三季度全球晶圆代工2.0市场营收增长17% 台积电达41%

手机中国2025-12-23

【CNMO科技消息】12月23日，据Counterpoint Research最新发布的报告，2025年第三季度全球晶圆代工2.0市场营收同比增长17%，达到848亿美元（约为5960亿元人民币）。这一两位数增长主要来自AI GPU在前端晶圆制造及后端先进封装领域的持续需求。以台积电为代表的纯晶圆代工厂成为增长核心，而中国厂商则在本土补贴政策支持下同步受益。台积电在纯晶圆代工厂中，台积电表现优异，...

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ASIC将在2025-2026年成为OSAT厂商最主要的增长引擎.","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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