01/15/2025, 06:29 AM UTC
芯片市场前景谨慎乐观,Future Horizons预测2025年市场将增长15%Proceed with extreme caution, says Penn
➀ Future Horizons提醒对半导体市场持谨慎态度,指出四个关键影响因素中有三个呈红色预警,一个呈黄色预警。➁ 公司首席执行官Malcolm Penn表示,市场复苏的基础过于狭窄,并且对AI热潮的影响表示担忧。➂ 预测2024年市场将增长15%,同时指出AI市场的可持续性以及中国可能用成熟节点芯片充斥市场的挑战。➀ Future Horizons warns of caution in the semiconductor market, highlighting three red and one amber signal among the four key influences. ➁ The CEO, Malcolm Penn, expresses concern over the narrow foundation of the market 'recovery' and the impact of AI hype. ➂ The company predicts a 15% market rise in 2024, noting challenges such as AI market sustainability and China's potential to flood the market with mature node chips.---
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