德勤&SIA：2026年赋能AI：作为数据中心基石的半导体生态系统研究报告（英文版）

Semiconductors are the foundation of artificial intelligence (AI), a technology that is transforming our economy and society, making entire industries more productive and innovative, and driving major scientific breakthroughs. Today’s AI systems are built on decades of innovation across the entire semiconductor ecosystem. As chip technologies continue to advance, AI will become more capable, energy-efficient, and cost effective. Stronger AI, in turn, will help improve chip design, optimize se