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

Core Insights - The article emphasizes the transformative impact of AI on the global technology industry, suggesting that it is not merely an iterative process but a complete "script rewrite" of the future landscape [2][3]. - The upcoming "2026 Top Technology Market Trends Forecast" event by TrendForce aims to unveil key insights into industry dynamics and hidden opportunities [4][9]. Group 1: AI and Technology Trends - AI computing is experiencing explosive growth in data volume and memory bandwidth requirements, leading to challenges in transmission speed and energy consumption [2]. - The next-generation AI architecture will focus on overcoming limitations in memory bandwidth and data transmission rates [2]. Group 2: Semiconductor Industry Developments - The semiconductor foundry sector is entering a competitive phase with the production of 2nm technology, where the competition will involve multi-dimensional systemic challenges rather than just single technology contests [2]. - Major players like TSMC, Intel, and Samsung are competing with advanced packaging solutions, indicating that the decisive factors in this race are more complex than anticipated [2]. Group 3: Robotics and Automation - Humanoid robots are expected to transition from laboratory settings to industrial applications, with projected explosive growth in shipments by 2026, potentially disrupting the global labor market [3]. Group 4: Upcoming Event and Awards - The "2026 Top Technology Market Trends Forecast" event will focus on ten core sectors, including semiconductor foundries, HBM, NAND Flash, AI servers, third-generation semiconductors, energy storage, display panels, near-eye displays, humanoid robots, and autonomous driving [9][10]. - The event will also feature the TechFuture Awards, recognizing outstanding achievements in technology innovation, commercial implementation, market promotion, and ecosystem development [10].