【机构：第二季度全球前十大IC设计厂营收年增73%，AI需求持续强劲】根据TrendForce集邦咨询最新IC设计产业研究，随着AI相关应用扩张，GPU、CPU、ASIC、互连产品等需求攀升，带动2026年第二季全球前十大无晶圆厂IC设计厂商合计营收年增73%，突破1,414.5亿美元。NVIDIA稳居榜首，AMD受益于CPU于代理式AI应用提升，排名升至第三。Qualcomm则因手机业务走弱，退居第四名。
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