从GPU到CPU！台积电扩产、海外双巨头涨价，全球芯片供需持续紧绷

每日经济新闻04-22

台积电表示，芯片需求将持续保持强劲，预计2026年资本支出将达520亿至560亿美元区间的高位，以美元计的全年营收增幅将超30%。此外，Intel和AMD已通知客户，将全系列服务器CPU上调价格，交货周期显著延长。2月以来CPU普遍涨幅在10-15%。AMD多次强调26年CPU已全面售罄，未来3-5年内数据中心业务年增长率或超60%，短期内需求没有任何放缓或停止的迹象。　　受此消息催化，...

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href=http://finance.eastmoney.com/a/202604223714313656.html><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>台积电表示，芯片需求将持续保持强劲，预计2026年资本支出将达520亿至560亿美元区间的高位，以美元计的全年营收增幅将超30%。此外，Intel和AMD已通知客户，将全系列服务器CPU上调价格，交货周期显著延长。2月以来CPU普遍涨幅在10-15%。AMD多次强调26年CPU已全面售罄，未来3-5年内数据中心业务年增长率或超60%，短期内需求没有任何放缓或停止的迹象。　　受此消息催化，科创芯片...</p>\n\n<a 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Global chip supply and demand continue to be tight as TSMC expands production and overseas twin giants raise prices","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/0d31d44d7a6756dde1a8902a56c25b26","symbols_score_info":{"588290":1.89,"TSMU":0.6,"03145":0.6,"STSM":0.6,"TSMG":0.6,"AMD":1.87,"TSMZ":0.6,"INTC":1.85,"TSMY":0.6,"TSMX":0.6,"04335":1.85,"TSM":1.91},"content_text":"台积电表示，芯片需求将持续保持强劲，预计2026年资本支出将达520亿至560亿美元区间的高位，以美元计的全年营收增幅将超30%。此外，Intel和AMD已通知客户，将全系列服务器CPU上调价格，交货周期显著延长。2月以来CPU普遍涨幅在10-15%。AMD多次强调26年CPU已全面售罄，未来3-5年内数据中心业务年增长率或超60%，短期内需求没有任何放缓或停止的迹象。　　受此消息催化，科创芯片ETF（588290）今日上涨2.37%。重仓股中，寒武纪-U上涨0.53%、海光信息上涨2.63%、中芯国际上涨0.38%。截止上个交易日数据，该基金15日累计涨幅18.09%，动能强劲。该ETF的管理费仅为0.15%，托管费0.05%，是全市场跟踪同一指数中费率最低的产品。对于长期投资者而言，低费率意味着更多的收益留存，成本优势显著。　　全球芯片产业链正面临结构性变革，存储芯片短缺持续加剧，美光科技等企业预测紧缺状况将延续至2026年后，HBM存储芯片年增长率预计超40%。　　存储芯片价格持续上涨，行业产值创历史新高，2026年存储器产值预计同比激增134%，三星电子已在第一季度将NAND闪存价格上调超100%，且涨价势头预计延续。DRAM和NAND Flash的价格涨跌幅区间为5.95%-63.43%，存储涨价效应从AI扩散到其他领域，在供给持续收缩趋势下，存储价格涨势仍将持续。　　从具体芯片类型来看，HBM与高端DRAM成为存储厂商盈利增长核心。SK海力士HBM销售额同比增长逾一倍，驱动整体业绩创新高；三星电子HBM4芯片已通过英伟达、AMD认证，将于1Q26开始交付。HBM作为AI服务器的核心配套器件，成为头部厂商的业绩增长支柱，AI相关DRAM与NAND产品销量有望持续扩大。　　目前，中国正积极应对这一趋势，深圳市发布人工智能服务器产业链发展计划，明确支持存储芯片研发及先进封装技术攻关，构建适配大模型训练的高端存储供应体系。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2629043535","isCrawlerRequest":true}