全球半导体及半导体资本设备：2025 年 12 月 WSTS 追踪-销售额环比 + 4.8%，高于典型值（2.2%）；同比 + 41.3%；2025 财年增长 26% 至 7920 亿美元

6 February 2026 Global Semiconductors and Semiconductor Capital Equipment Global Semis: Dec 2025 WSTS Tracker - Sales +4.8% MoM, above typical (2.2% MoM) & +41.3% YoY; FY25 grew 26% to $792B Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Mark Li +852 2123 2645 mark.li@bernsteinsg.com Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Aleksander Peterc +33 1 57 29 45 25 aleksander.peterc@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Yipin Cai ...