核心观点半导体-1月报2025年,全球半导体市场在AI需求驱动下进入强景气周期。晶圆代工龙头台积电创下业绩纪录,并计划在2026年将资本支出大幅提升至520-560亿美元,远超市场预期,旨在加速先进制程产能扩张,以应对全球AI算力芯片的持续紧缺。这股强劲需求也在加剧关键环节供需失衡。市场研究机构集邦咨询(TrendForce)全面上调2026年第一季度存储器价格预测,预计DRAM合约价将环比暴涨...
Source Link核心观点半导体-1月报2025年,全球半导体市场在AI需求驱动下进入强景气周期。晶圆代工龙头台积电创下业绩纪录,并计划在2026年将资本支出大幅提升至520-560亿美元,远超市场预期,旨在加速先进制程产能扩张,以应对全球AI算力芯片的持续紧缺。这股强劲需求也在加剧关键环节供需失衡。市场研究机构集邦咨询(TrendForce)全面上调2026年第一季度存储器价格预测,预计DRAM合约价将环比暴涨...
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