凯捷Capgemini：2025年AI时代的半导体产业报告（英文版）

While semiconductor industry organizations forecast a 15% rise in two years, the downstream organizations (those reliant on semiconductor supply for their products or services and operations) anticipate their demand for chips to increase at a higher growth rate of 29%. Increased adoption of artificial intelligence (AI) and generative AI (Gen AI) is driving the need for specialized neural processing units (NPUs) and high-performance graphics processing units (GPUs) that can handle massive computa