如果您希望可以时常见面，欢迎标星收藏哦~ 台积电成熟制程迎转单 台积电持续调整成熟制程产能配置，供应链观察，这波调整不仅反映先进制程与先进封装资源快速 集中，也实际带动成熟制程需求外溢，业者看好，受惠者将以8吋平台、车用与工控长单客户基础 较深的业者最为明显，也让台湾三大成熟制程厂成为主要承接者。随着设备移转、产线整并与实际 客户转单陆续发酵，世界先进、联电与力积电今年起营运动能明显受惠。 界指出，2025年第三季，台积电通知客户旗下晶圆二厂（6吋）与晶圆五厂（8吋）规划2027年 底停产，并将提供最后投片时程，协助客户转厂或升级至12吋厂；台积电也证实除6吋晶圆制造业 务将逐步退出外，五厂8吋产能将整并至其他8吋厂。 业界解读，随着台积电把资源往先进制程与先进封装集中，成熟制程的供给结构势必重整，转单外 溢将成为台系成熟代工厂的重要成长来源。 业界最直接观察指标，是台积电已先以「设备移转」方式替成熟产能的再配置铺路。 2025年11 月，台积电董事会核准出售机器设备予子公司世界先进，交易金额约2,000万至2,300万美元（约 新台币6.21亿至7.14亿元）。供应链认为，由台积电释出成熟设备、子公司扩充8 ...

Group 1 - The supply-demand dynamics for eight-inch wafers are changing, with TSMC and Samsung gradually reducing production, while AI-related Power IC demand remains strong, leading to increased orders for 2026 [1][3] - TSMC officially began reducing eight-inch capacity in 2025, aiming for full shutdown of certain facilities by 2027, while Samsung has adopted a more aggressive stance on production cuts [1] - TrendForce forecasts a 0.3% reduction in global eight-inch capacity in 2025, entering a phase of negative growth, with a further expected decline of 2.4% in 2026 due to the larger cuts from TSMC and Samsung [1][3] Group 2 - Demand for eight-inch wafers is expected to rise in 2025 due to increased orders for AI Server Power ICs and a trend towards localization in China's IC industry, leading to higher capacity utilization rates [3] - The anticipated growth in AI Server and Edge AI applications will continue to drive demand for Power-related ICs, supporting high capacity utilization rates in 2026, with global average utilization expected to rise to 85-90% [3] - Some wafer manufacturers are optimistic about tightening eight-inch capacity in 2026 and have notified clients of price increases ranging from 5% to 20%, marking a comprehensive price adjustment across all clients and process platforms [4]