从AI主线到国产替代,2026半导体趋势彻底变了

半导体产业报告
Dec 21, 2025

过去两年,太多人以为AI只是一个泡沫,而半导体板块只是一轮短暂的阶段性热潮。但读完《2026 半导体展望》后,你会发现:真正的趋势,不是热度,而是结构性的底层逻辑正在重写整个行业的价值链。在接下来的两年里,无论你是从业者还是观察者,都必须清醒地意识到:这不是一个阶段性热点,而是一次供需逻辑、技术演进、地缘策略、体系结构全维度重构的开始。一、AI周期不是风口,是地基:超预期的资本支出、明确的应用价值...

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