AI热情高涨，全球最大半导体展会将在上海举办

观察者网03-07

DeepSeek爆火之际，作为人工智能的底层算力支撑，半导体行业的未来想象空间再度扩大。但与此同时，摩尔定律的发展出现放缓，整个半导体产业也面临着地缘政治的紧张局势、供应链重整与关税壁垒等多重挑战。在这样的时代背景下，半导体产业需要一个凝聚共识和交流的平台。近日观察者网了解到，全球规模最大的半导体行业展会之一，SEMICON China将于2025年3月26日至28日间在上海新国际博览中心举办。...

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China将于2025年3月26日至28日间在上海新国际博览中心举办。本次展会面积10万平方米、超1400家展商、5000个展位，20多场同期会议和活动，覆盖芯片设计、制造、封测、设备、材料、光伏、显示等全产业链。SEMI全球副总裁、中国区总裁居龙向观察者网表示，半导体产业目前正面临前所未有的机遇与挑战。人工智能、自动驾驶、物联网等新兴应用持续推动半导体需求增长，包括服务器与数据中心芯片等。他指出，2024年全球半导体市场实现强劲反弹，产业规模增长19.1%，达到6280亿美元，未来仍将保持两位数增长，预计到2030年全球半导体产业规模将突破1万亿美元。2030年全球半导体产业规模将突破1万亿美元观察者网居龙提到了当前产业发展的重点，包括服务器与数据中心芯片的快速增长，这主要由AI需求驱动。此外，智能汽车、物联网、先进封装技术等也将成为未来产业发展的重要领域。居龙指出，中国在过去的2022、2023、2024三年都是全球最大的半导体设备销售市场，占比在2024年达到了43%。尽管预测2025年中国区销售可能下降，但未来仍将持续投资。值得注意的是， SEMICON China 2025相比去年增加了一个展厅，展商增加了300家，居龙表示，其中中国展商居多，显示出国内半导体产业发展的正向趋势。居龙向包括观察者网在内的数家媒体称赞了DeepSeek的开源架构，认为它颠覆了世界对于人工智能的认知——人工智能不再属于少数人，也显示了中国对于AI发展的热情，称其为“振奋的、正能量的发展” 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