Dan Nystedt· @dnystedt · X·· 2 天前AI 评分64
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据媒体报道,硅晶圆将于 2026 年 1 月出现 3 年多来首次全面涨价,主因先进制程芯片生产需求超出预期。硅晶圆交付已加速,原定 2027 年春季的订单已提前一个季度完成交付,且已涵盖 2026 全年及 2027 年第一季。
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Silicon wafers will see their first broad-based price increase in over 3-years in January as demand for advanced process chip production shatters expectations, media report. Delivery of silicon wafers, the key ingredient in semiconductor manufacturing, has sped up, with orders originally set for Spring 2027 already fulfilled as customers pull forward delivery schedules by a quarter. (To be clear, fulfillment includes all 2026 and 1st quarter 2027). $SKHY $MU $SSNLF $TSM $INTC #Kioxia #semiconductors https://money.udn.com/money/story/5612/9850711?from=edn_maintab_index&dark_mode=1
来源:Dan Nystedt · x.com