11/25/2024, 02:28 PM UTC
2025年半导体市场展望:复杂多变的趋势Mixed outlook for semis in 2025
➀ WSTS报告2024年第三季度半导体市场收入为1660亿美元,同比增长率创2021年以来新高。英伟达凭借AI GPU优势领跑市场。➁ 紫光展锐、美光、铠侠等内存公司收入增长显著,而瑞萨电子收入下降。➂ 2024年第四季度及2025年的展望复杂多变,AI推动增长但汽车市场和内存市场影响成疑。➀ The WSTS reported a $166 billion semiconductor market revenue in Q3 2024, with the highest growth rate since 2021. Nvidia led the market with AI GPU strength. ➁ SK Hynix, Micron, and Kioxia reported double-digit revenue growth, while Renesas Electronics saw a decline. ➂ The outlook for Q4 2024 and 2025 is mixed, with AI driving growth but concerns over automotive market and memory market impact.
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