英伟达以1500亿美元营收领跑芯片市场，AI热潮持续

环球市场播报03-19

Omdia预测，若AI增长持续，2026年芯片市场规模有望突破1万亿美元　　根据研究咨询机构Omdia的报告，受人工智能需求及所有主要板块增长的推动，2025年全球半导体市场飙升至超过8300亿美元。　　DRAM（动态随机存取存储器）成为增长最快的细分领域，营收从2023年的略高于500亿美元，到去年增长近两倍，突破1500亿美元，年增长率超过50%。与2024年汽车、消费和工业板块低迷不同，...

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href=https://finance.sina.com.cn/stock/usstock/c/2026-03-19/doc-inhrpsps4614603.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Omdia预测，若AI增长持续，2026年芯片市场规模有望突破1万亿美元\n　　根据研究咨询机构Omdia的报告，受人工智能需求及所有主要板块增长的推动，2025年全球半导体市场飙升至超过8300亿美元。\n　　DRAM（动态随机存取存储器）成为增长最快的细分领域，营收从2023年的略高于500亿美元，到去年增长近两倍，突破1500亿美元，年增长率超过50%。与2024年汽车、消费和工业板块低迷不同，...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-03-19/doc-inhrpsps4614603.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0276348264.USD","symbol_name":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) 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revenue","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ANV":0.6,"NVD3.UK":0.6,"NVDS":0.6,"NVDU":0.6,"NVDY":0.6,"NVDQ":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVIW.SI":0.6,"NVDD":0.6,"NVDA":1.95,"NVDB":0.6,"NVDS.UK":0.6,"2NVD.UK":0.6,"NVD":0.6,"NVDW":0.6,"NVII":0.6,"DIPS":0.6,"NVDG":0.6,"3NVD.UK":0.6,"NVDX":0.6},"content_text":"Omdia预测，若AI增长持续，2026年芯片市场规模有望突破1万亿美元\n　　根据研究咨询机构Omdia的报告，受人工智能需求及所有主要板块增长的推动，2025年全球半导体市场飙升至超过8300亿美元。\n　　DRAM（动态随机存取存储器）成为增长最快的细分领域，营收从2023年的略高于500亿美元，到去年增长近两倍，突破1500亿美元，年增长率超过50%。与2024年汽车、消费和工业板块低迷不同，2025年每个主要领域都实现了增长。\n　　英伟达以1503亿美元的营收领跑，同比增长54%；紧随其后的是三星电子，营收858亿美元；SK海力士以672亿美元位居第三。美光科技营收跃升56%，达到456亿美元；博通和超威半导体公司分别增长28%和33%。苹果公司来自半导体相关业务的营收为344亿美元，而英特尔是前十大公司中唯一营收下滑的企业。\n　　目前，前十强公司占据了42%的市场份额，高于此前的24%，这清晰地展示了人工智能的巨大影响力。根据Omdia的预测，随着人工智能的进一步扩张，到2026年芯片市场可能会超过1万亿美元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 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