1月13日,市调机构TrendForce发布报告显示,在台积电、三星两大晶圆厂逐步收缩8英寸产能的背景下,叠加AI相关电源管理芯片需求稳步增长,以及消费电子企业因担忧后续成本上涨、产能受限而提前备货,全球8英寸晶圆市场正偏离此前的供需平衡状态,逐步呈现产能趋紧、价格上行的态势。这场由供需格局变化引发的产业变动,将影响晶圆代工厂的盈利表现,并沿着产业链传导,对半导体上下游的竞争格局产生影响。全球8...
Source Link1月13日,市调机构TrendForce发布报告显示,在台积电、三星两大晶圆厂逐步收缩8英寸产能的背景下,叠加AI相关电源管理芯片需求稳步增长,以及消费电子企业因担忧后续成本上涨、产能受限而提前备货,全球8英寸晶圆市场正偏离此前的供需平衡状态,逐步呈现产能趋紧、价格上行的态势。这场由供需格局变化引发的产业变动,将影响晶圆代工厂的盈利表现,并沿着产业链传导,对半导体上下游的竞争格局产生影响。全球8...
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