机构：2Q26晶圆代工营收接近534.9亿美元，先进制程与AI需求持续强劲

智通财经09-09 15:24

【机构：2Q26晶圆代工营收接近534.9亿美元，先进制程与AI需求持续强劲】 根据TrendForce集邦咨询最新晶圆代工产业研究，2026年第二季全球前十大晶圆代工厂合计产值季增11.5%，已接近534.9亿美元，再创新高。成长动能除了AI HPC主芯片等先进制程持续供不应求，PMIC/Power Discrete等AI周边IC需求同步增长，加上电视、PC/笔记本等消费性供应链提前备货效应延续，带动部分成熟制程产能转趋吃紧。

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