconductor, micron, and other companies. The acquisition can effectively reduce the cost and risk of end customer certification, accelerating the certification process.
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Chip giant predicts to ship over 10 million AI PC servers by the end of next year, exploring the "oil cooling" innovation | Industry Observation
①Based on Lunar Lake, multiple AI PCs will be launched this year, with Intel targeting cumulative shipments of AI PCs exceeding 0.1 billion units by the end of next year; ② Next-generation AI PC processor Panther Lake and datacenter processor Clearwater Forest will be released next year; ③ Intel plans to increase server chip production capacity and has already started exploring the 'oil cooling' solution.
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