价值5300亿美元的半导体行业正出现一个日益扩大的鸿沟:那些抓住人工智能浪潮的公司正在蓬勃发展,那些错过这一机遇的公司则被远远甩在后面。从美股三季度财报季的初步结果来看,这个鸿沟可能很快就会变成一个深渊。 “没有AI,(芯片)市场将会非常惨淡,”荷兰芯片制造巨头阿斯麦首席执行官Christophe Fouquet在上周的电话会上表示。 阿斯麦三季度订单仅为市场预期的一半,由于非AI领域的需求疲软,...
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