SEMI:AI算力需求引爆存储投资 2026年全球300mm晶圆厂设备支出首破500亿美元

智通财经
Jul 02
【SEMI:AI算力需求引爆存储投资 2026年全球300mm晶圆厂设备支出首破500亿美元】SEMI在最新发布的《300mm晶圆厂展望报告》中指出,2026年全球300mm晶圆厂存储领域设备投资预计首次突破500亿美元,增长29%至520亿美元,2027年再增11%至570亿美元。受AI基础设施、数据中心及下一代计算系统投资增加的支撑,这一增长反映了AI驱动对先进存储的持续需求。展望未来,SEMI预计2024年至2029年全球300mm晶圆厂存储领域设备投资将以19%的复合年增长率增长。全球300mm存储产能也预计将持续增加,2026年将达到每月410万片晶圆,2027年达到每月420万片晶圆。

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