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AI drives automation demand, industrial market set for gradual recovery

Following inventory corrections and demand adjustments in the global ICT industry from 2023 to 2025, the sector’s economic landscape has shown clear divergence. AI server demand centered on data center construction continues to expand rapidly, standing out as one of the few high-growth areas. In contrast, industrial applications such as industrial PCs (IPCs), automation equipment, and machine tools have seen slower-than-expected recovery due to high inflation, rising geopolitical risks, and cautious corporate capital expenditures.