半导体公司削减了2024年的投资123.3B美元,原因是对智能手机和EV的需求减少,但AI芯片支出上升。 Semiconductor firms cut 2024 investments by $123.3B due to decreased demand for smartphones and EVs, but AI chip spending rises.
顶级半导体公司正在将其2024年的投资削减2%,共计1 233亿美元,原因是在COVID-19激增之后,智能手机和电动车辆需求下降。 Top semiconductor firms are cutting their 2024 investments by 2%, totaling $123.3 billion, due to a drop in demand for smartphones and electric vehicles following the COVID-19 surge. 虽然对EVs的投资在欧洲和美国下降,但用于AI芯片的支出却在增加,TSMC和SK Hynix计划大量资本支出。 While investments in EVs are down in Europe and the US, spending on AI chips is up, with TSMC and SK Hynix planning significant capital expenditures. 这一转变凸显了人工智能在半导体市场的日益重要. This shift highlights AI's growing importance in the semiconductor market.