全球半导体行业预计将进入以人工智能(AI)为中心的新增长阶段。在新的一年里,受AI数据中心需求的推动,存储器半导体市场预计将继续保持由供应商驱动的超级周期,而系统半导体市场预计将围绕AI加速器和先进工艺进行重组。 尤其值得一提的是,韩国半导体行业有望摆脱其在存储器领域的垄断地位,并在AI系统半导体和代工领域探索新的增长引擎。今年下半年,在全球大型科技公司大力投资人工智能基础设施的推动下,存储半导体...
Source Link全球半导体行业预计将进入以人工智能(AI)为中心的新增长阶段。在新的一年里,受AI数据中心需求的推动,存储器半导体市场预计将继续保持由供应商驱动的超级周期,而系统半导体市场预计将围绕AI加速器和先进工艺进行重组。 尤其值得一提的是,韩国半导体行业有望摆脱其在存储器领域的垄断地位,并在AI系统半导体和代工领域探索新的增长引擎。今年下半年,在全球大型科技公司大力投资人工智能基础设施的推动下,存储半导体...
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.