2025年上半年，国内晶圆代工行业在全球半导体复苏周期中呈现稳健增长态势，头部企业营收与产能利用率双提升，技术突破与国产替代加速推进，政策与市场需求形成共振。中芯国际第二季度产能利用率92.5%，华虹达108.3%，均刷新历史高位。这主要得益于国内外政策变化推动渠道备货，头部晶圆厂称上半年“急单和提拉出货”支撑业绩。此外，智能穿戴、物联网等消费电子和汽车电子领域成为主要驱动力。技术突破方面，成熟...
Source Link2025年上半年，国内晶圆代工行业在全球半导体复苏周期中呈现稳健增长态势，头部企业营收与产能利用率双提升，技术突破与国产替代加速推进，政策与市场需求形成共振。中芯国际第二季度产能利用率92.5%，华虹达108.3%，均刷新历史高位。这主要得益于国内外政策变化推动渠道备货，头部晶圆厂称上半年“急单和提拉出货”支撑业绩。此外，智能穿戴、物联网等消费电子和汽车电子领域成为主要驱动力。技术突破方面，成熟...
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