公众号记得加星标⭐️，第一时间看推送不会错过。 Future Horizons 认为，全球半导体行业未来一年将面临高度不确定性，预计2026 年市场增长率将在 正负 12% 左右。该研究公司最新发布的市场报告指出，2025年22%的增长率过于集中，并不代表整 个行业的全面复苏。 Future Horizons 表示，如果人工智能基础设施需求疲软，智能手机和汽车等传统市场未能反弹，半 导体行业今年可能面临急剧下滑。 雪上加霜的是，关于芯片出货量何时恢复、平均售价能否继续上涨以及对传统节点晶圆厂（尤其是在 中国）的过度投资将如何影响市场等问题仍悬而未决。该研究公司将当前的AI热潮与2020-2021年疫 情引发的激增相比较，并警告称，正如那轮周期戛然而止一样，这一轮也可能如此。 全球最大的芯片制造商台积电本周发表了更为乐观的言论，称人工智能的繁荣是"真实的"，人工智能 驱动的需求"无论如何都将在未来很多年里持续下去"。 AI泡沫，可能在两年内破裂 目前强劲的半导体市场正受到人工智能应用的推动。麦肯锡的一项调查显示，到2025年，88%的企业 将使用人工智能，而2023年这一比例仅为55%。据Inc.com报道，在 ...

Group 1 - The rapid development of artificial intelligence is reshaping the global economic landscape, creating both opportunities and challenges for businesses [2][7] - The concept of "pulsation speed" is introduced as a key to understanding current business dynamics, emphasizing the need for flexibility and foresight over scale in fast-paced industries [4][5] - The book highlights the transition of supply chain design from a cost center to a strategic asset, showcasing examples from companies like Dell and Chrysler [5][6] Group 2 - The notion that all competitive advantages are temporary challenges traditional strategic theories, as illustrated by Kodak's failure to adapt to digital trends despite having the necessary technology [3][8] - The emergence of AI technologies has accelerated the pace of change, leading to a state of "hyper-competition" where competitive advantages can diminish within days [8][9] - The book provides actionable frameworks for businesses to navigate the evolving landscape, emphasizing the importance of adapting to change rather than relying on static barriers [9][10]