开源证券：半导体释放涨价信号晶圆厂、存储、模拟有望进入价格上行期

智通财经2025-12-25

智通财经APP获悉，开源证券发布研报称，AI需求井喷，半导体新一轮涨价潮来袭。供给侧产能的缺口叠加AI等需求增长，半导体释放价格周期上行信号，代工价格、存储芯片、模拟芯片纷纷开启涨价计划。开源证券主要观点如下：晶圆厂：稼动率维持高位，中芯国际率先将对部分产品涨价10%11月台积电计划将逐步退出成熟制程产能，供给侧出现缺口。此外由于5G、人工智能和新能源等行业快速增长拉动了成熟制程的刚性需求，...

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开源证券：半导体释放涨价信号 晶圆厂、存储、模拟有望进入价格上行期

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开源证券：半导体释放涨价信号晶圆厂、存储、模拟有望进入价格上行期