台积电领涨代工厂价格,二线厂商利润反弹

半导体产业纵横
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汽车、工业控制、电源管理和商业应用芯片的需求复苏,提高了8英寸和部分12英寸晶圆的利用率。受人工智能热潮的推动,全球半导体行业正经历新一轮结构重组。在晶圆代工领域,成熟节点的代工价格终于摆脱了此前的低点。供应链消息人士称,台积电持续提高5nm以下制程的价格,其美国晶圆厂的产能提升幅度达10-20%,展现出强大的定价能力和成本转嫁能力。与此同时,随着人工智能时代的到来,成熟制程节点的需求复苏,世界...

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