【世界先进:AI服务器电源管理晶圆需求持续增长但产能受限】晶圆代工厂世界先进总经理尉济时4日表示,AI服务器电源管理晶圆需求持续增长,预估三季度晶圆出货量环比增1%至3%、平均销售单价环比增增2%至4%,产能利用率则将进一步升至约90%;不过,部分瓶颈设备已面临产能限制,也压缩出货量进一步成长的空间。尉济时指出,目前订单能见度维持约四个月,主要动能来自AI服务器电源管理,以及客户季节性备货需求。
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