三星、SK海力士傳評估中微設備：中國半導體設備「出海」大門裂開一道縫
路透社報導三星電子與SK海力士正評估中國中微半導體的芯片製造設備，考慮用於其在中國的工廠，以因應美國出口管制收緊風險。與此同時，中微公司上半年淨利潤預增逾2.8倍，營收達66.91億元。本篇文章深入解析國產半導體設備從「內循環替代」走向「外循環出海」的邏輯重估，探討出口管制如何重塑全球芯片設備競爭格局與投資機會。
2026-08-07三星晶圓代工迎關鍵轉折：下半年產能拚滿載，HBM4與2奈米雙引擎能否撼動台積電霸權？
三星晶圓代工迎來關鍵轉折！受HBM4基礎裸晶量產、美國客戶訂單回流與自家Exynos出貨增加帶動，三星代工產能利用率下半年可望逼近滿載，6月更創2023年以來首見單月獲利。本文深入解析三星2奈米良率攻關、博通2,000億美元大單布局，以及這場先進製程競賽對全球半導體版圖與投資邏輯的深遠影響。
2026-08-06矽晶圓漲價風暴來襲！信越化學領漲，半導體材料景氣週期全面啟動
2026年8月，全球矽晶圓龍頭信越化學宣布調漲下半年12吋矽晶圓合約價約10%，SUMCO等大廠跟進，標誌著半導體材料市場正式走出庫存陰霾。AI晶片與先進製程需求爆發，帶動矽晶圓、光刻膠、電子特氣等關鍵材料全面漲價，半導體產業景氣循環再次啟動。本文深入分析漲價背景、產業影響及投資機會。
2026-08-05SiC Capacity Race Heats Up: Wolfspeed Secures Massive Subsidies to Expand, Reshaping the Global SiC Landscape
Global SiC market competition enters a critical phase. US leader Wolfspeed secured massive government subsidies to accelerate large-diameter wafer capacity expansion, intensifying the race with European and Chinese rivals and signaling a supply chain reshuffle for automotive and industrial-grade SiC devices. This article analyzes the industrial logic, supply-demand shifts, and profound impact on semiconductor investment.
2026-08-042奈米製程量產戰開打！台積電續保先進製程領先 全球半導體進入新競局
2026年8月，台積電正式宣布2奈米製程進入量產，象徵半導體先進製程競賽進入新里程。本文深入剖析台積電2奈米技術優勢、主要對手三星與英特爾的追趕策略，以及這項突破對全球半導體供應鏈、設備材料業與投資市場的深遠影響。在半導體景氣循環與AI需求雙重推動下，先進製程將如何引領產業下一波成長？
2026-08-01Mature process alert! 8-inch wafer foundries trigger price war; semiconductor cycle divergence intensifies
According to the latest market report, the global wafer foundry market showed a clear divergence in Q2 2026: advanced processes face supply shortages, while mature processes are mired in a price war due to high inventories and China's capacity expansion. This article analyzes the supply-demand structural changes behind 8-inch wafer foundry price cuts and their implications for the semiconductor supply chain and investment strategies.
2026-07-31The memory chip market is booming: DRAM/NAND contract prices rise for three consecutive quarters, industry cycle reversal confirmed
In Q3 2026, memory chip contract price increases exceeded expectations, with DRAM up 8% QoQ and NAND up 10% QoQ. Industry supply-demand structure improved, inventories normalized. Analysts are optimistic about the peak demand season in H2, as the memory chip cycle officially enters an upswing, with strong performance from related stocks.
2026-07-30Global Semiconductor Equipment Shipments Hit Record High Again, Surge in Chinese Market Drives Growth
In Q2 2026, global semiconductor equipment shipments reached $322.3 billion, up 21.5% year-over-year, hitting a record high for the fifth consecutive quarter. Due to active expansion of mature process capacity, China's market share of shipments exceeded 45%, becoming the main growth engine. This article provides in-depth analysis of equipment market momentum, order trends of major vendors, and the outlook for the second half of the year.
2026-07-29Automotive chip demand rebounds, recovery signals emerge
With the acceleration of automotive intelligence and electrification, automotive chip demand has rebounded significantly since Q2 2026, driving a new wave of growth momentum in the global semiconductor market. This article provides an in-depth analysis of automotive chip supply-demand changes, major players' dynamics, and supply chain impacts, offering professional insights for investors.
2026-07-28AI chip demand surges; CoWoS packaging capacity strained; semiconductor supply chain faces new changes
As AI applications spread rapidly, AI chip demand keeps rising; advanced packaging, especially CoWoS, is in short supply. This article analyzes global semiconductor packaging/testing capacity, major vendors' expansion plans, and market opportunities, revealing new industry trends for investors.
2026-07-26
