半导体行业周报 | AI算力引爆万亿美元赛道，全球并购狂潮重塑产业版图

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半导体行业周报导语过去两周，半导体行业在AI的超级周期中持续迸发活力。万亿美元市场近在咫尺，由算力和存储驱动的增长逻辑坚实而清晰。对于中国企业而言，在成熟制程领域已占据主导订单份额，并在HBM等先进领域积极转向，同时需警惕产能结构性过剩与外部环境的不确定性。未来，技术突破、产业链协同与资本整合的效率，将成为决定胜负的关键。一热点追踪冲刺万亿美元市场，AI与存储“双轮驱动”根据美国半导体行业协会（...

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