集微咨询发布《2025中美半导体上市公司数据分析》英伟达一家业绩超A股芯片企业总和

爱集微2025-12-20

12月20日，由半导体投资联盟和集成电路投资创新联盟主办、ICT知识产权发展联盟协办、爱集微承办的“2026半导体投资年会暨IC风云榜颁奖典礼”在上海隆重举行。本届年会以“AI赋能・共筑未来——技术创新与产业融合之路”为主题，聚焦人工智能与大模型在半导体产业中的深度融合与落地实践。会上，集微咨询资深分析师张浩发布了《2025中美半导体上市公司数据分析》报告。张浩表示，由于2023年下半年IPO...

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Companies in 2025\" Nvidia's performance exceeds the sum of A-share chip 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Insights）统计，美股半导体上市公司各细分领域占比与A股类似，但美股IDM、设备领域占比较高。从总市值来看，美股半导体公司的总市值超10万亿美元，是A股12倍，过去五年美股总市值增长了2.8倍，设计企业总市值增长了4.2倍，而A股企业分别增长了1.5倍和1.6倍。从营业收入来看，美股总营收达8266亿美元，同比增长26%，从净利润来看，美股总净利润达2341亿美元，同比增长71%，美股总营收和总净利润分别是A股的7.2倍和35倍。张浩表示，从中美营业收入和净利润的对比来看，中国半导体公司上市单位营收创造的净利润仅为美股的五分之一。“过去一年在AI和算力需求的推动下，以英伟达为代表的企业市值和业绩一路高歌猛进，加速了美股半导体公司的整体发展，”张浩最后补充道，尽管过去一段时间我们A股的半导体企业有着后发优势发展迅速，但从数据统计上来看，美股的企业业绩不仅体量远超A股，增速也比A股快。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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集微咨询发布《2025中美半导体上市公司数据分析》 英伟达一家业绩超A股芯片企业总和

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集微咨询发布《2025中美半导体上市公司数据分析》英伟达一家业绩超A股芯片企业总和