基础化工行业周报:先进制程扩产加速 持续看好半导体材料国产化进程

光大证券
Dec 21

AI 需求推动全球半导体销售额持续增长。2025 年,得益于AI 算力、数据中心、智能驾驶等终端需求的共同推动,全球半导体销售额在2024 年的复苏基础上实现进一步增长。根据美国半导体协会(SIA)统计数据,2025 年1-10 月全球半导体销售额约为6121 亿美元,同比增长21.9%;中国大陆半导体销售额约为1694 亿美元,同比增长12.5%。同时,根据世界半导体贸易统计组织(WSTS)于...

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