SemiAnalysis@SemiAnalysis_ · XAI 摘要
硅片制造商平均售价正在回升。 多年来，AI对硅片市场的影响微乎其微。 用于先进芯片的外延片供需平衡趋紧的速度快于预期。我们的模型预测先进逻辑芯片（7纳米及以下）的硅片需求将在明年迎来拐点，到2028年达到近每月100万片，约占300毫米等效总需求的10%。 主要硅片制造商环球晶圆、SUMCO、信越化学和世创电子，将受益于AI基础设施周期。（1/5）🧵
Wafer Maker ASPs are turning.
For years， AI's impact on silicon wafer market was a rounding error. Epitaxial wafers used for leading edge chips are tightening supply-demand balance quicker than expected. Our Models estimate leading edge logic （7nm and below） wafer demand inflecting next year， reaching nearly 1M wpm in CY28， around 10% of total 300mm equivalent demand.
Major wafer makers GlobalWafers， SUMCO， Shin-Etsu and Siltronics， should benefit from the AI infrastructure cycle. （1/5） 🧵