芯片行业三大增长引擎:AI 芯片、汽车芯片、第三代半导体

半导体照明网
Feb 02

开年之初,全球芯片行业就呈现出鲜明的“K型”分化格局:一边是AI芯片、高带宽存储等赛道烈火烹油,毛利率轻松突破50%;另一边是传统消费电子芯片寒风凛冽,利润率被压至10%以下的“刀片级”水平。巨头们集体“清理甲板”,将资源向高增长领域倾斜,留下的3000亿元市场空白,正成为行业重构的关键窗口期。WSTS预测,2026年全球半导体市场将达9750亿美元,其中AI芯片、汽车芯片、第三代半导体三大赛道...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10