半导体 CES 展会展望：AI 订单与未交付订单强劲，缓解峰值支出担忧；周期性终端市场复苏加速，聚焦实体边缘 AI

J P M O R G A N North America Equity Research 09 January 2026 Semiconductors CES Overview: AI Bookings/Backlog Strength Allay Fears of Peak Spending; Cyclical End Markets Recovery Accelerates with Strong Focus on Physical/ Edge AI J.P. Morgan hosted virtual fireside chats with Marvell and NVIDIA management teams along with in-person meetings/booth tours with Analog Devices, Micron, Synaptics, Synopsys, Skyworks, and Silicon Labs, in conjunction with the 2026 International Consumer Electronics Show (CES). Br ...