记者从多个渠道求证获悉，中芯国际已经对部分产能实施了涨价，涨幅约为10%。 有公司反映，预计涨价会很快执行。但由于之前存储产品价格过低，晶圆厂早已率先对其实施了涨价。 "由于手机应用和AI需求持续增长，带动套片需求，从而带动了整体半导体产品需求的增长。"对于中芯 国际涨价的原因，有半导体业内人士解读，原材料涨价也是其中因素。 此外，台积电确认整合8英寸产能，并计划在2027年末关停部分生产线，或也引发晶圆厂涨价预期。 事实上，由于需求旺盛，中芯国际、华虹公司的产能利用率持续增长，并已接近满载或超过满载。 中芯国际在三季报中披露，第三季度，公司产能利用率上升至95.8%，环比今年第二季度的92.5%增长 3.3个百分点。 | | 2025 年第三季度 | 2025 年第二季度 | 2024年第三季度 | | --- | --- | --- | --- | | | (7-9月) | (4-6月) | (7-9月) | | 销售品圆数量(片) | 2, 499, 465 | 2, 390, 236 | 2, 122, 266 | | 月产能((片) | 1, 022, 750 | 991, 250 | 884, 2 ...

数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据中国海关数据显示：2025年10月中国制造单晶柱或晶圆用的机器及装置进口数量为0.02万台，同比 增长13.5%，进口金额为1.24亿美元，同比增长8.4%。 近一年中国制造单晶柱或晶圆用的机器及装置进口情况统计图 相关报告：智研咨询发布的《2026-2032年中国晶圆制造行业市场竞争策略及未来发展潜力报告》 ...

国产GPU龙头沐曦股份今日上市，盘中股价拉升大涨超700%，总市值一度超越3400亿元，超越另一家 明星公司摩尔线程。惊人表现成为市场新焦点，沐曦引发的"造富效应"正在点燃市场对硬科技板块的情 绪。 目前上游半导体设备板块多股拉升、龙头股活跃。华峰测控涨3.40%，华海诚科涨2.51%，晶升股份、 中微公司、寒武纪、海光信息涨超1%，对以上个股均有布局的半导体设备ETF(561980) 盘中翻红上涨 0.31%。 【产业链深度剖析】 3、设备环节确定性受益：晶圆厂扩产的第一步且最大成本项，就是购买光刻、刻蚀、薄膜沉积等核心 设备。设备采购具有强制性和前置性，这使得半导体设备公司往往是芯片产业较为确定、直接的"卖水 人"。 据了解，半导体设备ETF（561980）跟踪中证半导，标的指数中"设备"含量将近6成，集中布局设备、 材料、设计、制造等中上游卖铲子领域，或为布局国产替代攻坚领域的理想指数化工具。 风险提示：基金有风险，投资需谨慎。 1、设计突破引领需求：沐曦等GPU设计公司的成功，证明了国产高端芯片的市场可行性与迫切需求， 后续大概率会转化为对晶圆制造产能的巨量需求。 2、制造扩产创造订单：无论芯片设计多 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating a strong performance relative to the market [7][8]. Core Insights - The company reported Q3 revenue of $2.382 billion, a year-over-year increase of 9.7% and a quarter-over-quarter increase of 7.8%, exceeding guidance [4][7]. - The net profit attributable to shareholders for Q3 was $192 million, reflecting a year-over-year growth of 28.9% and a quarter-over-quarter growth of 44.7% [4][7]. - The gross margin for Q3 was 22%, which is above the guidance range of 18%-20% [4][7]. - For the first three quarters of 2025, total revenue reached $6.838 billion, a year-over-year increase of 17.4%, with a gross margin of 21.6%, up 5.3 percentage points year-over-year [4][7]. Financial Data and Profit Forecast - The company expects total revenue for 2025 to be $6.6755 billion, with a year-over-year growth rate of 15.5% [6]. - The net profit attributable to shareholders is projected to be $512.3 million in 2025, representing a year-over-year growth of 38.5% [6]. - The earnings per share (EPS) is forecasted to be $0.64 for 2025, with a gross margin of 21.9% [6]. - The company’s return on equity (ROE) is expected to improve to 3.4% in 2025 [6]. Operational Performance - The overall utilization rate for Q3 was 95.8%, with a quarter-over-quarter increase of 3.3 percentage points [7]. - The average selling price (ASP) for wafers increased by 3.1% quarter-over-quarter to $953 per wafer [7]. - The company’s 12-inch wafer production capacity increased, contributing significantly to revenue [7]. - The revenue contribution from the industrial and automotive sectors rose, with a quarter-over-quarter increase of 21% [7]. Capital Expenditure and Guidance - The company’s capital expenditure for Q3 was $2.394 billion, reflecting a quarter-over-quarter increase [7]. - For Q4, the company expects revenue to remain stable with a quarter-over-quarter growth of 0% to 2% and a gross margin between 18% and 20% [7].

Core Insights - In September 2025, the import quantity of machines and devices for monocrystalline columns or wafers in China reached 0.02 million units, representing a year-on-year increase of 26.1% [1] - The import value for the same category was $10.3 million, showing a year-on-year decrease of 28.5% [1] Group 1 - The import quantity of machines and devices for monocrystalline columns or wafers in China increased significantly by 26.1% year-on-year [1] - The import value of these machines and devices decreased by 28.5% year-on-year, indicating a potential shift in market dynamics [1]

Core Insights - In August 2025, the import quantity of machines and devices for manufacturing monocrystalline columns or wafers in China reached 0.02 million units, representing a year-on-year increase of 5.8% [1] - The import value for these machines and devices amounted to 141 million USD, showing a year-on-year growth of 10.2% [1] Group 1 - The data indicates a positive trend in the import of manufacturing equipment for monocrystalline columns or wafers in China [1] - The increase in both quantity and value suggests a growing demand for advanced manufacturing technology in the semiconductor industry [1]

Core Viewpoint - TSMC plans to invest approximately NT$1.5 trillion to build four 1.4nm wafer fabs, aiming for risk production by the end of 2027 and mass production in the second half of 2028 [1] Investment and Employment - The investment is expected to create nearly 10,000 job opportunities [1]

Group 1 - The core point of the article highlights the import statistics of machines and devices for manufacturing monocrystalline columns or wafers in China, indicating a significant increase in quantity but a decrease in import value [1] Group 2 - In April 2025, the number of imported machines and devices for manufacturing monocrystalline columns or wafers reached 0.03 thousand units, representing a year-on-year increase of 67% [1] - The import value for these machines and devices was recorded at 1.03 million USD, showing a year-on-year decrease of 5.1% [1]

Core Insights - The import quantity of machines and devices for monocrystalline columns or wafers in China reached 0.02 million units in July 2025, representing a year-on-year increase of 41.5% [1] - The import value for these machines amounted to 196 million USD, showing a year-on-year growth of 26.9% [1] Group 1 - The significant increase in import quantity indicates a growing demand for monocrystalline technology in China [1] - The rise in import value suggests that not only is the quantity increasing, but the market is also willing to invest more in advanced machinery [1]

Core Insights - In June 2025, the import quantity of machines and devices for single crystal columns or wafers manufactured in China was 0.01 million units, representing a year-on-year decrease of 19% [1] - The import value for the same category reached 125 million USD, showing a year-on-year increase of 66% [1] Group 1 - The decline in import quantity indicates a potential slowdown in demand for single crystal manufacturing equipment [1] - The significant increase in import value suggests that while fewer units are being imported, the cost per unit may be rising, possibly due to higher quality or advanced technology [1]