晶圆厂营收大增

电子时代2025-12-29

详情请登录www.cpcashow.comCounterpoint Research于2025年12月发布报告称，2025年第三季度（7月至9月)全球晶圆代工2.0市场规模将达到848亿美元，同比增长17%。全球人工智能的蓬勃发展带动了对GPU及其他组件的需求增长，进而推动了台积电和日月光等厂商的强劲销售，并最终扩大了整个行业的市场规模。Counterpoint Research对“Foundry...

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IDM、OSAT（外包半导体组装和测试)公司以及光掩模供应商。根据调查结果，台积电2025年第三季度的销售额预计将比去年同期增长41%。这主要得益于苹果智能手机3nm工艺产品的增产，以及面向NVIDIA、AMD和博通等AI加速器客户的4nm、5nm工艺产品的全面量产。然而，一些人认为，这种全面量产的情况可能会限制第四季度的产量。除台积电外，其他所有专用晶圆代工厂第三季度销售额同比增长仅为6%，而受国内政策支持，中国晶圆代工厂的销售额则增长了 12%。非存储型集成电路设备同比增长4%，标志着库存调整周期的结束。其中，德州仪器（TI)的增幅尤为显著，达到14%。OSAT（外包半导体组装和测试)公司也继续保持良好业绩，2025年第三季度销售额较去年同期增长10%。这主要得益于日月光半导体SPIL的强劲表现，其销售额因满足了市场对AI GPU和AI ASIC的需求而大幅增长。预计产能的显著提升也将在2026年为该公司带来收益。该公司还公布了2025年全年业绩预测，预计代工2.0业务整体销售额将同比增长约15%。专用代工市场预计将同比增长26%。人工智能GPU和人工智能ASIC的需求预计在短期内将保持旺盛。然而，由于产能限制，台积电第四季度的销售额可能不如以往强劲。（半导体新闻综合）记得把您的赞和在看留给我哦~","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":"","news_rank":0,"symbols":[],"gpt_button":0,"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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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