HBM、晶圆代工、机器人...谁将是2026年科技产业的“黑马”？TrendForce即将发布十大趋势预测

Core Insights - The AI wave is rapidly transforming the global technology landscape, indicating a potential "script rewrite" rather than simple iteration [2] - The semiconductor industry is facing systemic challenges as 2nm technology enters mass production, with competition among major players like TSMC, Intel, and Samsung becoming increasingly complex [2] - Human-shaped robots are expected to see explosive growth in shipments by 2026, potentially disrupting the global labor market [2] - The future of the technology industry is not limited to AI; it is reshaping existing industry structures and creating new possibilities [2] Event Overview - TrendForce will host the "2026 Top Technology Market Trends Forecast Release and TechFuture Awards Ceremony" on November 27, 2025, in Shenzhen, focusing on key technology trends and hidden opportunities [3][6] - The event will highlight ten core sectors including wafer foundry, HBM, NAND Flash, AI servers, third-generation semiconductors, energy storage, display panels, near-eye displays, human-shaped robots, and autonomous driving [6] - The TechFuture Awards will recognize outstanding companies and teams in technology innovation, commercial implementation, market promotion, and ecosystem building [6][7] Future Outlook - The event aims to provide strategic guidance for the industry by exploring future business model innovations and the deep integration of AI and data technologies [6][7] - The anticipated release of the "2026 Top Technology Market Trends Forecast" will delve into industry trend hotspots and technological innovations [6][7] - The overall goal is to lead the industry towards sustainable and high-quality development [6][7]