Goldman Sachs (investment bank)Gāoshèng高盛to forecastyùcè预测artificial intelligenceréngōng zhìnéng人工智能demandxūqiú需求willjiāng将to drive forwardtuīdòng推动globalquánqiú全球semiconductorbàndǎotǐ半导体revenueshōurù收入to growzēngzhǎng增长49 percentbǎifēnzhī sìshíjiǔ49%。
Goldman Sachs (investment bank)
Gāoshèng
高盛
to forecast
yùcè
预测
artificial intelligence
réngōng zhìnéng
人工智能
demand
xūqiú
需求
will
jiāng
将
to drive forward
tuīdòng
推动
global
quánqiú
全球
semiconductor
bàndǎotǐ
半导体
revenue
shōurù
收入
to grow
zēngzhǎng
增长
49 percent
bǎifēnzhī sìshíjiǔ
49%
Goldman Sachs
Gāoshèng
高盛
April 5
sì yuè wǔ rì
4月5日
to release
fābù
发布
report
bàogào
报告
to forecast
yùcè
预测
the year 2026
èr líng èr liù nián
2026年
global
quánqiú
全球
semiconductor
bàndǎotǐ
半导体
revenue
shōurù
收入
will
jiāng
将
grow
zēngzhǎng
增长
49 percent
bǎifēnzhī sìshíjiǔ
49%
mainly
zhǔyào
主要
driven by
yóu
由
AI
réngōng zhìnéng
人工智能
hardware
yìngjiàn
硬件
investment
tóuzī
投资
to drive
qūdòng
驱动
the report
bàogào
报告
also
hái
还
to point out
zhǐchū
指出
AI
réngōng zhìnéng
人工智能
related
xiāngguān
相关
hardware
yìngjiàn
硬件
revenue
shōurù
收入
in
zài
在
this year
jīnnián
今年
Q4 / fourth quarter
dì sì jìdù
第四季度
is expected to
yǒuwàng
有望
to break through
tūpò
突破
700 billion US dollars
qīqiān yì měiyuán
7000亿美元
April 5, 2026 at 4:00 PM
United States
Měiguó
美国
investment bank
tóuzī yínháng
投资银行
Goldman Sachs
Gāoshèng
高盛
on (date marker)
yú
于
April 5
sì yuè wǔ rì
4月5日
to release
fābù
发布
report
bàogào
报告
to forecast
yùcè
预测
artificial intelligence
réngōng zhìnéng
人工智能
demand
xūqiú
需求
will
jiāng
将
to drive
tuīdòng
推动
global
quánqiú
全球
semiconductor
bàndǎotǐ
半导体
industry
hángyè
行业
to see / experience
chūxiàn
出现
significant
dàfú
大幅
growth
zēngzhǎng
增长
the report
bàogào
报告
shows
xiǎnshì
显示
the year 2026
èr líng èr liù nián
2026年
global
quánqiú
全球
semiconductor
bàndǎotǐ
半导体
revenue
shōurù
收入
is expected to
yùjì
预计
year-on-year
tóngbǐ
同比
grow
zēngzhǎng
增长
49 percent
bǎifēnzhī sìshíjiǔ
49%
is
shì
是
in recent years
jìn nián lái
近年来
growth margin
zēngfú
增幅
the largest
zuìdà
最大
possessive particle
de
的
one year
yī nián
一年
AI
réngōng zhìnéng
人工智能
related
xiāngguān
相关
hardware
yìngjiàn
硬件
revenue
shōurù
收入
in
zài
在
2026
èr líng èr liù nián
2026年
fourth quarter
dì sì jìdù
第四季度
is expected to
yǒuwàng
有望
break through
tūpò
突破
700 billion US dollars
qīqiān yì měiyuán
7000亿美元
the report
bàogào
报告
to point out
zhǐchū
指出
United States
Měiguó
美国
AI
réngōng zhìnéng
人工智能
investment
tóuzī
投资
scale
guīmó
规模
already
yǐ
已
equivalent to
xiāngdāng yú
相当于
GDP (gross domestic product)
GDP
GDP
possessive particle
de
的
1.1 percent
bǎifēnzhī yī diǎn yī
1.1%
compared to
bǐ
比
the year 2022
èr líng èr èr nián
2022年
increased by
zēngjiā
增加
completion particle
le
了
approximately
yuē
约
325 billion US dollars
sānqiān èrbǎi wǔshí yì měiyuán
3250亿美元
servers
fúwùqì
服务器
chips
xīnpiàn
芯片
and / as well as
jí
及
data centers
shùjù zhōngxīn
数据中心
infrastructure
jīchǔ shèshī
基础设施
are
shì
是
growth
zēngzhǎng
增长
fastest
zuì kuài
最快
possessive particle
de
的
segment
xìfēn
细分
sector
lǐngyù
领域
major
gè dà
各大
technology
kējì
科技
companies
gōngsī
公司
continuously
chíxù
持续
to expand
kuòdà
扩大
capital expenditure
zīběn zhīchū
资本支出
Goldman Sachs
Gāoshèng
高盛
analysts
fēnxīshī
分析师
state
biǎoshì
表示
despite
jǐnguǎn
尽管
global
quánqiú
全球
trade
màoyì
贸易
situation
xíngshì
形势
complex
fùzá
复杂
AI
réngōng zhìnéng
人工智能
for
duì
对
semiconductors
bàndǎotǐ
半导体
possessive particle
de
的
demand
xūqiú
需求
still
yīrán
依然
robust / strong
qiángjìng
强劲
Nvidia (chip company)
Yīngwěidá
英伟达
and others like
děng
等
leading
lǐngxiān
领先
chip
xīnpiàn
芯片
companies
qǐyè
企业
passive particle
bèi
被
considered to be
rènwéi
认为
are
shì
是
this round of
běn lún
本轮
growth
zēngzhǎng
增长
possessive particle
de
的
the largest
zuìdà
最大
beneficiaries
shòuyìzhě
受益者
News in English
Science & TechnologyGoldman Sachs Forecasts 49 Percent Surge in Global Semiconductor Revenue as AI Investment Accelerates
Goldman Sachs published a report on April 5 projecting a 49 percent surge in global semiconductor revenue in 2026, driven by rapidly accelerating AI hardware investment. AI-related hardware revenues could surpass 700 billion dollars in Q4 2026.
More in Science & Technology
MicrosoftWēiruǎn微软and / withyǔ与OpenAI (AI company)OpenAIOpenAIto revise / to amendxiūɡǎi修改cooperation / partnershiphézuò合作agreement / termsxiéyì协议,to give up / to relinquishfànɡqì放弃exclusivedújiā独家license / authorizationshòuquán授权。
Microsoft
Wēiruǎn
微软
and / with
yǔ
与
OpenAI (AI company)
OpenAI
OpenAI
to revise / to amend
xiūɡǎi
修改
cooperation / partnership
hézuò
合作
agreement / terms
xiéyì
协议
to give up / to relinquish
fànɡqì
放弃
exclusive
dújiā
独家
license / authorization
shòuquán
授权
Microsoft and OpenAI Revise Partnership to End Exclusive Licensing Arrangement
Dell (company)Dài ěr戴尔first quarterdì yī jìdù第一季度AI (artificial intelligence)AIAIserverfúwùqì服务器revenueyínɡshōu营收year over yeartónɡbǐ同比to surge dramaticallybàozēnɡ暴增757 percent757%757%。
Dell (company)
Dài ěr
戴尔
first quarter
dì yī jìdù
第一季度
AI (artificial intelligence)
AI
AI
server
fúwùqì
服务器
revenue
yínɡshōu
营收
year over year
tónɡbǐ
同比
to surge dramatically
bàozēnɡ
暴增
757 percent
757%
757%
Dell AI Server Revenue Surges 757 Percent Year Over Year in Record Quarter
United KingdomYīngguó英国researchersyánjiū rényuán研究人员to obtain / to gain access tohuòdé获得GoogleGǔgē谷歌Willow (Google quantum chip)WillowWillowquantumliàngzǐ量子chipxīnpiàn芯片access rights / right to useshǐyòngquán使用权。
United Kingdom
Yīngguó
英国
researchers
yánjiū rényuán
研究人员
to obtain / to gain access to
huòdé
获得
Google
Gǔgē
谷歌
Willow (Google quantum chip)
Willow
Willow
quantum
liàngzǐ
量子
chip
xīnpiàn
芯片
access rights / right to use
shǐyòngquán
使用权
UK Researchers at Kings College London Gain Access to Google Willow Quantum Chip
United StatesMěiguó美国Illinois (US state)Yīlìnuòyī Zhōu伊利诺伊州to pass (legislation)tōngɡuò通过across the US / nationwidequánměi全美most stringent / strictestzuì yángé最严格AI (artificial intelligence)AIAIsafety / securityānquán安全bill / legislationfǎàn法案。
United States
Měiguó
美国
Illinois (US state)
Yīlìnuòyī Zhōu
伊利诺伊州
to pass (legislation)
tōngɡuò
通过
across the US / nationwide
quánměi
全美
most stringent / strictest
zuì yángé
最严格
AI (artificial intelligence)
AI
AI
safety / security
ānquán
安全
bill / legislation
fǎàn
法案
Illinois Passes Nation Most Stringent AI Safety Bill Requiring Third-Party Audits