SEAJ大幅上调2026财年日本产半导体设备销售额预期 预计将破纪录

智通财经
Jul 06
【SEAJ大幅上调2026财年日本产半导体设备销售额预期 预计将破纪录】SEAJ发布预测报告称,受AI服务器先进逻辑芯片投资热潮带动,叠加以HBM为核心的DRAM产线投资大幅扩容,2026财年日本半导体设备厂商全球设备销售额,从此前2026年1月预估的55004亿日元上调约两成,上调金额达10498亿日元,最新预期为65502亿日元;相较2025财年同比大幅增长26.0%,年度销售额将首次跨过6万亿日元关口,连续第三年刷新历史峰值。SEAJ同时提到,AI服务器芯片需求持续火热,多家新建晶圆厂陆续投产,因此大幅上调2027财年日本半导体设备销售预期,由此前预估的56104亿日元上调至74017亿日元,同比增长13.0%,有望连续第四年创下历史新高。

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