TrendForce：2025年全球前十大晶圆代工厂合计产值年增26.3%，达1695亿美元

智通财经03-12

2025年先进制程持续受惠于AI Server GPU、Google TPU供不应求，加上智能手机新品驱动手机主芯片投片，出货表现亮眼。根据TrendForce集邦咨询最新晶圆代工产业研究，2025年第四季先进制程持续受惠于AI Server GPU、Google TPU供不应求，加上智能手机新品驱动手机主芯片投片，出货表现亮眼。成熟制程部分，Server、Edge AI的电源管理订单维持八英寸...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202603121541139549fdf2&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年先进制程持续受惠于AI Server GPU、Google TPU供不应求，加上智能手机新品驱动手机主芯片投片，出货表现亮眼。根据TrendForce集邦咨询最新晶圆代工产业研究，2025年第四季先进制程持续受惠于AI Server GPU、Google TPU供不应求，加上智能手机新品驱动手机主芯片投片，出货表现亮眼。成熟制程部分，Server、Edge AI的电源管理订单维持八英寸...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202603121541139549fdf2&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2125154935.USD","symbol_name":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) 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AI的电源管理订单维持八英寸高产能利用率，甚至酝酿涨价，加上十二英寸产能利用率大致持平，推升该季度全球前十大晶圆代工厂合计产值季增2.6%，达到约463亿美元。2025全年前十大晶圆代工业者合计产值为1,695亿美元左右，年增26.3%，创下新高。展望2026年，即便上半年有部分消费性产品提前备货，将稳定产能利用率，不过因存储器价格高涨导致主流终端出货承压、需求下降的阴霾笼罩，下半年订单与产能利用率仍有隐忧。主要代工业者表现2025年第四季TSMC(台积电)晶圆出货量虽略减，但以iPhone 17为主的手机旗舰AP新品出货量推升3nm晶圆出货，整体平均销售价格(ASP)提高，季度营收因此成长2%至337亿美元，助TSMC以70.4%的市占维持第一。Samsung(三星)Samsung Foundry(三星代工，排除System LSI)2025年第四季因2nm新品出货贡献营收，且自家HBM4使用的logic die晶圆亦开始产出，淡化整体产能利用率略降的不利因素，营收季增6.7%，近34亿美元，不仅正式转亏为盈，市占也从6.8%微幅升至7.1%，居第二名。营收第三名为SMIC(中芯国际)，持续受惠于本土化红利，2025年第四季营收季增4.5%，上升至近24.9亿美元，动能来自总晶圆出货增加、ASP略增，以及当年底的光罩出货增量。电2025年第四季八英寸、十二英寸皆有大客户维持稳定订单动能，产能利用率持平前一季，营收季增0.9%，约为20亿美元，市占维持第四。第五名GlobalFoundries(格芯)因数据中心周边零部件需求增加而晶圆出货、ASP皆成长，2025年第四季营收季增8.4%，为18亿美元。HuaHong Group(华虹集团)第六名为HuaHong Group(华虹集团)，旗下HHGrace(华虹宏力) 2025年第四季营收由MCU、PMIC需求驱动，季增3.9%，合并HLMC(上海华力)营收后，HuaHong Group营收近12.2亿美元，季增0.1%。Tower(高塔半导体)值得注意的是，2025年第四季硅光子(SiPho)、硅锗(SiGe)等Server相关利基新型应用出货稳健成长，助Tower(高塔半导体)营收季增11.1%、上升至4.4亿美元，市占排名前进至第七名，超越Vanguard(世界先进)与Nexchip(合肥晶合)。Vanguard(世界先进)Vanguard 2025年第四季则因DDIC订单转淡、PMIC主要客户跨厂验证问题影响出货，营收季减1.6%至4.06亿美元，排第八名。Nexchip(合肥晶合)第九名Nexchip 2025年第四季营收季减5.3%，为3.88亿美元，主因是考量已达成2025年出货与营收目标，延后部分产品至2026年第一季出货。PSMC(力积电)PSMC(力积电，仅含存储器、逻辑晶圆代工营收)2025年第四季因存储器代工需求强劲、ASP提升，且逻辑晶圆代工业务大致平稳，营收季增2%，约3.7亿美元，排名第十。编辑/doris","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,"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; 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