晶片製造商增加支出以滿足人工智慧需求
Chip manufacturers increase spending to meet AI demand
全球半導體產業目前正處於一個被稱為「Giga Cycle」的強勁增長週期，主要受人工智慧(AI)的龐大需求驅動。
The global semiconductor industry is currently navigating a period of intense growth known as the "Giga Cycle," driven by the massive demand for artificial intelligence (AI).
為了支援數據中心的快速擴張，像亞馬遜(Amazon)和微軟(Microsoft)這樣的超大規模雲端服務供應商正帶動硬體方面的紀錄性投資。
To support the rapid expansion of data centers, hyperscalers like Amazon and Microsoft are driving record-breaking investment in hardware.
產業專家預測，半導體設備銷售額將在2027年達到1560億美元的歷史新高。
Industry experts project semiconductor equipment sales will hit an all-time high of $156 billion by 2027.
台積電(TSMC)和三星(Samsung)等晶圓代工廠正優先生產先進的3nm與2nm節點，這常常是以犧牲較舊的傳統晶片製造為代價。
Foundries such as TSMC and Samsung are prioritizing the production of advanced 3nm and 2nm nodes, often at the expense of older, legacy chip manufacturing.
先進封裝已成為供應鏈中的重大瓶頸，企業亦須應對電力短缺、人才匱乏及地緣政治複雜性。
Advanced packaging has emerged as a major bottleneck in the supply chain, and companies must also manage power shortages, talent scarcity, and geopolitical complexities.
儘管投資正在飆升，分析師仍警告稱，若軟體營收無法跟上龐大的資本支出，可能會形成「AI基礎設施泡沫」。
While investment is skyrocketing, analysts warn of a potential "AI infrastructure bubble" if software revenue fails to keep pace with the massive capital expenditure.
