05/01/2025, 06:28 AM UTC
关税战将重创全球半导体市场，TechInsights预测2026年或缩水34%Tariff War to Devastate Global Semiconductor Market: TechInsights Predicts a 34% Shrinkage by 2026
➀ 美中贸易摩擦升级，关税政策的不确定性正深刻影响全球半导体市场。
➁ TechInsights的最新报告分析了多种情景，包括‘基础情景’、‘中度冲击’情景和‘极端冲击’情景。
➂ 在基础情景下，预计2025年全球半导体市场规模约为7770亿美元，2026年约8440亿美元，数据中心和AI芯片需求将持续增长。
➃ 在中度冲击情景下，预计全球半导体市场规模将分别降至2025年的7360亿美元和2026年的6990亿美元。
➄ 在极端冲击情景下，2025年市场规模可能跌至6960亿美元，2026年更是暴跌至5570亿美元，同比缩水34%，对数据中心建设成本、半导体设备订单和消费者需求产生重大影响。
➀ The uncertainty of tariff policies due to the escalating US-China trade tensions is deeply impacting the global semiconductor market.
➁ TechInsights' latest report outlines various scenarios, including a 'base case' with stable tariffs, a 'moderate impact' case with increased tariffs, and an 'extreme impact' case with severe tariffs.
➂ Under the base case, the global semiconductor market is expected to reach approximately $777 billion in 2025 and $844 billion in 2026, with steady growth in data center and AI chip demand.
➃ In the moderate impact case, the market is projected to decline to $736 billion in 2025 and $699 billion in 2026.
➄ The extreme impact case predicts a market size of $696 billion in 2025 and a sharp drop to $557 billion in 2026, with significant impacts on data center construction costs, semiconductor equipment orders, and consumer demand.
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