Counterpoint Research最新报告显示,全球半导体行业正迎来强劲增长,预计从2024年到2030年,半导体收入将翻番,达到1.228万亿美元。这一增长主要受AI技术驱动,涵盖生成式AI、代理式AI到物理AI的应用。目前,生成式AI基础设施建设是短期内的主要驱动力,推动了对高性能半导体产品的需求。超大规模云服务提供商积极投资AI服务器,带动GPU、加速器、HBM和光学互连等产品的需求...
Source LinkCounterpoint Research最新报告显示,全球半导体行业正迎来强劲增长,预计从2024年到2030年,半导体收入将翻番,达到1.228万亿美元。这一增长主要受AI技术驱动,涵盖生成式AI、代理式AI到物理AI的应用。目前,生成式AI基础设施建设是短期内的主要驱动力,推动了对高性能半导体产品的需求。超大规模云服务提供商积极投资AI服务器,带动GPU、加速器、HBM和光学互连等产品的需求...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.