半导体产业的新周期:增长逻辑、技术演进与区域格局

Ofweek维科网
30 Jun

芝能智芯出品Yole发布了《Overview of the Semiconductor Devices Industry 2025-H1 Market and Technology Report》这份报告,总结了半导体行业正在发生的重大变化。摘录分享一下:2024年,全球半导体行业在经历短暂调整后重回增长通道,产业链各环节由生成式AI、电动汽车、数据中心等新兴需求带动,高度活跃的技术迭代与区域竞争...

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