삼성과 VIS, Nextchip의 상승이 눈에띄는데

하기 설명을 보면 DDI덕분인것 같고 아쉽게도 숏텀 현상이라고하네요. ㅠ

TrendForce reports an interesting shift in the electronics landscape: dwindling inventories for TV components, along with a surging mobile repair market that’s been driving TDDI demand, have sparked a smattering of urgent orders in the Q2 supply chain. These last-minute orders have served as pivotal lifelines, propping up Q2 capacity utilization and revenue for semiconductor foundries. However, the adrenaline rush from these stop-gap orders may be a short-lived phenomenon and is unlikely to be carried over into the third quarter.