Hauv kev lag luam semiconductor thiab ntim khoom,Wafer Jarsyog cov thawv tshwj xeeb siv rau kev thauj mus los nyab xeeb thiab khaws cia ntawm silicon wafers. Raws li lub Peb Hlis 2026, cov xov xwm tseem ceeb nyob ib puag ncig lawv hais txog kev nce siab loj hauv kev tsim khoom thiab kev hloov pauv ntawm wafer - qib ntim
Kev Txhim Kho Kev Lag Luam Tseem Ceeb (Lub Peb Hlis 2026)
Wafer Capacity Surge:Kev lag luam thoob ntiaj teb semiconductor tab tom nkag mus rau "lub xyoo watershed." Cov ntawv ceeb toom qhia a14% nce hauv 8-nti wafer fab muaj peev xwmtxog xyoo 2026, nce mus txog keeb kwm siab ntawm 7.7 lab wafers ib hlis. Qhov no yog tsav los ntawm qhov kev thov loj heev rau Kev Tswj Xyuas Hluav Taws Xob ICs (PMICs) thiab cov khoom siv hluav taws xob rau tsheb fais fab.
Lub 2nm Milestone:TSMC tab tom taug kev los txhim kho nws 2nm ntau lawm kom ze100,000 wafers ib hlisXyoo 2026. Qhov kev hloov mus rau cov nodes siab heev yog nce qhov kev thov rau siab -purity, ultra- huv wafer jars thiab tuav cov cuab yeej los tiv thaiv kev sib kis thaum lub sij hawm hloov mus rau GAA (Gate-Txhua- Nyob ib ncig ntawm) transistors.
Strategic Expansion hauv Teb Chaws Asmeskas: GlobalWaferstsis ntev los no tshaj tawm Phase 2 ntawm nws qhov chaw 300mm wafer ntau lawm hauv Sherman, Texas. Qhov chaw no yog thawj zaug wafer fab tsim nyob rau hauv Teb Chaws Asmeskas nyob rau hauv ntau tshaj 20 xyoo, taw qhia ib tug hloov nyob rau hauv qhov chaw wafer cia thiab shipping logistics (xws li wafer hub) yog nyob rau hauv lub center.
Kev Kho Tus Nqi:Tuam Tshoj wafer manufacturers (xws li Longi thiab TCL Zhonghuan) nyuam qhuav siv a12% tus nqi ncentawm n- hom wafers. Qhov kev sib koom ua ke no yog txhawm rau txhim kho kev lag luam uas tau ntsib ob xyoos ntawm kev xa khoom ntau dhau -tsav deflation