AI算力需求扩张：半导体或迈入万亿美元纪元

鞭牛士01-01

AIPress.com.cn报道1月1日消息，最新行业观测显示，AI 已经不再仅仅是芯片的需求方，而是成为了重塑整个产业结构的“造物主”。美国银行分析师Vivek Arya指出，正是这种由 AI 驱动的超大规模基础设施建设将 2026 年全球半导体营收推向 1 万亿美元的历史极值。与 WSTS 此前预测的 9750 亿美元不同，AI 的爆发式增长带来的 30% 行业营收跳增，预示着一个以 AI 为...

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era","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"2NVD.UK":0.6,"NVDY":0.6,"LRCX":1.91,"NVIW.SI":0.6,"SMH":0.6,"NVDD":0.6,"3NVD.UK":0.6,"NVDS.UK":0.6,"NVD":0.6,"NVDX":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"NVDA":1.94,"NVDU":0.6,"SOXX":0.6,"NVDS":0.6},"content_text":"AIPress.com.cn报道1月1日消息，最新行业观测显示，AI 已经不再仅仅是芯片的需求方，而是成为了重塑整个产业结构的“造物主”。美国银行分析师Vivek Arya指出，正是这种由 AI 驱动的超大规模基础设施建设将 2026 年全球半导体营收推向 1 万亿美元的历史极值。与 WSTS 此前预测的 9750 亿美元不同，AI 的爆发式增长带来的 30% 行业营收跳增，预示着一个以 AI 为绝对轴心的科技纪元已经到来。在这一进程中，英伟达的领导地位几乎无懈可击。目前，英伟达占据了 AI 加速器 GPU 市场 94% 的份额，其产品已成为从大语言模型（如 ChatGPT）到企业级推理系统的底层基石。根据最新的市场共识预测，英伟达 2026 财年第一季度的总营收将达到 432 亿美元。特别值得关注的是其数据中心业务，分析师对该板块第一季度营收的预期已从 2024 年初的 216 亿美元大幅调升至目前的 391 亿美元，增幅近 50%。这种爆发式增长反映出全球企业在部署 AI 方案时的极高溢价支付意愿，也验证了 AI 算力正在成为数字时代的“新石油”。与此同时，作为产业链上游的支撑，存储芯片与制造设备端也迎来了爆发。泛林集团（Lam Research）凭借其在存储芯片制造设备领域的垄断性地位，股价在 2025 年内累计上涨 138.5%，远超行业平均水平。这主要归功于 AI 芯片中高带宽显存（HBM）的结构性短缺。为了缓解供应压力，美光科技（Micron）首席财务官马克·墨菲（Mark Murphy）近期宣布，将公司 2026 财年的资本支出预算从之前的 180 亿美元上调至约 200 亿美元，这些资金将大量流向泛林集团的设备订单。分析师预测，即便进入 2027 年，HBM 的短缺仍将持续，这将确保泛林集团等设备供应商的订单排期持续处于饱和状态，为 2026 年乃至更长远的盈利增长提供坚实保障。（AI普瑞斯编译）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","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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