晶圆大厂豪赌:关厂涨价,2nm背水一战

半导体投资联盟
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更多重磅新闻,请点击进入爱集微小程序阅读或下载爱集微APP阅读一边对4nm、8nm工艺喊出10%的涨价幅度,一边计划年内关停器兴园区8英寸晶圆厂S7;一边是市占率跌至6.8%的行业困境,一边是押注2nm工艺的背水一战。2026年初的三星电子,在韩国平泽园区的晶圆代工产线上,下了一场决定自身命运的行业豪赌。而这场赌局的背后,是全球半导体行业进入硅周期上行阶段的结构性变革,是台积电与三星双巨头同步调价...

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