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Dan Nystedt· @dnystedt · X·· 17 天前AI 评分65
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据媒体报道,随着存储与逻辑芯片产能扩张推升需求,越来越多厂商签订长期协议(LTA),半导体硅晶圆价格 2027 年将上涨。12 英寸外延片预计涨 15% 至 25%,12 英寸抛光片多数涨超 40%,二线客户涨幅达 50%。

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Prices of silicon wafers used in semiconductor production are set to rise in 2027 as more firms ink long term agreements (LTAs), media report, noting capacity expansion for both memory and logic chips is fueling demand.
12-inch Epitaxial wafers: estimated up 15%-25%
12-inch Polished Wafers: seen up over 40% for most, 50% for 2nd tier clients

GlobalWafers, Taiwan’s biggest maker, is seen at $122 average selling prices (ASPs) in 2027, up from $92 for 12-inch silicon wafers this year, and up to $166 in 2028. Shipments are seen rising to 16.174 million wafers per quarter next year, from 11.907 million per quarter this year. https://www.ctee.com.tw/news/20260923700097-430501

来源:Dan Nystedt · x.com