AI芯片市场巨变:半导体行业前5%企业席卷1590亿美元利润,后5%公司亏损370亿美元

爱集微
21 Jul

据全球咨询公司麦肯锡7月20日发布的报告显示,包括英伟达、台积电、博通等在内的半导体行业前5%(按年销售额计算)的公司,包揽了2024年该行业创造的全部利润。前5%的半导体公司获得的经济利润高达1590亿美元,而中间90%的公司利润仅为50亿美元。排名后5%的公司实际亏损370亿美元。实际上,前5%的半导体公司获得的成绩单超过整个半导体市场创造的经济利润(1470亿美元)。这一市场转变仅用了2~3...

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