Changxin Technology: The computing power super cycle enters the layered era

On November 12, at the 23rd China International Semiconductor Expo (IC China 2026), Luo Xiaodong, Vice President of Changxin Technology, stated that due to the surge in global computing power demand, the computing power super cycle is entering a new "layered era."

Luo Xiaodong pointed out that this layering is first reflected in the growth differentiation of segmented markets. Currently, the server market demand accounts for over 50%, prioritizing 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 functions in consumer electronics markets such as mobile phones and PCs is accelerating, but still exhibits significant cyclical volatility characteristics.