According to industry insiders, Taiwan Semiconductor has received increased orders for China mainland customers' Super Rush (SHR) orders, with customers willing to pay a 40% premium. TSMC's gross margin in the second quarter reached 53.2%, exceeding the target of 51% to 53%. In addition, TSMC also raised its gross margin guidance for the third quarter to a maximum of 55.5%. These developments are unexpected. TSMC has observed a significant increase in demand for high-end smartphones and artificial intelligence (AI) chips. The utilization rates of the wafer factories' 3nm and 5nm factories will continue to increase in the second half of 2024. Therefore, the annual performance forecast has been raised to a higher range, and significant growth is expected in 2024.

After experiencing the low market demand and gradual elimination of inventory in 2023, the global semiconductor sales growth rate continues to increase slightly year-on-year, and the certainty of the semiconductor industry's upward cycle is constantly increasing. Pan Wei of Tianfeng Securities further analyzed that the continuous year-on-year increase in sales indicates that industry demand has relatively recovered from last year. Overall, smartphone/PC shipments are expected to increase year-on-year, and the wave of end-side replacement brought by AI and the construction of cloud computing will push semiconductors into a new round of cycles.

According to the Financial Data Center, among related listed companies:

Zhongjing Technology's main business is semiconductor silicon materials, which are mainly used in semiconductor discrete device chips and integrated circuit fields.

The second generation GPU core LG200 of Loongson Zhongke will be applied in 2K3000, supporting graphics acceleration, scientific calculation acceleration, and AI acceleration. Based on this, specialized GPGPU chips will be developed based on GPGPU technology of 2K3000 and Longchain technology of 3C6000.