亚洲半导体洞察：2026 年十大主题-Asia Semiconductor Insight_ Top 10 themes for 2026

ab Global Research 5 January 2026 Asia Semiconductor Insight Top 10 themes for 2026 What is the main focus for Asia's logic semi firms in 2026? Robust cloud AI demand drove most of the 16% YoY growth for non-memory semis sales in 2025E. We forecast further growth acceleration to 25% YoY in 2026 with the proliferation of cloud AI applications, ramp of next-generation cloud accelerators with higher silicon content, and a mild restocking cycle. This report dives into the major themes we see for 2026 for Asia's ...