美国半导体：2026 年行业声音-需求能见度强劲，供应受限-US Semiconductors_ Valley voices 2026_ strong demand visibility, constrained supply

Accessible version 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 US Semiconductors Valley voices 2026: strong demand visibility, constrained supply Industry Overview Solid tone on AI benefits, limited macro concerns We hosted a well-attended investor tour in San Jose earlier this week in conjunction with NVDA's GTC tradeshow, meeting senior management at major computing and semicap companies including AVGO, AMD, INTC, AMAT, CDNS, and NVDA. Overall company tone positive given continued, multi-year cloud imperative to invest ...