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市场动态:尽管面临地缘政治风险,SEMI 仍预计芯片需求强劲

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-- 据路透社周二报道,全球半导体行业组织SEMI表示,尽管中东局势紧张和贸易不确定性给供应链带来压力,但半导体需求预计仍将保持强劲。 SEMI的报告指出,预计今年半导体行业销售额将达到1万亿美元,到2035年将翻一番,达到2万亿美元,这主要得益于人工智能数据中心的快速扩张。 SEMI首席执行官阿吉特·马诺查(Ajit Manocha)告诉路透社,地缘政治风险不太可能阻碍短期增长,但氦气和溴等关键材料的短缺可能会对长期前景造成影响。他还强调了供应方面的脆弱性,并敦促东南亚经济体扩大芯片制造能力,以加强和多元化全球生产网络。 (市场动态新闻来源于与全球市场专业人士的对话。这些信息被认为是来自可靠来源,但可能包含传闻和猜测。准确性无法保证。)

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