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Global Semiconductor Development Trends, Market Continues Recovery
Source：Yint
Time：2025-09-18
Views：395
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全球半导体市场持续复苏
IDC 预测，2025 年全球半导体市场规模将达 6970 亿美元，同比增长 11%，其中晶圆代工市场增长 18% 至 2980 亿美元。AI 芯片需求是核心驱动力，英伟达 Blackwell GPU 订单已排至 2026 年，全球 AI 芯片市场规模预计突破 800 亿美元。存储领域受 HBM（高带宽内存）需求拉动，2025 年市场规模预计增长 13% 至 1890 亿美元
印度半导体计划遭遇挫折
印度政府雄心勃勃的 “半导体计划” 面临多重挑战：塔塔电子与力积电合作的 110 亿美元晶圆厂因技术转让纠纷延迟，美光 8.25 亿美元封装厂虽获批但进度缓慢，阿达尼集团与高塔半导体的 100 亿美元项目已暂停。印度本土芯片设计能力薄弱，90% 的设备依赖进口，且缺乏半导体级化学品精炼技术，导致制造成本居高不下
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Deepening Industry-Academia-Research Integration: Shanghai University of Engineering Science Faculty and Students Visit Inte Electron, Exploring New Applications in Materials Science
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Deepen the integration of industry and education, break down the wall between theoretical teaching in universities and practical application in enterprises, and enable future engineers to have zero distance exposure to cutting-edge technologies in the electronic components industry
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