AI 需求持續驅動半導體產業擴張，但市場對成長動能的可持續性保持審慎。Nvidia 股東需關注未來數月的關鍵發展，其在 AI 晶片市場的主導地位雖帶來顯著營收增長，但長期前景仍待觀察。與此同時，記憶體大廠美光股價自高點回落 23%，Nvidia 財務長的近期發言或為其反彈提供契機，反映市場對 AI 驅動的記憶體需求仍有信心。
在製造與裝置端，聯電宣佈斥資 64 億美元於新加坡新建晶圓廠，目的是爭取 AI 商機，並計畫將當地技術人員規模倍增，凸顯成熟製程在特定應用領域的戰略價值。裝置供應商亦積極佈局先進封裝技術，Kulicke & Soffa 與 EV Group 皆聚焦於共同封裝光學（CPO）等解決方案，以應對 AI 基礎設施對高速、低功耗互連的嚴苛要求。Navitas 與格羅方德合作，在美國量產第五代氮化鎵功率元件，展現了電源管理晶片在高效能運算中的重要性。
地緣政治與產業人才議題同樣受到關注。前 Arm 執行長 Robin Saxby 回顧了 AI 與地緣政治對產業的深遠影響。裝置大廠 Lam Research 則推出職業教育訓練計畫，目的是養成電子與機械組裝人才，以緩解產業長期面臨的人力短缺問題。整體而言，產業在 AI 浪潮下持續擴張，但投資人亦密切關注如 Broadcom 等公司即將公佈的財報，以評估 AI 業務增長的永續性。
消息來源
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