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Core Viewpoint - The demand for AI is driving a potential price increase in global wafer foundries, affecting even non-mainstream 8-inch wafers [1][2]. Supply Side Summary - TSMC and Samsung are gradually reducing 8-inch wafer production, with TSMC aiming for partial plant shutdowns by 2027. This reduction is expected to lead to a 0.3% decline in global 8-inch wafer capacity in 2025, entering negative growth. In 2026, despite some Chinese manufacturers planning slight capacity expansions, the overall capacity is projected to decrease by 2.4% due to the larger reductions from TSMC and Samsung [1][2]. Demand Side Summary - The increase in power IC orders for AI servers and the trend of IC localization in China are boosting demand for local wafer foundries, leading to a significant rise in capacity utilization rates for some Chinese manufacturers starting mid-2025. This has prompted these manufacturers to initiate price increases for foundry services, effective in the second half of 2025. The overall average capacity utilization for global 8-inch wafers is expected to rise to 85-90% in 2026, up from 75-80% in 2025, with some foundries planning to raise prices by 5-20% across all customers and process platforms [2][3]. Price Increase Considerations - Despite the anticipated price increases, actual price hikes for 8-inch wafers may be moderated due to concerns in consumer electronics and rising costs from memory and advanced processes impacting surrounding IC costs [3].