引言半导体行业正站在新的历史拐点上。随着生成式人工智能（GenAI）、高性能计算（HPC）与5G通信的全面爆发，全球算力需求呈现指数级增长，芯片不再只是“电子时代的石油”，而成为推动智能经济持续进化的基础能源。AI时代的到来，让半导体重新成为科技与地缘政治的双重核心。根据报告调研，到2026年，下游企业对芯片需求的增幅预计高达29%，几乎是上游厂商预期的两倍。这种罕见的“预期温差”揭示了一个趋势：...
Source Link引言半导体行业正站在新的历史拐点上。随着生成式人工智能（GenAI）、高性能计算（HPC）与5G通信的全面爆发，全球算力需求呈现指数级增长，芯片不再只是“电子时代的石油”，而成为推动智能经济持续进化的基础能源。AI时代的到来，让半导体重新成为科技与地缘政治的双重核心。根据报告调研，到2026年，下游企业对芯片需求的增幅预计高达29%，几乎是上游厂商预期的两倍。这种罕见的“预期温差”揭示了一个趋势：...
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