需求回流，AI和主流消费推动高增。根据集邦咨询预测，得益于GPU/ASIC需求以及消费电子订单，2025年全球Fab市场收入有望YoY+27%。多GPU架构下，先进制程仍处于扩张阶段，AI需求显著拉动增长；此外，2026年或是本土供给侧突破的一年，中国高阶AI芯片市场总量有望成长逾60%。虽然H200重新出口有望吸引CSP、OEM采购，但本土AI芯片仍会朝向自主化发展，其国产配套供应链逐步佐证，...
Source Link需求回流，AI和主流消费推动高增。根据集邦咨询预测，得益于GPU/ASIC需求以及消费电子订单，2025年全球Fab市场收入有望YoY+27%。多GPU架构下，先进制程仍处于扩张阶段，AI需求显著拉动增长；此外，2026年或是本土供给侧突破的一年，中国高阶AI芯片市场总量有望成长逾60%。虽然H200重新出口有望吸引CSP、OEM采购，但本土AI芯片仍会朝向自主化发展，其国产配套供应链逐步佐证，...
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