美银预测2026年半导体行业规模将达1万亿美元 领军者包括英伟达和博通等

Core Insights - The semiconductor industry is projected to reach a scale of $1 trillion by 2026, driven by the acceleration of AI data center construction [1][2]. Company Highlights - Key players leading this growth include Nvidia (NVDA), Broadcom (AVGO), Lam Research (LRCX), KLA Corporation (KLAC), Analog Devices (ADI), and Cadence Design Systems (CDNS) [1][2].