Changxin Technology Vice President Luo Xiaodong: The Computing Power Super Cycle Enters a Layered Era

During the 23rd China International Semiconductor Expo, Luo Xiaodong, Vice President of Changxin Technology, pointed out that the surge in global computing power demand has led the super cycle into a new layered era. This layering is manifested in the growth differentiation of segmented markets: the server market accounts for over 50% of demand, primarily flowing to high-value scenarios such as AI large models and intelligent computing centers; the automotive market is expected to have a compound annual growth rate of about 30% by 2030; the penetration of AI features in consumer electronics markets such as mobile phones and PCs is accelerating, but there are still significant cyclical fluctuations.

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