芯片行业三大增长引擎：AI 芯片、汽车芯片、第三代半导体

半导体照明网02-02

开年之初，全球芯片行业就呈现出鲜明的“K型”分化格局：一边是AI芯片、高带宽存储等赛道烈火烹油，毛利率轻松突破50%；另一边是传统消费电子芯片寒风凛冽，利润率被压至10%以下的“刀片级”水平。巨头们集体“清理甲板”，将资源向高增长领域倾斜，留下的3000亿元市场空白，正成为行业重构的关键窗口期。WSTS预测，2026年全球半导体市场将达9750亿美元，其中AI芯片、汽车芯片、第三代半导体三大赛道...

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