02/05/2025, 11:50 AM UTC
晶圆代工预测：增长20%Wafer Foundry Forecast: Growth of 20%
<p>➀ 预计今年全球晶圆代工行业将增长20%，这得益于AI热潮推动的先进半导体制程需求。</p><p>➁ 领头的晶圆代工企业台积电预计将超越行业平均增长速度。</p><p>➂ 台积电股价反弹，市值重返28兆元以上，预计2025年美元营收增长可达24%至26%。</p><p>➃ 预计今年全球半导体营收将增长13.4%，达到7140亿美元的高峰。</p><p>➄ AI应用推动了对AI/HPC芯片和存储的需求，尤其是高频宽内存（HBM）需求强劲。</p><p>➅ 尽管有增长潜力，地缘政治和贸易关税因素可能对半导体行业产生负面影响。</p><p>➀ The global wafer foundry industry is expected to grow by 20% this year, driven by the surge in demand for advanced semiconductor processes due to the AI boom.</p><p>➁ TSMC, the leading wafer foundry company, is expected to outperform the industry average growth rate.</p><p>➂ TSMC's stock price rebounded and reached over 28 trillion New Taiwan Dollars, with revenue growth projected to be between 24% and 26% in 2025.</p><p>➃ The global semiconductor revenue is forecasted to grow by 13.4% this year, reaching a peak of $714 billion.</p><p>➄ AI applications are driving the demand for AI/HPC chips and storage, with high bandwidth memory (HBM) demand particularly strong.</p><p>➅ Despite the growth potential, geopolitical and trade tariff factors may pose negative impacts on the semiconductor industry.</p>
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