台积电大扩产滤网材料意外将掀起缺货涨价潮

电子产品世界03-10

随着全球半导体制程推进至2纳米以下世代，晶圆厂对洁净室环境要求不断拉升，气态分子污染物（AMC）解决方案需求快速攀升，包括滤能、钰祥与来自瑞典的康法（Camfil）等大厂，在产业扩产潮与先进制程快速推进，主力客户皆为台积电带动下，近年罕见出现供应吃紧，甚至酝酿新一波涨价。先进制程线宽线径愈来愈窄，AMC对于制程良率的影响持续增加。因先进制程对于AMC微污染十分敏感，当制程持续演进，对AMC控制有...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310110518a6b40880&s=b><strong>电子产品世界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着全球半导体制程推进至2纳米以下世代，晶圆厂对洁净室环境要求不断拉升，气态分子污染物（AMC）解决方案需求快速攀升，包括滤能、钰祥与来自瑞典的康法（Camfil）等大厂，在产业扩产潮与先进制程快速推进，主力客户皆为台积电带动下，近年罕见出现供应吃紧，甚至酝酿新一波涨价。先进制程线宽线径愈来愈窄，AMC对于制程良率的影响持续增加。 因先进制程对于AMC微污染十分敏感，当制程持续演进，对AMC控制有...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310110518a6b40880&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":"LU0384037296.USD","symbol_name":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) 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increase","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSMX":0.6,"TSMU":0.6,"STSM":0.6,"TSMY":0.6,"TSMG":0.6,"TSM":1.95,"03145":0.6,"TSMZ":0.6},"content_text":"随着全球半导体制程推进至2纳米以下世代，晶圆厂对洁净室环境要求不断拉升，气态分子污染物（AMC）解决方案需求快速攀升，包括滤能、钰祥与来自瑞典的康法（Camfil）等大厂，在产业扩产潮与先进制程快速推进，主力客户皆为台积电带动下，近年罕见出现供应吃紧，甚至酝酿新一波涨价。先进制程线宽线径愈来愈窄，AMC对于制程良率的影响持续增加。 因先进制程对于AMC微污染十分敏感，当制程持续演进，对AMC控制有更多的需求。据了解，AMC气体分子直径约在0.3~1.5纳米，在5纳米制程下，大约只要5~17个气体分子，便可占满5纳米线宽，造成不良率上升。据调研机构IC Insight估计，单以ASP约逾9,000美元的7纳米来看，每片12寸晶圆若提高1%不良率，即会造成该片晶圆增加93美元的极大损失，对于ASP飙上2万、3万美元以上的3、2纳米制程，冲击更加巨大。据了解，半导体制程25纳米以上，多数为（PlanarFET）平面结构方式，三星电子（Samsung Electronics）和台积电的7、5纳米制程，都是使用FinFET立体架构。 而今微缩制程3、2纳米以下，已面临新的物理极限，大厂改用新的结构，也就是GAA架构，对于AMC微污染将更加敏感。也因此，晶圆代工等半导体厂房多方场域皆大量使用到滤网，让钰祥、滤能及康法等在全球半导体供应链中重要性不断提升，AMC滤网已从过去的耗材角色，升级为影响晶圆厂扩产与工程交期的重要零组件。这些相关业者近年皆获半导体产业集团入股，避免滤网缺货影响接单与生产。其中，成立于1987年的钰祥，从代理外国滤网产品起家，之后转型投入研发与制造，建立自有品牌与产线，在台南善化、柳营皆有设厂，并由汉民代理销售，稳定入列台积、美光（Micron）供应链，号称在半导体产业及5纳米以下先进制程市占最高，备受关注的是，也获向来投资、购并眼光精准的中美晶董事长徐秀兰青睐，获集团策略投资入股。滤能成立于2014年，创办人暨董事长黄铭文曾为台积电AMC微污染防治计划主持人，成立初期即以半导体无尘室市场为核心。不过，2025年因应产品服务全面升级，进行资产与财务调整，因此陷入亏损，然随着体质调整完成，获利仍稳健，近期也持续开发新技术，包括表面反应单元模组（SPR）与再生AMC滤网，目前已在客户端进行测试。滤能同样也获圣晖集团投资入股，圣晖虽取得约15%股权跃居大股东，但并未进入董事会，给予滤能自主空间。 据了解，圣晖投资是为了确保滤网供应稳定。业者表示，在半导体滤网市场中，例如汉唐、亚翔、洋基工程、圣晖等各厂务工程大厂通常与不同供货商合作，其实大家主要的客户群差不多，近年面临台积加速扩产，滤网需求急速增加，但各家供货商产能有限，包括滤能、钰祥与康法等扩产计画完全跟不上，皆不能完全满足台积需求。这也是圣晖入股滤能的关键所在，若能掌握固定货源，在市场缺货时便能确保工程交期，甚至比竞争对手提前交付设备。半导体业者进一步指出，AMC滤网市场长期被视为竞争激烈的“红海”，技术门槛不低，但竞争厂家不少，因此价格压力一直存在。但随晶圆厂持续扩建，光是台积电一家的新厂建置计划就超乎预期，需求急增下，供应链出现供不应求。 特别是先进制程使用的高阶化学滤网，产能更为有限。滤网价格也开始出现调整，业者表示，滤网产品通常1年订价1次，2026年价格已确立，2027年则确定将上调，涨幅将依产品等级而定。高阶滤网因技术要求与材料成本较高，调整幅度将较大，预期随着先进制程持续推进与扩产，滤网需求仍将成长，价格上涨趋势将延续数年。滤网需求并不仅来自晶圆厂，另包括封测厂、电子业产线、数据中心以及大型空调机电系统，皆需要使用洁净空气滤网。 因此，厂务工程业者必须确保供应链稳定，避免因滤网短缺导致工程交付延误。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","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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台积电大扩产 滤网材料意外将掀起缺货涨价潮

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台积电大扩产滤网材料意外将掀起缺货涨价潮