按细分市场来看，WSTS认为，今年的半导体市场规模攀升将由逻辑和存储器的增长引领；这两大市场 均受到AI、云基础设施、先进消费电子产品等领域持续需求的推动，同比涨幅将达到两位数；传感器 和模拟等细分领域预计将做出积极贡献，尽管增长较为温和。 WSTS同时指出，尽管整体市场正在扩张，但预计部分产品细分市场将继续萎缩。例如，分立半导体、 光电子器件和微型集成电路预计将出现较低个位数的下滑。这些下滑主要归因于持续的贸易紧张局势和 负面的经济发展态势，这些因素扰乱了供应链，并抑制了特定应用领域的需求。 从地区来看，美洲和亚太地区将引领增长，预计增长率分别为18%和9.8%。相比之下，欧洲和日本预计 将呈现温和增长。 并且，WSTS还预测全球半导体市场到2026年将增长8.5%，达到7607亿美元。增长将广泛存在于各个地 区和产品类别中。预计存储器将再次引领增长，逻辑和模拟器件也将有所贡献。从地区来看，所有主要 市场预计都将扩张，其中美洲和亚太地区将继续引领增长，而欧洲和日本预计将增强。 看好今年半导体市场的机构不在少数。今年3月举行的SEMICON China2025上，SEMI全球副总裁、中 国区总裁居龙对行业做分 ...

智通财经获悉，证券分析师奥马尔・伊布内・埃哈桑发布在媒体上的最新观点指出，目前，大多数大型 AI股票的股息率微乎其微，但其收益率往往远低于 1%。对多数投资者而言，收益与人工智能似乎水火 不容：要么投资那些股息极低甚至不分红的成长型股票，要么放弃增长潜力换取可观股息。 多数投资者扎堆的AI成长股已接近历史高点。纳斯达克 100 指数逼近 2021 年的峰值水平，许多股票因 估值过高而出现回调。与此同时，美联储面临着越来越大的降息压力。 这两种趋势的叠加不仅会让股息股更具吸引力，还会促使华尔街寻找风险汇报比更优的AI投资标的。 以下是三只值得关注的AI股，它们不仅有 100% 的上涨潜力，还具备合理的股息收益率： 威世科技（纽约证券交易所代码：VSH） 该公司生产分立半导体和无源元件，如控制电流方向的二极管、切换电源的 MOSFET、设定电压水平 的电阻器，以及用于存储能量的电容器。 该公司正加大资本投入以抓住上行周期，因此盈利能力尚未完全体现。2025年第一季度毛利率降至 19%，但管理层预计这一不利因素将在下半年消退，并预测第二季度收入将环比增长6%至7.6亿美元。 分析师预计电子元件需求激增将推动利润率回 ...

Core Viewpoint - The global semiconductor market is expected to recover by 2025, driven by demand in AI, cloud infrastructure, and advanced consumer electronics, despite Europe lagging behind the US and Asia in the AI boom [1][2]. Group 1: Market Performance - In April 2023, global semiconductor sales reached $57 billion, a month-over-month increase of 2.5% and a year-over-year increase of 22.7% compared to April 2024's $46.4 billion [1]. - By April 2025, the Americas are projected to see a year-over-year increase of 44.4%, while Asia Pacific and China are expected to grow by 23.1% and 14.4%, respectively [1]. - The total semiconductor market size for 2023 is estimated at $700.8 billion, reflecting an 11.2% year-over-year growth, which is lower than the 19.7% growth anticipated for 2024 [2]. Group 2: Regional Insights - The Americas and Asia Pacific are expected to lead growth in 2025 with projected increases of 18.0% and 9.8%, respectively, while Europe is forecasted to grow by only 6.1% due to a focus on industrial and automotive markets [3]. - Japan's semiconductor market is expected to see a modest year-over-year increase of 5.8% in 2025 [3]. Group 3: Product Segmentation - The growth in the semiconductor market is primarily driven by logic and memory segments, which are expected to achieve strong double-digit growth [4]. - Discrete semiconductors, optoelectronics, and micro ICs are projected to experience declines, attributed to ongoing trade tensions and negative economic developments affecting supply chains [5]. - The forecast for the semiconductor market in 2026 anticipates an 8.5% year-over-year growth, with memory again leading the growth, while the overall market may not exceed $1 trillion until 2032 [6].

Group 1 - The global semiconductor market is projected to reach $700.9 billion in 2025, with a year-on-year growth of 11.2% driven by demand in AI, cloud infrastructure, and advanced consumer electronics [1] - The growth in the semiconductor market will be led by logic and memory segments, both expected to see double-digit growth, while sensors and analog segments will contribute positively albeit at a moderate pace [1] - Certain product segments, such as discrete semiconductors, optoelectronic devices, and micro-integrated circuits, are expected to experience a decline due to ongoing trade tensions and negative economic developments affecting supply chains and demand [1] Group 2 - The global semiconductor market is forecasted to grow by 8.5% to $760.7 billion by 2026, with memory again leading the growth alongside contributions from logic and analog devices [2] - All major markets are expected to expand, with the Americas and Asia-Pacific regions continuing to lead growth, while Europe and Japan are anticipated to see enhanced growth [2] - The semiconductor industry is currently in a down cycle, with sales expected to decline by approximately 11% in 2023, but a strong rebound of 19% is anticipated in 2024, reaching $628 billion [2] Group 3 - Three major trends are reshaping the global semiconductor landscape: significant geopolitical changes, disruption of global trade order, and the AI revolution [3] - Geopolitical developments in Europe and the Middle East are increasing uncertainty and accelerating the regional restructuring of semiconductor supply chains [3] - The AI revolution, driven by advanced chip capabilities, is expected to be a new engine for the semiconductor industry, pushing it towards a trillion-dollar milestone [3]