2026藏于明处:被低估的半导体产业规模研究报告(英文)-麦肯锡.docx

2026藏于明处:被低估的半导体产业规模研究报告(英文)-麦肯锡.docx

January2026

Mcsey

company

SemiconductorsPractice

Hidinginplainsight:

Theunderestimatedsizeofthesemiconductorindustry

AnewMcKinseyanalysissuggeststhatthesemiconductorindustryispoisedfor

record-breakinggrowth—butforcompanies,successwillrequiretherightsegment-specificst

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