根据对全球32 家半导体制造企业和20 家设备企业业绩统计，2Q25 全球设备公司总收入同比增长24%至340 亿美元。其中，海外市场由AI 相关投资主导，市场规模同比增长40%，其中测试机等后道设备增速尤为显著。受去年高基数影响，中国市场1H25 微降1%，呈现和海外不同的周期特点。综合以上公司指引的分析，我们认为2025 全年半导体资本开支将同比增长14%，达到1480 亿美元；全球设备市场...
Source Link根据对全球32 家半导体制造企业和20 家设备企业业绩统计，2Q25 全球设备公司总收入同比增长24%至340 亿美元。其中，海外市场由AI 相关投资主导，市场规模同比增长40%，其中测试机等后道设备增速尤为显著。受去年高基数影响，中国市场1H25 微降1%，呈现和海外不同的周期特点。综合以上公司指引的分析，我们认为2025 全年半导体资本开支将同比增长14%，达到1480 亿美元；全球设备市场...
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