受AI推动 SEMI预计到2028年先进芯片制造产能将增长69%

e公司2025-06-27

近日，SEMI（国际半导体产业协会）发布最新的《300毫米晶圆厂展望报告（300mm Fab Outlook）》。报告指出，全球前端半导体供应商正在加速扩张，以支持生成式人工智能（AI）应用的激增需求。根据报告，全球半导体制造行业预计将保持强劲增长势头，预计从2024年底到2028年，产能将以7%的复合年增长率增长，达到创纪录的每月1110万片晶圆。SEMI认为，推动这一增长的关键因素是先进工艺...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250627190643952e03b4&s=b><strong>e公司</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，SEMI（国际半导体产业协会）发布最新的《300毫米晶圆厂展望报告（300mm Fab Outlook）》。报告指出，全球前端半导体供应商正在加速扩张，以支持生成式人工智能（AI）应用的激增需求。根据报告，全球半导体制造行业预计将保持强劲增长势头，预计从2024年底到2028年，产能将以7%的复合年增长率增长，达到创纪录的每月1110万片晶圆。SEMI认为，推动这一增长的关键因素是先进工艺...</p>\n\n<a 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Fab Outlook）》。报告指出，全球前端半导体供应商正在加速扩张，以支持生成式人工智能（AI）应用的激增需求。根据报告，全球半导体制造行业预计将保持强劲增长势头，预计从2024年底到2028年，产能将以7%的复合年增长率增长，达到创纪录的每月1110万片晶圆。SEMI认为，推动这一增长的关键因素是先进工艺产能（7纳米及以下）的持续扩张，预计将从2024年的每月85万片晶圆增长到2028年的历史新高140万片晶圆，增长约69%，复合年增长率约为14%，是行业平均水平的两倍。SEMI总裁兼首席执行官Ajit Manocha表示：“AI继续成为全球半导体行业的变革力量，推动先进制造产能的显著扩张。AI应用的迅速普及正在刺激整个半导体生态系统的强劲投资，凸显了其在推动技术创新和满足先进芯片激增需求方面的关键作用。”报告显示，除了对日益强大的训练能力的需求以支持更大的AI模型架构外，AI推理已成为另一个增长的关键催化剂。市场扩张还受到AI集成到个人助理和创新应用的系统软件中的推动。此外，AI还在推动虚拟现实和增强现实设备以及人形机器人领域的突破，预计在未来几年内对先进半导体技术的需求将保持强劲。在此背景下，SEMI预计，先进工艺产能将从2025年到2028年保持强劲的14%复合年增长率，从2025年的每月98.2万片晶圆开始，同比增长15%。预计行业将在2026年达到一个重要的里程碑，产能首次突破100万片晶圆，达到每月116万片晶圆。并且，2nm及以下工艺的产能部署在整个预测期内显示出更激进的扩张，产能从2025年的每月不到20万片晶圆，急剧增长到2028年的每月超过50万片晶圆，反映了在先进制造中AI应用推动的强劲市场需求。据报告测算，到2028年，先进工艺设备的资本支出将激增至超过500亿美元，与2024年投资的260亿美元相比，大幅增长94%，复合年增长率为18%。“向尖端节点的过渡继续加速，预计2nm技术将在2026年实现量产，随后1.4nm技术将在2028年实现商业部署。为了满足不断增长的市场需求，芯片制造商正在提前战略性地扩大产能，2025年增长率为33%，2027年增长率为21%。”SEMI在报告中分析称。SEMI还指出，对2纳米及以下晶圆设备的投资尤其呈现出显著增长，从2024年的190亿美元增长到2028年的430亿美元，增长了120%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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