芯片板块早盘高开 澜起科技(06809)涨5.50% 台积电将于2027年起上调晶圆代工价格至多10%

金吾财讯
Jul 22

金吾财讯 | 芯片板块早盘高开,天数智芯(09903)涨4.72%,美佳音控股(06939)涨4.55%,兆易创新(03986)涨4.23%,ASMPT(00522)涨2.91%,英诺赛科(02577)涨2.17%,晶门半导体(02878)涨1.75%,瀚天天成(02726)涨1.66%,中兴通讯(00763)涨1.64%,中芯国际(00981)涨1.13%,长光辰芯(03277)涨1.11%。消息面上,台积电计划在2027年上调先进及成熟制程芯片的代工价格,涨幅最高可达10%,以应对材料、制造设备及海外新厂建设成本上涨带来的压力。台积电已与客户就涨价事宜展开磋商,涉及7纳米及更先进制程。这部分业务在今年4月至6月季度贡献了台积电约77%的营收。知情人士表示,基础涨价幅度为5%至10%,具体取决于客户和产品。对于超出客户原先预测的高性能计算(HPC)芯片新增订单,台积电计划在基础涨价幅度之上再加收10%至15%的溢价。本月,台积电上调了2026年资本支出预测,理由是人工智能需求旺盛以及扩产成本不断增加——尤其是其在亚利桑那州推进的总额高达2650亿美元的扩产计划。中东冲突引发的全球供应链扰动,以及AI产业的爆发式需求,进一步推高了台积电的运营成本。台积电首席执行官魏哲家在7月公布好于预期的季度业绩后对分析师表示:"我们不会突然涨价。我们赚取的是我们的价值,我们确保利润和毛利率足以支撑长期持续扩张,这对客户和台积电都有利,这是我们的经营理念。"

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