台系芯片厂尴尬了,他们缺订单,中芯、华虹却订单多到接不过来

Ofweek光电信息网
Aug 11, 2025

目前的晶圆市场,真的是呈现冰火两重天的形势。一边是一些芯片厂,订单多到接不过来,一边是一些芯片厂,却缺订单,不得不打价格战,抢订单。先说订单多到接不过来的厂商。第一家是特例,但也不得不说,这一家是台积电,不过台积电的订单多到接不过来,是特殊情况,主要是先进工艺,比如3nm这些,因为全球就它的3nm良率最高,技术最先进,所以大家都找他找工,他没有竞争,自然是订单多到接不过来。而在成熟芯片工艺方面,...

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