存储涨价与先进制程扩产 AI产业“升温”趋势持续

金证研01-20

得益于全球AI需求激增，芯片代工龙头台积电近日披露2025年四季度业绩，净利润同比增长35%创下历史新高，远超市场预期。同时，台积电为2026年给出强劲的业绩指引和最高将达560亿美元、同比增长37%的资本开支计划。当前AI成为驱动半导体行业成长的关键因素，AI硬件需求释放出持续增长的积极信号。在存储涨价与先进制程扩产的双轮驱动下，2026年全球半导体有望维持高景气增长。随着AI产业趋势持续，...

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