According to data released by multiple industry institutions, global semiconductor sales achieved steady year-on-year growth in the first half of 2026, with the storage sector becoming the largest contributor to growth due to price recovery and AI related demand. The strong cyclical nature of storage makes it highly sensitive to macroeconomic and supply-demand changes. The industry generally expects that the sustainability of this round of recovery will be better than previous cycles, supported by the structural demand for AI and automotive electronics.