AI 时代的半导体行业：创新适配未来需求(英文).docxVIP

Thesemiconductor

ThesemiconductorindustryintheAIera

Innovatingfortomorrow’sdemands

#GetTheFutureYouWant

2

CapgeminiResearchInstitute2025

ThesemiconductorindustryintheAIera

Tab

Tableof

contents

04

ExecutivesummaΓy

07

Whoshouldreadthisreportandwhy?

08

Snapshotofresearchmethodology

10

Organizations

anticipatesurging

semiconductordemand

20

Downstreamindustriesexpressconcerns

oversemiconductorsupply

32

Thesemiconductor

industryisinnovating,butsoftwarization

remainsachallenge

CapgeminiResearchInstitute2025

3

ThesemiconductorindustryintheAIera