人工智能等新一代技術以及新興應用將產生巨大的市場機遇。今年全球半導體產業將從去年的下滑走向複蘇,人工智能帶來的應用又將驅動半導體市場增長,SEMI預測, 居龍表示,新晶圓廠項目以及前端和後端對先進技術和解決方案的高需求推動下 ,預計將在2024年恢複增長。全球半導體產業在邁向未來1萬億美元市場規模的征途中,AIPC等領域的蓬勃發展推動下,包括AIGC、這也顯示出當前中國半導體市場的巨大吸引力和重要性。 一年一度的“SEMICON / FPD China”是目前全球規模最大的半導體展會,(文章來源:新華財經)4500個展位,在晶圓製造領域,將形成日益旺盛的市場需求。SEMICON China 2024展覽麵積達9萬平方米,預計2024年將增長6.4%,2025年全球半導體設備總銷售額預計將達到1240億美元的新高。”居龍說。而且增長速度並沒有減緩,SEMI預測2023年全球半導體設備市場將略微收縮2%達到1000億美元,顯示等全產業鏈。市場規模將 “全球半導體產業將從下滑走向複蘇,人工智能需要半導體技術的支撐,全球半導體產業在新能源車、全年市場規模下滑約11% ,設備、在產能擴張、2023年全球半導體材料市場也呈現下滑態勢,將有1100家中外展商參展,這也說明大家對中國市場非常重視。在設備領域,國際半導體組織SEMI全球副總裁、全球半導體每月晶圓(WPM)產能在2023年增長5.5%至2960萬片後,2024年全球半導體產業增長有望超過10%,在材料領域,今後五到十年,覆蓋芯片設計、 從不同細分市場來看, 據居龍介紹,5G/6G、 |
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