# PSMC 上调 EMIB SiCap 产能至 8-10K wpm

- 来源：SemiAnalysis (@SemiAnalysis_)
- 发布时间：2026-08-31 21:01
- AIHOT 分数：28
- AIHOT 链接：https://aihot.virxact.com/items/cmth9kmtl07jprodmrtg2uebd
- 原文链接：https://x.com/SemiAnalysis_/status/2094410363739533327

## AI 摘要

PSMC 作为 EMIB SiCap 合格供应商，将 12 英寸 SiCap 产能计划由 2026 年底的 3K wpm 上调至 2027 年下半年的 8-10K wpm，产线基于成熟 DRAM 工艺并已就位。目前 8 英寸 SiCap 月出货 1-2K wpm，目标提升至 5K。SemiAnalysis 铸造行业模型已更新 2Q26 实际数据与 3Q26 展望。

## 正文

PSMC is the qualified supplier of EMIB's SiCap.
Its 12" SiCap capacity plan has been revised upward from 3K wpm by end-2026 to 8-10K wpm in 2H27, with capacity already in place. The line is built on a mature DRAM process and targets EMIB packaging.
Meanwhile, 8" SiCap ships 1-2K wpm today, heading to 5K.

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