半導體市場：情報

半導體、電腦、人工智慧——支撐人工智慧時代的硬體

Future Markets 的「半導體、運算和人工智慧」部門涵蓋了構成人工智慧時代基礎的整個硬體堆疊。它涵蓋了從晶圓級製造、先進封裝和積體基板到記憶體、儲存、互連、功率半導體、矽光電、神經形態和物理人工智慧系統，甚至包括為現代資料中心運作的運算和基礎設施等各個方面。

訂閱用戶利用這項研究來制定半導體策略、證明資本投資的合理性、對標供應商、考慮併購交易、制定與晶片相關的法律和出口管制政策，以及評估新興技術，從而為整個半導體和計算價值鏈的投資決策提供依據。

這一領域是我們最活躍的調查計畫。它被列為「旗艦」級別，因為Future Markets在該領域發布的報告最多，相關市場變化最快，而且訂閱用戶最常交叉引用相關報告。例如，它涵蓋了從矽光電學到收發器和共封裝光學元件，從先進封裝到HBM和溫度控管，以及從功率半導體到汽車電子等各個方面。

本手冊解釋了單科定期訂閱包含的內容、存取方式、費用和使用說明。手冊末尾還提供了詳細信息，說明如何為還使用其他科目內容的團隊升級整個圖書館。

訂閱「半導體市場：情報」可獲得哪些內容

• 無限制存取所有 Future Markets 在半導體、電腦和人工智慧類別中的報告——包括過去 18 個月內發布的 50 多份報告，以及可追溯至 2020 年的大量歷史報告。
• 請參閱「如何存取研究報告」，以了解根據您採購組織規模量身定做的全站許可。
• 訂閱期間內現有報告的更新 - 訂閱用戶將免費獲得所有修訂和重新發布版本。
• 該行業所有主要預測模型（市場規模、複合年成長率、細分市場佔有率、公司排名）均按季度更新。
• 我們提供了一個 Excel 資料包，作為所有預測的基礎，訂閱者可以重新聚合資料以匹配自己的細分。
• 該行業專屬網路研討會系列每季提供僅限訂閱者參加的網路研討會，並提供年度策略簡報「TechVision 70」，其中包括半導體和電腦產業的趨勢。
• 搶先體驗 - 訂閱用戶可以在行業報告正式發布前 14 天收到該行業的最新報告。
• 這是一項固定的年費，適用於所有購買者，包括企業、圖書館和政府機構。不收取任何基於用戶的收費或其他額外費用。

如何取得研究資料

所有訂閱內容均透過單一管道交付：一個專用的、存取受控的文件儲存庫，該儲存庫託管在企業級、通過 ISO 27001 認證的文件共用平台上。以下是其工作原理：

儲存庫內容

• 半導體、計算和人工智慧目錄中的所有報告均按子類別組織（先進封裝、記憶體、矽光電、功率半導體、人工智慧硬體、量子計算等）。
• 在您的訂閱期內，該行業發布的所有新報告和更新都將在發布後立即添加。
• 對於現有報告，每年每次修訂都會新增更新版本。
• 如果適用，請提供 Excel 和 CSV 格式的基礎資料集。
• 訂閱者指南文件：推薦閱讀清單、分析師聯絡資訊、聯絡流程和更新歷史記錄。

如何使用

• 啟動後，將向主負責人發送一個唯一的存取連結。
• 其他使用者可以透過以下三種方式之一註冊：透過指定使用者的邀請、透過組織電子郵件網域的允許清單或透過 IP 位址範圍的允許清單。
• 透過 OpenAthens、Shibboleth、SAML 2.0 或 SSO（Azure AD/Okta/Google Workspace）進行聯合登入無需額外費用。
• 使用者只需登入一次，瀏覽器會話即可保持有效。無需每次查看報告都登入。

使用者如何與內容互動

• 可以透過按行業子類別組織的資料夾樹查看報告，也可以透過按資料包和存檔年份分類的子資料夾查看報告。
• 單一文件可以在瀏覽器中預覽，也可以下載為 PDF 文件。
• 您可以一次將整個子類別資料夾下載為 ZIP 檔案。
• 所有存取記錄都會與訂閱者記錄關聯，每季向圖書館發布使用情況匯總報告，並可根據要求向其他購買者發布。

託管和資料處理

• 我們使用的文件共用基礎設施已獲得 ISO 27001 認證。
• 可根據要求提供英國或歐盟的資料儲存服務（英國為標準）。
• 根據我們的服務等級協定 (SLA)，我們每月可保證 99.9% 的可用性。
• 該文件以符合 WCAG 2.1 AA 標準的標籤 PDF 格式提供。正式的 VPAT 版本可應要求提供。

實施流程 - 從下單到首次下載

• 訂單合約已簽訂。發票和歡迎禮包將於1個工作天內發出。
• 儲存庫將完成配置。主要負責人將收到管理控制面板的存取連結和憑證。
• 與分析師進行 45 分鐘的啟動電話會議——包括客製化的半導體、電腦和人工智慧相關報告報告推薦清單、資料夾結構說明以及查詢說明。

Semiconductors, Computing & AI - the hardware behind the AI era

Future Markets, Inc.'s Semiconductors, Computing & AI vertical covers the entire hardware stack behind the AI era: from wafer-level fabrication, advanced packaging and IC substrates through to memory, storage, interconnect, power semiconductors, silicon photonics, neuromorphic and physical AI systems, and the compute and infrastructure that runs modern data centres.

Our subscribers use this research to set semiconductor strategy, justify capex, benchmark vendors, scope M&A, write policy on chip acts and export controls, evaluate emerging technology and inform investment decisions across the semi and computing value chain.

This vertical is our most active research programme. It sits at the Flagship tier because it is where FMI publishes most, where the underlying market moves fastest, and where subscribers cross-read most heavily between adjacent titles - silicon photonics into transceivers into co-packaged optics; advanced packaging into HBM into thermal management; power semi into automotive electronics.

This prospectus sets out what the single-vertical subscription includes, how you access it, what it costs, and how to engage. The whole-library upgrade route is also detailed at the end for teams that read across other verticals as well.

What a Semiconductors, Computing & AI subscription delivers

• Unlimited access to every FMI report in the Semiconductors, Computing & AI category - 50+ published titles across the past 18 months alone, plus the deeper back catalogue reaching to 2020.
• Site-wide licensing scaled to the buyer organisation - see “How you access the research”.
• Updated versions of existing reports throughout the subscription year - subscribers receive every revision and republication at no additional cost.
• Quarterly data updates across all core forecast models in this vertical (market size, CAGR, segment shares, company league tables).
• Excel data packs behind every forecast so subscribers can re-cut the numbers to their own segmentation.
• Quarterly subscriber-only webinars specifically on this vertical, and an annual TechVision 70 strategic briefing that includes the semi/computing landscape.
• Early access - subscribers receive new reports in this vertical 14 days before public release.
• Fixed annual fee, flat across corporate, library and government buyers: no per-seat charges, no add-on fences.

How you access the research

Every subscription is delivered through a single channel: a dedicated, access-controlled file repository, hosted on an enterprise-grade, ISO 27001-certified file-sharing platform. What this involves in practice is set out below.

What the repository contains

• Every report in the Semiconductors, Computing & AI catalogue, organised by sub-category (advanced packaging, memory, silicon photonics, power semi, AI hardware, quantum computing, etc.).
• Every new report and update published in this vertical during the subscription year, added on release.
• Updated versions of existing reports as they are revised throughout the year.
• Underlying data sets in Excel and CSV where applicable.
• A subscriber landing document: reading lists, analyst contacts, enquiry procedure and update log.
• Archive folders for subscribers with perpetual-access rights (libraries and government).

How users get in

• Primary contact receives a unique permissioned link at activation.
• Additional users are added in one of three ways: named-user invitations, institutional email-domain allowlist, or IP-range allowlist.
• Federated login via OpenAthens, Shibboleth, SAML 2.0 or SSO (Azure AD / Okta / Google Workspace) is available at no extra cost.
• Users sign in once; the browser session persists. No per-report login.

How users interact with the content

• Reports are browsed through a folder tree organised by sub-category within the vertical, plus sub-folders for data packs and archive years.
• Individual files can be previewed in-browser or downloaded as PDF.
• Whole sub-category folders can be downloaded as a zip in a single operation.
• All access is logged against the subscriber record; aggregate usage reports are issued quarterly to libraries and on request to other buyers.

Hosting and data handling

• ISO 27001-certified file-sharing infrastructure.
• Data residency in the UK or EU available on request (standard is UK).
• 99.9% availability SLA measured monthly.
• Documents are tagged PDFs meeting WCAG 2.1 AA. A formal VPAT is available on request.

Onboarding - from order to first download

• Day 0: Order signed. Invoice and welcome pack issued within one business hour.
• Day 1: Repository provisioned. Primary contact receives access link and admin-dashboard credentials.
• Day 2–5: 45-minute analyst kickoff call - custom reading list of semi/computing/AI reports, folder-structure walkthrough, enquiry procedure.
• Day 5–10 (libraries only): MARC21 records delivered, KBART file published, COUNTER 5 usage reporting activated.

End of term

• Corporate subscribers: repository access is revoked at term end unless renewed. Previously-downloaded PDFs remain with the subscriber.
• Library and government subscribers: retain perpetual read-only access to content published during any subscribed year, delivered through an archive folder.