In response to the supply and demand situation in the MCU market, Zhongying Electronics stated during an institutional survey on August 26 that the semiconductor industry is currently polarized between AI and non-AI. The recent “out of stock” phenomenon is actually a crowding out effect brought about by AI, rather than a fundamental change in demand fundamentals. Over the long term, the company's sales have maintained double-digit growth, but due to pressure from within the industry, the revenue growth rate was less than quantitative growth due to pressure from ASP. In the long run, the company is concerned about compound growth rates, and short-term fluctuations will not change long-term trends.

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