每周观察 | 晶圆厂正酝酿调涨八英寸代工价格；预估2026年Q2起智能手机生产承压明显…

Group 1 - The core viewpoint of the article highlights the anticipated price increase in eight-inch wafer foundry services driven by rising AI-related power demand and production cuts by major manufacturers [2] - TrendForce's latest survey indicates a shift in the supply-demand dynamics for eight-inch wafers, with TSMC and Samsung reducing production while AI-related Power IC demand remains strong [2] - Chinese wafer manufacturers have seen their eight-inch capacity utilization rates rebound to high levels since 2025, and other regions are also receiving revised orders for 2026, prompting foundries to consider price hikes [2] Group 2 - The smartphone market is expected to face significant production pressure starting in the second quarter of 2026 due to tight supply and soaring prices of memory components [5] - As a result of increased costs, smartphone brands are likely to raise end-product prices, leading to weakened demand and production performance starting in the second quarter of 2026 [5] - Although brands have not yet significantly adjusted their production plans for the first quarter of 2026, the impact of rising end-user prices is anticipated to affect production negatively [5]