TrendForce：AI相关需求提升及大厂减产并进 八英寸晶圆代工价格或上涨

Group 1 - The supply-demand dynamics for eight-inch wafers are changing, with TSMC and Samsung gradually reducing production, while AI-related Power IC demand remains strong, leading to increased orders for 2026 [1][3] - TSMC officially began reducing eight-inch capacity in 2025, aiming for full shutdown of certain facilities by 2027, while Samsung has adopted a more aggressive stance on production cuts [1] - TrendForce forecasts a 0.3% reduction in global eight-inch capacity in 2025, entering a phase of negative growth, with a further expected decline of 2.4% in 2026 due to the larger cuts from TSMC and Samsung [1][3] Group 2 - Demand for eight-inch wafers is expected to rise in 2025 due to increased orders for AI Server Power ICs and a trend towards localization in China's IC industry, leading to higher capacity utilization rates [3] - The anticipated growth in AI Server and Edge AI applications will continue to drive demand for Power-related ICs, supporting high capacity utilization rates in 2026, with global average utilization expected to rise to 85-90% [3] - Some wafer manufacturers are optimistic about tightening eight-inch capacity in 2026 and have notified clients of price increases ranging from 5% to 20%, marking a comprehensive price adjustment across all clients and process platforms [4]