应用材料公司首席执行官近日表示，根据公司最新预测，全球半导体行业总收入有望在2026年达到1万亿美元规模。这一里程碑式的增长节点比先前行业预测的时间表提前了数年。
该判断基于当前半导体技术在人工智能、物联网和自动驾驶等领域的加速渗透。随着数字化转型浪潮席卷全球，芯片需求正呈现指数级增长态势。特别是高端制程和先进封装技术的突破，正在为产业创造新的价值空间。
值得注意的是，这一预测较多数机构此前预估的2030年实现万亿美元目标提前了整整四年。行业观察人士指出，半导体产业正经历结构性变革，单是人工智能芯片市场就可能在未来三年内实现翻倍增长。
尽管面临地缘政治和供应链波动等挑战，但芯片在数字经济中的基础性地位日益凸显。从智能汽车到云端计算，从工业自动化到消费电子，半导体正在成为推动全球技术创新和经济发展的核心引擎。
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