2025年8月7日,据研究机构数据显示,受生成式AI热潮推动,全球十大半导体公司年度资本支出预计增长7%,总额将达到1350亿美元,为三年来首次增长。台积电、SK海力士、美光科技和中芯国际等六家公司均计划提高2025财年支出。台积电计划支出380亿至420亿美元,较上年增长约30%,并将扩展美国、欧洲和日本市场。美光科技与SK海力士则加大对AI存储芯片的投资。与此同时,英特尔削减支出,转向研发。...
Source Link2025年8月7日,据研究机构数据显示,受生成式AI热潮推动,全球十大半导体公司年度资本支出预计增长7%,总额将达到1350亿美元,为三年来首次增长。台积电、SK海力士、美光科技和中芯国际等六家公司均计划提高2025财年支出。台积电计划支出380亿至420亿美元,较上年增长约30%,并将扩展美国、欧洲和日本市场。美光科技与SK海力士则加大对AI存储芯片的投资。与此同时,英特尔削减支出,转向研发。...
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