普华永道（PwC）：2026 年全球半导体行业展望报告（英文版）（104页）.docxVIP

Semiconductorandbeyond

Globalsemiconductorindustryoutlook2026

1

Foreword

2

DemandAnalysis

Semiconductorspowerinnovationandeverydaylife

3

SupplyAnalysis

Theraceforsemiconductorsupremacy

4

What’sNext?

Opportunitiesinsemiconductor:AIandbeyond

Agenda

Foreword

Thesemiconductorindustryisundergoingrapidtransformation,shapedbyAIadvancements,geopoliticalshifts,andincreasedgovernmentinvestmentsindomesticproduction.AsAIadoptionaccelerates,demandforhigh-performancechipsissurging,whilesupplychaindynamicsarebeingreshapedbyevolvingtradepolicies