In August 2026, the global chip spot market shows significant polarization, with AI-related chip prices continuously rising while consumer electronics chips continue to hit bottom. This article deeply analyzes the market logic behind this phenomenon, exploring the cyclical opportunities and long-term value of hard tech investment to provide decision-making references for investors.
In August 2026, the chip spot market shows significant polarization, with high-end chips in short supply while mid-low-end capacity faces surplus. This analysis examines the underlying logic, cyclical characteristics, and long-term value of hard tech investment, providing strategic reference for investors.
With the rapid development of AI technology and the continuous expansion of the digital economy, the chip spot market exhibits unprecedented polarization. High-end chips are in short supply, while some traditional chips face inventory pressure. This polarization reflects the profound transformation of hard tech investment logic. This article analyzes the latest dynamics of the chip spot market, explores the periodic opportunities and long-term value of hard tech investment, and offers strategic
This article deeply analyzes the relationship between 2026 chip spot market fluctuations and hard tech investment, revealing the underlying logic and long-term value of heavy investment in hard tech, providing investors with a forward-looking perspective.
This article provides an in-depth analysis of the chip spot market differentiation in the second half of 2026, explores the hard tech investment logic behind the performance differences between HBM and DRAM, reveals cyclical opportunities and long-term value, and offers references for investors.
In August 2026, the storage chip market shows clear polarization, with HBM surging 20% due to supply shortage while consumer DRAM and NAND continue to bottom out. This article analyzes the hard tech investment logic behind this phenomenon, exploring why heavy investment in hard tech remains the preferred strategy for institutional investors despite intensifying market polarization.
This article provides an in-depth analysis of the hard tech investment logic behind DRAM price trends in 2026, exploring market differentiation driven by AI demand, investment opportunities brought by technological changes, and the long-term value of hard tech investment, offering valuable references for investors.
In-depth analysis of the hard technology investment logic behind DRAM price fluctuations, exploring the cyclical characteristics and long-term investment value of the semiconductor storage market, providing investors with hard technology asset allocation strategies.
In the second half of 2026, the storage chip market shows clear differentiation, with divergent trends between DRAM and NAND, and a stark contrast between enterprise and consumer markets. This article provides an in-depth analysis of the hard tech investment logic behind this phenomenon, exploring investment opportunities driven by AI-driven high-performance storage demand growth, the rise of domestic storage chip companies, and global supply chain restructuring, offering investors comprehensive
SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.008138s ]
SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '47' LIMIT 1 [ RunTime:0.001021s ]
SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.003901s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001027s ]
SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.004310s ]
SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setmal' AND `subsite_id` = '47' LIMIT 1 [ RunTime:0.000981s ]
SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.005719s ]
SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 47 AND ( ( LOWER(name) = 'en' ) OR `subtag` = 'en' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001554s ]
SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.008492s ]
SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '47' LIMIT 1 [ RunTime:0.001222s ]
SHOW TABLES LIKE 'g3ys_category_lang' [ RunTime:0.005512s ]
SHOW FULL COLUMNS FROM `g3ys_category_lang` [ RunTime:0.003451s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '47' AND `category_id` = '1874' AND `lang` = 'en' LIMIT 1 [ RunTime:0.001250s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '47' AND `category_id` = '1877' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000865s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '47' AND `category_id` = '1873' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000778s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '47' AND `category_id` = '1872' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000723s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '47' AND `category_id` = '2101' AND `lang` = 'en' LIMIT 1 [ RunTime:0.001218s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '47' AND `category_id` = '2102' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000784s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '47' AND `category_id` = '2103' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000796s ]
SHOW FULL COLUMNS FROM `g3ys_model` [ RunTime:0.006328s ]
SELECT `extend` FROM `g3ys_model` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000894s ]
SHOW FULL COLUMNS FROM `g3ys_attribute` [ RunTime:0.003989s ]
SELECT `id`,`name`,`title`,`field`,`type`,`value`,`remark`,`is_show`,`extra`,`model_id`,`is_must`,`status`,`update_time`,`create_time`,`fields`,`search`,`relative`,`relative_fields`,`is_lang` FROM `g3ys_attribute` WHERE `model_id` = 1 [ RunTime:0.002119s ]
SELECT `extend` FROM `g3ys_model` WHERE `id` = 2 LIMIT 1 [ RunTime:0.000728s ]
SELECT `id`,`name`,`title`,`field`,`type`,`value`,`remark`,`is_show`,`extra`,`model_id`,`is_must`,`status`,`update_time`,`create_time`,`fields`,`search`,`relative`,`relative_fields`,`is_lang` FROM `g3ys_attribute` WHERE `model_id` IN (2,1) [ RunTime:0.001723s ]
SHOW TABLES LIKE 'g3ys_document_article' [ RunTime:0.003998s ]
SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.007275s ]
SELECT COUNT(*) AS think_count FROM `g3ys_document` `a` INNER JOIN `g3ys_total` `t` ON `a`.`id`=`t`.`target_id` INNER JOIN `g3ys_document_article` `d` ON `a`.`id`=`d`.`document_id` WHERE `category_id` = 1874 AND `pid` = '0' AND `status` = '1' AND `document_type` = 0 AND `subsite_id` = 47 [ RunTime:0.018938s ]
SELECT * FROM `g3ys_document` `a` INNER JOIN `g3ys_total` `t` ON `a`.`id`=`t`.`target_id` INNER JOIN `g3ys_document_article` `d` ON `a`.`id`=`d`.`document_id` WHERE `category_id` = 1874 AND `pid` = '0' AND `status` = '1' AND `document_type` = 0 AND `subsite_id` = 47 ORDER BY `sort` DESC,`update_time` DESC LIMIT 0,10 [ RunTime:0.005276s ]
SHOW TABLES LIKE 'g3ys_document_article_lang' [ RunTime:0.004645s ]
SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.003659s ]
SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '47' AND `lang` = 'en' AND `document_id` IN ('6973','6934','6791','6708','6658','6607','6557','6508','6454','6376') [ RunTime:0.023459s ]
SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.005697s ]
SELECT * FROM `g3ys_category_lang` WHERE `category_id` = '1874' AND `subsite_id` = '47' AND `lang` = 'en' [ RunTime:0.003020s ]
SHOW FULL COLUMNS FROM `g3ys_record` [ RunTime:0.006316s ]
SELECT `id` FROM `g3ys_record` WHERE `subsite_id` = '47' AND `type` = 'article_category' AND `url` = 'https://www.setmal.com/tech-hardware-perks' AND `create_time` >= 1791723284 AND ( `visitor_id` = '1f867b61474315b378fae0f7ae0166d0' OR `session_id` = '5269326822cec69c2bd73c8db6ab2690' ) LIMIT 1 [ RunTime:0.003774s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001227s ]
SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.003777s ]
SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-full' AND `subsite_id` = '47' AND `status` = 1 LIMIT 1 [ RunTime:0.001411s ]
SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.004614s ]
SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '47' AND `ad_location_id` = '112' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1791723344 ) AND ( `end_time` = 0 OR `end_time` >= 1791723344 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001547s ]
SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.004276s ]
SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 112 AND `subsite_id` = '47' AND `lang` = 'en' [ RunTime:0.001169s ]
SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.003353s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001437s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001077s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000991s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001249s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000949s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001988s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001515s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001877s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001037s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001639s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001552s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001807s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000942s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001125s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000944s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001225s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001352s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000935s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001524s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.004728s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001300s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001712s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '47' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001288s ]
