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Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted

Jay Liu

Jay Liu

, analysis

Jun 30, 2026, 10:45 0

Credit: DIGITIMES

As the electronics industry enters the second half of 2026, it is approaching what has traditionally been the peak season for demand. However, macroeconomic and geopolitical factors have disrupted normal business cycles across many applications, making...

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