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Wafer Foundry Market

Stay informed on global wafer foundry market trends, analyze capacity and pricing trends of major foundries such as TSMC and UMC, to support investment decisions.

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Semiconductor Market 2026-08-06 96

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。

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Semiconductor Market 2026-07-31 121

成熟製程警訊！8吋晶圓代工掀價格戰，半導體景氣分化加劇

根據最新市場報告，2026年第二季全球晶圓代工市場出現明顯分歧：先進製程供不應求，成熟製程卻因庫存高企與中國產能擴張而陷入價格戰。本文深入剖析8吋晶圓代工降價背後的供需結構變化，探討對半導體產業鏈及投資策略的深遠影響。

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  191. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/session/Store.php ( 7.12 KB )
  192. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-multi-app/src/MultiApp.php ( 7.06 KB )
  193. /www/wwwroot/cjgpcs.cn/app/home/middleware.php ( 0.12 KB )
  194. /www/wwwroot/cjgpcs.cn/app/home/lang/zh-cn.php ( 3.01 KB )
  195. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/middleware/LoadLangPack.php ( 3.50 KB )
  196. /www/wwwroot/cjgpcs.cn/app/middleware/SubsiteLangPack.php ( 5.26 KB )
  197. /www/wwwroot/cjgpcs.cn/app/common/lang/0/en.php ( 45.79 KB )
  198. /www/wwwroot/cjgpcs.cn/app/home/lang/40/en.php ( 16.24 KB )
  199. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Route.php ( 23.73 KB )
  200. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/RuleName.php ( 5.74 KB )
  201. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Domain.php ( 2.53 KB )
  202. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/RuleGroup.php ( 22.41 KB )
  203. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Rule.php ( 27.49 KB )
  204. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/RuleItem.php ( 9.78 KB )
  205. /www/wwwroot/cjgpcs.cn/app/home/route/router.php ( 12.36 KB )
  206. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/facade/Route.php ( 4.70 KB )
  207. /www/wwwroot/cjgpcs.cn/app/common/model/Route.php ( 3.01 KB )
  208. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-helper/src/Collection.php ( 16.47 KB )
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  210. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Dispatch.php ( 11.32 KB )
  211. /www/wwwroot/cjgpcs.cn/app/home/controller/Article.php ( 0.18 KB )
  212. /www/wwwroot/cjgpcs.cn/app/home/controller/Document.php ( 101.72 KB )
  213. /www/wwwroot/cjgpcs.cn/app/home/controller/Home.php ( 21.11 KB )
  214. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-template/src/Template.php ( 46.61 KB )
  215. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-template/src/template/driver/File.php ( 2.41 KB )
  216. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-template/src/template/contract/DriverInterface.php ( 0.86 KB )
  217. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/db/Raw.php ( 1.30 KB )
  218. /www/wwwroot/cjgpcs.cn/app/common/model/Member.php ( 16.79 KB )
  219. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/facade/Session.php ( 1.79 KB )
  220. /www/wwwroot/cjgpcs.cn/app/common/paginator/Normal.php ( 0.11 KB )
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  222. /www/wwwroot/cjgpcs.cn/runtime/home/setmain/tmpl/7603120bc8718b7499550956f9938000.php ( 32.35 KB )
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  1. CONNECT:[ UseTime:0.001105s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.002839s ]
  3. SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.000661s ]
  4. SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.005649s ]
  5. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001310s ]
  6. SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.006375s ]
  7. SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setmain' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.001147s ]
  8. SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.007613s ]
  9. SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 40 AND ( ( LOWER(name) = 'en' ) OR `subtag` = 'en' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.002430s ]
  10. SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.006081s ]
  11. SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.001940s ]
  12. SHOW FULL COLUMNS FROM `g3ys_tags` [ RunTime:0.002442s ]
  13. SELECT * FROM `g3ys_tags` WHERE `name` = 'wafer-foundry' AND `status` = 1 AND `subsite_id` IN (0,40) ORDER BY FIELD(subsite_id,40,0) LIMIT 1 [ RunTime:0.000822s ]
  14. SHOW FULL COLUMNS FROM `g3ys_tags_lang` [ RunTime:0.001915s ]
  15. SELECT * FROM `g3ys_tags_lang` WHERE `tags_id` = 478 AND `subsite_id` = 40 AND `lang` = 'en' [ RunTime:0.000960s ]
  16. SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.004081s ]
  17. SELECT COUNT(*) AS think_count FROM `g3ys_document` WHERE `subsite_id` IN (0,40) AND `status` = '1' AND `model_id` = 2 AND ( FIND_IN_SET('478', tags) ) [ RunTime:0.003869s ]
  18. SELECT `id`,`name`,`title`,`description`,`pic`,`category_id`,`create_time`,`document_type` FROM `g3ys_document` WHERE `subsite_id` IN (0,40) AND `status` = '1' AND `model_id` = 2 AND ( FIND_IN_SET('478', tags) ) ORDER BY `sort` DESC,`id` DESC LIMIT 0,10 [ RunTime:0.004707s ]
  19. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001046s ]
  20. SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.002733s ]
  21. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-full' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.000831s ]
  22. SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.002650s ]
  23. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '40' AND `ad_location_id` = '83' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1790489484 ) AND ( `end_time` = 0 OR `end_time` >= 1790489484 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001008s ]
  24. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.002657s ]
  25. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 83 AND `subsite_id` = '40' AND `lang` = 'en' [ RunTime:0.001464s ]
  26. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.002448s ]
  27. SHOW TABLES LIKE 'g3ys_category_lang' [ RunTime:0.002470s ]
  28. SHOW FULL COLUMNS FROM `g3ys_category_lang` [ RunTime:0.002141s ]
  29. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '40' AND `category_id` = '1664' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000889s ]
  30. SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.002363s ]
  31. SELECT * FROM `g3ys_total` WHERE `target_id` = '6225' LIMIT 1 [ RunTime:0.000705s ]
  32. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000714s ]
  33. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000838s ]
  34. SELECT * FROM `g3ys_total` WHERE `target_id` = '6005' LIMIT 1 [ RunTime:0.000685s ]
  35. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000726s ]
  36. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000666s ]
  37. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-right' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.000811s ]
  38. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '40' AND `ad_location_id` = '84' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1790489484 ) AND ( `end_time` = 0 OR `end_time` >= 1790489484 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.000895s ]
  39. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 84 AND `subsite_id` = '40' AND `lang` = 'en' [ RunTime:0.000675s ]
  40. SELECT * FROM `g3ys_tags` WHERE `subsite_id` = 40 AND `status` = 1 ORDER BY `sort` DESC,`id` DESC LIMIT 15 [ RunTime:0.002212s ]
  41. SELECT * FROM `g3ys_tags_lang` WHERE `tags_id` IN (517,515,513,511,509,507,506,505,504,503,502,501,500,499,498) AND `subsite_id` = 40 AND `lang` = 'en' [ RunTime:0.001444s ]
  42. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000918s ]
  43. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000734s ]
  44. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000805s ]
0.478375s