美银大幅上调半导体行业预测：2030年市场规模或达2.7万亿美元

智通财经06-24 19:26

【美银大幅上调半导体行业预测：2030年市场规模或达2.7万亿美元】美国银行在最新研报中大幅上调全球半导体行业预测，认为AI需求正从验证投资回报转向解决芯片、存储和电力等结构性供给约束，存储芯片短缺与价格上涨将成为未来数年行业增长的核心驱动力。美银预计，全球半导体市场规模将从2025年的7870亿美元增至2030年的2.734万亿美元，2025—2030年复合增长率达28%，高于此前预期的2.3万亿美元和23%。美银预计，芯片行业用约50年实现首个1万亿美元销售额，而AI有望在未来5年再创造1万亿美元增量。

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