亚太半导体行业：技术与产能路线图持续推进，夯实人工智能增长前景-Advancing technology and capacity roadmap solidifies AI growth outlook

AI demand remains the engine of the upturn AI compute is now the key engine of growth (37% of global semis revenue in '25 vs. 10% in '20), with data center investment by hyperscalers projected to deliver 24% CAGR to US$1.2tn by '30, driving high performance computing demand and sustaining order backlogs for advanced nodes and packaging. Outside AI, the traditional tech devices (smartphone, PC and TV) units are stabilizing, while broad-based automotive/industrial applications are bottoming out. At healthy in ...