矽晶圓今年缺口恐擴大達4%
Date: 2018-01-30
News Type:
半導體矽晶圓今年供需缺口恐將擴大，今年12吋矽晶圓缺口可能達3%至4%，明年也將持續供不應求，預期到2020年將可供需平衡。
台積電上周法人說明會中證實今年矽晶圓將持續缺貨，財務長何麗梅表示，今年矽晶圓漲價是必然，重要的是要能拿到原料，估計影響毛利率情況將由去年的0.2個百分點，擴大到今年的0.5至1個百分點。
今年12吋矽晶圓需求可望增加超過5%，供給方面，因設備交期至少需要1年以上，產能增加速度緩慢，恐將影響供需缺口自去年的1.5%至2%，進一步擴大到今年的3%至4%水平。
隨著供需缺口擴大，今年12吋矽晶圓價格可望延續逐季攀高走勢；明年將持續供不應求，不過，缺口應可縮小，至2020年將轉為供需平衡。 (新聞來源: 中央社)
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