三星将关闭8英寸晶圆代工厂

Group 1 - Samsung plans to close one of its 8-inch wafer fabs by the end of the year to focus on more profitable 12-inch fabs, reflecting a global trend in the semiconductor industry [1] - The S7 fab, which has a monthly capacity of 50,000 wafers, will be shut down, reducing Samsung's total monthly capacity for 8-inch wafers from 250,000 to below 200,000 [1] - The current utilization rate of Samsung's 8-inch wafer fabs is approximately 70%, with the company shifting its focus to 12-inch fabs for key products [1] Group 2 - TrendForce predicts a 2.4% decline in global 8-inch wafer fab capacity this year, with TSMC also reducing its capacity and some fabs expected to close next year [2] - Despite the supply decrease, demand remains strong, particularly for power management ICs used in AI servers, leading to stable utilization rates of 85% to 90% for 8-inch fabs this year [2] - DB Hitek, a South Korean foundry, is expected to benefit from Samsung's capacity cuts, as it currently operates at full capacity and has a backlog of orders [2] Group 3 - Competitors of DB Hitek in the 8-inch wafer foundry space include Vanguard International Semiconductor, United Microelectronics Corporation, SMIC, and Tower Semiconductor, with SMIC offering competitive pricing and increasing order volumes [3] - Key Foundry has a lower utilization rate of 90% and is considered to have lower profitability compared to its competitors [3]