半导体-2026 展望：AI 半导体的强劲势头正将生态推向极限--Semiconductors-2026 Semiconductor Outlook AI semi strength pushing the ecosystem to the limits

December 17, 2025 12:04 AM GMT Semiconductors | North America 2026 Semiconductor Outlook: AI semi strength pushing the ecosystem to the limits While we understand longer term skepticism on AI, we believe that 2026 will remain strong maintaining good visibility in 2027. That's good for AI semis stocks, but the next leg of growth is more positive for memory and fab utilization, leading to a broader group of outperformers. For the third consecutive year, the biggest debate is AI semis, where the index weightin ...