【只差0.5个百分点!中芯国际晶圆代工逼近三星】近日,研究机构TrendForce集邦咨询发布了2026年Q2全球前十大晶圆代工厂报告,报告显示,前十大晶圆代工厂合计产值约534.9亿美元,季增11.5%,再创新高。其中,台积电以402亿美元营收、72.5%市占率继续稳居第一,三星晶圆代工和中芯国际分别位列第二、第三。四到六名分别为联电、格芯、华虹集团。前六名厂商排名自2024Q1至今保持完全稳定,未发生任何变动。值得关注的是,三星晶圆代工与中芯的营收差距从Q1的约7亿美元快速收窄至不足2.6亿美元,市占率差距仅剩0.5个百分点。从更长的时间维度看,数据背后,两家公司呈现出截然不同的增长动能。
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