美银美林最新发布的半导体行业展望显示，2026年将成为AI基础设施建设的关键中点，全球半导体销售额有望首次突破万亿美元大关，达到1.01 万亿美元，同比增长29%。 | 2020 | Revenue (Smn) | 2019 | | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | 2027E | 2028E | CAGR 25-28 | CAGR '20-25 | CAGR '15-25 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | $418 | Total Semis | |$451 | $572 | ਟੇਟਰੇਖ |$528 | 2633 | $783 |$1,010 | $1,154 |$1,257 | 17.1% | 11.7% | 8.9% | | (10.8%) | YoY% | | 7.7% | 27.0% | 3.8% | (11.0%) | 19.7% | 23.7% | 29.0% | 14.3% ...