05/20/2025, 05:25 AM UTC
电子产品与IC销售未受关税影响Electronics and IC sales unaffected by tariffs
➀ 2025年第一季度电子产品销售额环比下降16%，同比持平；IC销售额环比下降2%，但受AI和高性能计算投资推动，同比大增23%；
➁ 半导体资本支出环比下降7%，但同比增长27%，高带宽内存（HBM）、先进封装和晶圆厂设备投资成主要驱动力；
➂ 全球晶圆厂产能达4250万片/季度，中国、日本和台湾地区引领扩张，但地缘政治风险和贸易政策不确定性或影响未来增长。
➀ Q1 2025 electronics sales declined 16% QoQ but stayed flat YoY, while IC sales dipped 2% QoQ but surged 23% YoY, fueled by AI and high-performance computing investments;
➁ Semiconductor CapEx fell 7% QoQ but rose 27% YoY, driven by investments in HBM, advanced packaging, and wafer fab equipment (WFE) spending growth;
➂ Global wafer fab capacity expanded to 42.5 million wafers/quarter, with China, Japan, and Taiwan leading growth amid geopolitical risks and uncertain trade policies.
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本文由大语言模型（LLM）生成，旨在为读者提供半导体新闻内容的知识扩展（Beta）。
