
一 | 8月25日消息,据报道,涵盖6英寸、8英寸、12英寸的全系列硅晶圆产品近日迎来价格上调,涨幅一成起跳。这是自2021至2022年缺芯潮之后,硅晶圆行业时隔三年首次出现实质性全尺寸涨价。 US Democratic House Rep. Ilhan Omar ended up being booed at a concert in Minnesota, the very state whose 5th congressional district she currently represents.,The concert, featuring Somali singer Suldaan Seeraar, was held at the Target Center in Minneapolis on Saturday, July 2, during an annual event called Somali Week that celebrates the independence of Somalia.,As Omar went up on stage to present an award to the singer, the audience started booing her.,A video of the incident, where some members of the audience can be heard shouting “Get the f*ck out of here!” has since been uploaded on social media.,Ilhan Omar got booed onstage at a concert featuring Somali singer Soldaan Seraar in Minnesota last night.People in the crowd chanted "Get out!" & shouted "Get the f*ck out of here!". pic.twitter.com/sggii7h6sO— Leftism (@LeftismForU) July 3, 2022,Omar also tweeted a 14-second clip of her walking up on stage. The said video, however, did not feature the part where she got booed, and quite a few social media users seemed eager to point that out to her.,It was an honor to welcome you to our incredible city. pic.twitter.com/mM77ZLVCYo— Ilhan Omar (@IlhanMN) July 3, 2022,According to Newsweek, while it wasn’t immediately clear exactly why the “mostly Somali” crowd at the event reacted that way to Omar’s appearance, some people suggested that it may have had something to do with her “support for abortion and LGBTQ rights.”,India Slams Ilhan Omar for 'Violating' Sovereignty Over Visit to Pakistan-Administered Kashmir21 April, 12:45 GMT,For example, the media outlet notes that Somali refugee and US Army veteran Shukri Abdirahman, who is currently running for Omar’s congressional district, stated in a tweet related to the incident in question: “This's what she gets for trading her Godly, Conservative values for the sinful LGBTQIA's & the promiscuous abortionists.”,Also, during her appearance at the Gun Violence Community Conversation at North High in Minneapolis last week, Omar suggested that, in terms of violence, Minnesota may be worse than the Somali refugee camp she lived in as a kid.。

二 | 此前的长协合同将价格锁在底部,随着2026年长协陆续到期,硅晶圆厂商终于打破价格枷锁。硅晶圆大厂台胜科透露,目前8英寸及12英寸产线均满载生产,近期8英寸市场需求明显增加。

三 | 这一轮需求回暖并非偶然,最大的增量来自AI算力爆发。据日本硅晶圆巨头SUMCO测算,AI服务器对12英寸硅片的需求量是通用型服务器的3.8倍,而HBM对12英寸硅片的消耗是主流DRAM的3倍。

四 | SUMCO预计,2026年AI相关应用对先进制程硅片的月需求将突破100万片,占全球12英寸硅片总需求的比例超过10%。与此同时,车用电子、工控及功率半导体等应用需求改善,也为中小尺寸硅晶圆提供了额外支撑。 供给端方面,全球硅晶圆市场高度集中,信越化学、SUMCO、环球晶等少数巨头占据主导地位。硅晶圆扩产周期漫长,从设备采购到产能爬坡需18至24个月。

五 | 在2024至2025年的行业低谷期,主要制造商大幅削减资本支出,短期新增产能难以快速上线。

六 | 中国台湾三大硅晶圆供应商已释放明确涨价信号。环球晶表示,近期终端市场需求逐步改善,产业链库存调整较过去健康。台胜科已开始与客户沟通价格调整机制,看好下半年营运优于上半年。合晶也确认正积极与客户洽谈报价调整,目前市场供不应求。
SEMI数据显示,2025年全球半导体材料市场收入达732亿美元,同比增长6.8%,其中晶圆制造材料收入458亿美元。
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