成熟制程晶圆代工涨价潮延续 联电、世界先进、力积电持续迎来价量齐扬盛况

格隆汇
Oct 20
据台湾经济日报,业界指出,AI红利不仅带旺台积电先进制程接单热转,也促使成熟制程晶圆代工涨价潮延续,联电、世界先进、力积电持续迎来价量齐扬盛况。联电对市况展望正向,看好22纳米、28纳米需求持续复苏,第三季晶圆出货量季增高个位数百分比,产能利用率攀升至九成以上,平均售价持稳,毛利率约35%。世界先进表示,受益于AI电源管理需求增温,第三季产能利用率达九成以上,订单能见度约四个月,第四季仍有向上空间。力积电方面,今年7月已调升DRAM投片价约45%,8寸、12寸逻辑代工投片价同步上调10%至15%,下半年持续反映调价效益。

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