印度的半导体需求到2026年将激增28%, Indian semiconductor demand to surge 28% by 2026, driven by AI and custom chip needs.

根据Capgemini研究所的一份报告,预计到2026年,印度的半导体需求将增长28%,几乎与全球预期增长29%相匹配。 Semiconductor demand in India is forecast to grow by 28% by 2026, nearly matching the global expected rise of 29%, according to a Capgemini Research Institute report. 接受调查的几乎所有印度下游组织(96%)都预期对人工智能芯片和定制硅芯片的需求会增加,而全球需求分别为88%和81%。 Nearly all (96%) surveyed Indian downstream organizations expect increased demand for AI chips and custom silicon chips, compared to 88% and 81% globally. AI/ML加速和GPU计算的进展被视为最重要的半导体进展,加强安全是印度公司所期望的一项关键创新。 Advancements in AI/ML acceleration and GPU computing are seen as the most relevant semiconductor advancements, with enhanced security being a key innovation desired by Indian firms.