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The Integrated Circuit (IC) industry, often referred to as the Semiconductor Industry, is currently one of the most strategically important and transformative sectors globally. It is the fundamental enabler of all modern digital technology, from smartphones and cars to massive AI data centers.
The industry is currently in a phase of massive structural growth driven by new technologies, but this is balanced by significant geopolitical tension and unprecedented capital expenditure.
The Primary Driver: The explosion of Generative AI (GenAI) is the single biggest growth factor. AI training and inference require immensely powerful chips, particularly GPUs (NVIDIA being the market leader) and High-Bandwidth Memory (HBM), which drives up the value of high-end chips and tightens capacity at leading-edge foundries.