半导体业金马年持续冲锋，受惠AI应用基础设施建设带动，世界半导体贸易统计组织上修2026年全球半导体产值预测7%、达7,720亿美元，年成长22%，创新高；2027年续旺，预估年增长逾25%、达9,750亿美元，逼近1兆美元。外界认为，主要来自IC设计、晶圆代工及封测产业驱动。台积电（2330）已于法说会上修全球AI市场成长展望，存储器大厂也对今年与明年展望乐观。IC设计业方面，发展特殊应用IC（...
Source Link半导体业金马年持续冲锋，受惠AI应用基础设施建设带动，世界半导体贸易统计组织上修2026年全球半导体产值预测7%、达7,720亿美元，年成长22%，创新高；2027年续旺，预估年增长逾25%、达9,750亿美元，逼近1兆美元。外界认为，主要来自IC设计、晶圆代工及封测产业驱动。台积电（2330）已于法说会上修全球AI市场成长展望，存储器大厂也对今年与明年展望乐观。IC设计业方面，发展特殊应用IC（...
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