美国半导体行业协会（SIA）发布的《2026美国半导体产业现状》报告显示，2025年全球半导体销售额达7,956亿美元，创下历史新高[1]。报告预测2026年全球芯片销售额将首次突破1.5万亿美元，较2025年增长90%[1]。
AI应用已成为芯片产业增长的核心驱动力[1]。单个AI服务器机柜内就包含超过4,500颗封装芯片，占整个机柜价值的95%[1]。部署在AI数据中心中的半导体年营收到2028年有望突破1.2万亿美元[1]。与此同时，全球政府与产业界将在新建数据中心基础设施上累计投入超过4万亿美元，其中用于半导体的支出达2.8万亿美元[1]。
美国在全球芯片市场中的地位持续增强[1]。2025年美国产业销售额达4,250亿美元，占全球总销售额的53.4%，为1984年以来的最高份额[1]。美国半导体公司研发支出达768亿美元，较2024年增长10.3%[1]，该行业直接提供约34.2万个就业岗位[1]。
值得注意的是，中国地区2025年销售额同比增长17.9%[1]，但中国对镓、锗、磷化铟以及稀土元素与磁体的出口限制正对全球芯片制造商造成冲击[1]。
The Semiconductor Industry Association (SIA) released its "State of the U.S. Semiconductor Industry 2026" report, unveiling record growth projections for the global chip market [1]. Global semiconductor sales reached $795.6 billion in 2025, marking a historic peak [1]. The market is projected to surpass $1.5 trillion for the first time in 2026, representing a 90 percent increase from 2025 [1].
Artificial intelligence has emerged as the dominant growth driver for the semiconductor sector [1]. Chips deployed in AI data centers are expected to generate annual revenues exceeding $1.2 trillion by 2028 [1]. A single AI server cabinet contains more than 4,500 packaged chips, accounting for 95 percent of the cabinet's total value [1]. Governments and industries worldwide are projected to invest a combined $4 trillion in new data center infrastructure through 2028, with semiconductor spending reaching $2.8 trillion of that total [1].
The United States maintains its dominant position in the semiconductor market, with American industry sales totaling $425 billion in 2025, representing 53.4 percent of global sales and the highest share since 1984 [1]. U.S. semiconductor companies invested $76.8 billion in research and development in 2025, up 10.3 percent from 2024 [1]. The American semiconductor industry directly employs approximately 342,000 workers [1].
Regional performance shows mixed results, with China's semiconductor market growing 17.9 percent in 2025 [1]. However, export restrictions imposed by China on critical materials including gallium, germanium, indium phosphide, rare earth elements, and magnets are creating headwinds for global chipmakers [1].
