Golden data June 12th news, according to the global market research agency TrendForce, the first quarter of consumer terminal entered the traditional off-season, although the supply chain occasionally appeared urgent orders, but mostly individual customer inventory replenishment behavior, the momentum is slightly weak; At the same time, the demand for automotive and industrial control applications is affected by factors such as inflation, geopolitical conflicts, and energy, only AI servers under the trend of global CSP giants investing a large amount of capital and enterprises setting up large language models (LLM) have emerged as the only bright spot supporting the supply chain in the first quarter. Based on these factors, the quarterly output value of the top ten global wafer foundries in the first quarter decreased by 4.3% to 29.2 billion US dollars.