三星关闭8寸晶圆代工厂！

Group 1 - Samsung is accelerating the adjustment of its foundry production line structure, planning to close an 8-inch wafer foundry by the end of the year to focus resources on more profitable 12-inch lines [2][4] - The closure of the S7 8-inch wafer factory will reduce Samsung's monthly production capacity from 250,000 wafers to below 200,000 wafers, with customer orders already being transferred [4] - The overall operating rate of Samsung's 8-inch wafer factories is approximately 70%, and the operational cost pressure is increasing as core products are gradually shifted to 12-inch lines [4] Group 2 - TrendForce predicts a 2.4% year-on-year decline in global 8-inch wafer foundry capacity this year, with TSMC also reducing related capacity since last year [4] - Despite the capacity reduction, market demand remains strong, particularly for power management chips driven by AI servers, keeping the average operating rate of 8-inch wafer factories high [4] - TrendForce expects the operating rate of global 8-inch wafer factories to rise to between 85% and 90% this year, with some foundries preparing to increase prices by 5% to 20% [4] Group 3 - DB Hitek, a local foundry in South Korea, is seen as a potential beneficiary of the situation, currently operating at full capacity with a backlog of orders and unable to accept new ones [5] - DB Hitek specializes in BCD and other analog processes, capable of small-batch production of power management chips and display driver chips [5]