受益于消费电子、智能汽车和AI算力等需求拉动,电子元器件分销行业2024年景气度呈现小幅回升迹象。但结构性分化依旧严重,AI技术革命带来新一轮科技创新浪潮,行业增长动力主要与AI高度相关,包括内存(HBM)和逻辑(GPU)芯片等。全球半导体分销行业迎来洗牌,聚焦亚洲市场及AI产业链的文晔科技和大联大超越欧美巨头艾睿电子和安富利。此外,中国半导体进出口逆差继续收窄,国产芯片竞争力提升,出海意愿在逐步...
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