Group 1: Semiconductor Industry - The global semiconductor revenue is projected to exceed $1 trillion by 2030, nearly doubling from 2024 to 2030, driven by generative AI infrastructure in cloud and edge devices [1] - In the short term, the growth is fueled by the optimistic outlook for AI-driven downstream growth in 2025, with significant performance forecasts for various semiconductor segments [1] - The establishment of domestic supply chains and ongoing policy upgrades to address supply chain disruptions are expected to enhance the industry's resilience [1] Group 2: Low-altitude Economy - The first low-altitude economic mutual insurance body in China has been established in Chongqing, with the launch of the exclusive product "Yucheng Low-altitude Insurance" and a total risk coverage of 61.15 million yuan [2] - The low-altitude economy is expected to exceed 1 trillion yuan by 2026, reaching 1,064.46 billion yuan, with projections of 2.5 trillion yuan by 2030 and 3.5 trillion yuan by 2035 [2] - The national strategy is focusing on the low-altitude economy, with local policies and resources being aligned to support the development of low-altitude logistics and tourism applications [2]
科股早知道:机构称到2030年全球半导体营收将突破1万亿美元
Sou Hu Cai Jing·2025-09-01 00:30