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VIS：代工产能持续满载，明年晶圆涨价幅度不低于2026年
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VIS：代工产能持续满载，明年晶圆涨价幅度不低于2026年
发布时间：2026-08-06 10:10:03
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VIS：代工产能持续满载，明年晶圆涨价幅度不低于2026年
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<article><section data-type="rtext"><p>【环球网科技综合报道】8月6日消息，据biggo报道，特色工艺晶圆代工企业世界先进召开 2026 年第二季度财报法人说明会，企业管理层披露生产经营、产能建设及行业价格走势相关情况，释放半导体产业需求复苏积极信号。</p><p><i class="pic-con"></p><p>产能利用层面，企业产能利用率呈现持续上行态势，供需格局不断改善。2026 年一季度产能利用率超 80%，二季度逼近 90%；按照保守预估，三季度产能利用率维持 90% 左右，四季度将在此基础上继续提升。产销数据同步向好，预计三季度晶圆出货规模环比增长 1% 至 3%，产品平均单价环比提升 2% 至 4%。结合市场供需现状，企业预判 2027 年芯片代工合同价格上调幅度将不低于 2026 年，行业代工价格上行趋势延续。</p> <adv-loader __attr__inner="7004636" __attr__style="width: auto;position: relative;float: left;border: 1px solid #ebebeb; padding: 20px;overflow: hidden;margin: 10px 30px 40px 0;"></adv-loader> <p>产能布局方面，企业持续深耕成熟制程赛道，是业内为数不多持续加码 8 英寸产线投资的厂商。同时，海外 12 英寸晶圆制造项目建设进度超预期，坐落于新加坡的合资 12 英寸晶圆厂 VSMC ***于 2027 年第一季度投产，工厂满产推进速度优于此前规划。受年内制程升级改造工程影响，企业全年晶圆出货量预计小幅收缩 4%，短期出货调整服务长期工艺竞争力提升。</p><p>人工智能相关芯片业务成为拉动增长的新动能，产业升级红利持续释放。AI 产品营收占比实现阶梯式攀升，上半年营收占比仅为个位数，下半年跃升至双位数区间，全年 AI 业务营收占比有望达到 10% 及以上，相较去年份额接近翻倍。企业判断，2027 年人工智能相关业务将持续扩容，无论是绝对营收规模还是整体营收占比，均会实现进一步增长。（纯钧）</p></section><img src='/image/160240-0' 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