机构:AI浪潮推动,全球10大半导体公司年度资本支出将增长7%至1350亿美元

爱集微
Aug 05, 2025

机构研究显示,全球10家主要半导体公司的年度资本支出预计将增长7%,达到1350亿美元,这是三年来的首次增长,得益于生成式人工智能(AI)热潮中先进芯片供应商的推动。这十家公司中有六家,包括台积电、SK海力士、美光科技和中芯国际,计划2025财年的支出将超过2024财年。作为全球最大的芯片代工厂,台积电计划在2025年在全球九个地点破土动工或启动新工厂。近年来,台积电每年约有三到五个工厂开工,主要...

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