The first half of 2026 saw a strong performance in AI hardware, driven by sectors like optical communications and memory chips. Looking ahead to the second half, public funds anticipate AI will remain a key investment theme, shifting from valuation-driven to performance-driven logic as the industry enters a phase of earnings realization. Opportunities are expected to expand into upstream and downstream sectors such as rare earths and power. Additionally, diamond heat dissipation materials are seeing accelerated commercialization for AI servers and consumer electronics, with significant adoption in high-performance computing and next-generation processors, indicating long-term investment value in the supply chain. AI
IMPACT Investment focus shifts to AI performance and supply chain expansion, with diamond cooling materials showing significant commercial potential for high-performance computing.
RANK_REASON The article discusses investment outlooks and market trends related to AI hardware and materials, rather than announcing a new product or research breakthrough.
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