半导体全球榜单：英伟达、三星研发猛增，英特尔豪赌自救！_老虎社区_美港股上老虎

半导体全球榜单：英伟达、三星研发猛增，英特尔豪赌自救！

5G通信09-06

5G通信数十万5G与信息领域关注者的头部科技媒体TechInsights最新发布的全球半导体研发支出榜单，与其说是一份排名，不如说是一张描绘产业权力转移和战略决心的藏宝图。它生动地展现了一幅“冰与火之歌”：一边是AI浪潮驱动下的新贵们（英伟达、三星、博通）以惊人的增幅疯狂投入，攻城略地；另一边则是昔日霸主英特尔，以最庞大的绝对投入，进行一场前途未卜的豪赌式自救。文赵哲超/5G通信研发投入Top...

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3：英特尔（165.46亿美元）、英伟达（125.02亿美元）、三星（95.12亿美元）。研发投入同比增幅（前十名）：三星（+71.3%）、博通（+54.6%）、英伟达（+47.0%）、SK海力士（+32.7%）。研发占销售额比重（部分）：英特尔（33.6%）、英伟达（10.8%）、博通（30.3%）。区域分布（前十名）：美国6家，韩国2家，中国台湾2家。英特尔以165.46亿美元的巨额研发支出，毫无悬念地蝉联榜首。然而，这个“第一”却显得异常沉重。其研发投入占销售额的比重高达惊人的33.6%，这一比例在榜单前十名中冠绝群雄。这并非健康的信号，而是其在制程工艺落后、核心市场被侵蚀的困境下，为IDM   2.0战略（即同时发展芯片设计与晶圆代工）不得不支付的昂贵学费。英特尔正在同时打两场战争：一场是追赶台积电的制造工艺之战，另一场是抵御AMD和英伟达的设计创新之战，每一场都需要吞噬百亿级的资金。相比之下，位列第二的英伟达（125.02亿美元）则上演着截然不同的故事。其47%的研发投入同比增长，是市场对其AI霸主地位最直接的确认。更值得玩味的是，由于其销售额爆炸式增长，其研发占销售额比重反而从17.1%下降至10.8%。这表明英伟达正处在一个“投入一分，收获十分”的黄金时期，其研发投入正高效地转化为市场主导地位和丰厚利润。榜单中最值得关注的“跳级生”是三星，其研发投入同比暴增71.3%，排名从第七跃升至第三。这背后，是其在AI时代下的双重焦虑与雄心：一方面，作为全球最大的存储芯片制造商，它必须不惜血本地投入到HBM（高带宽内存）的研发中，以满足AI加速器对海量数据吞吐的需求，在这条赛道上与SK海力士（研发投入增长32.7%）展开殊死搏斗；另一方面，它也希望在晶圆代工领域追赶台积电，承接更多AI芯片的订单。博通（Broadcom）同样以54.6%的惊人增幅，巩固了其在定制化AI芯片（ASIC）领域的领先地位，证明了在英伟达通用GPU之外，另一条道路同样是康庄大道。这份榜单清晰地勾勒出了半导体产业的两级分化。以英伟达、三星、博通为代表的“AI进攻方”，其研发投入是主动出击、抢占未来高增长赛道的“进攻性投资”。而以英特尔为首的“战略防御方”，其庞大的研发开支则更多是为弥补过失、重塑竞争力而不得不进行的“防御性投资”。在技术迭代速度以月计算的AI时代，研发投入的规模、效率和方向，正前所未有地决定着一家公司的生死存亡。每天掌握最新5G/6G/通信/科技内容！点下面关注投稿邮箱：5g@mscbsc.com公众号规则变化，设置星标后才可以每篇看到","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}