芯片行业的逆袭

半导体行业观察
13 Feb

一系列半导体和大型科技公司的财务业绩已经发布。财年结束时间稍有偏差的NVIDIA尚未发布公告,但从整体来看,决定科技行业成败的最大因素显然是在AI领域的表现。尤其可以看出,企业是否参与AI半导体领域,半导体市场动向存在显著差异。根据全球半导体市场统计 (WSTS) 2024 年 12 月发布的数据,预计 2023 年至 2024 年间整体市场销售额将增长创纪录的 19%。但若细究起来,不难发现,...

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