【芯资讯】全球 IC 产能稳步扩容，国内半导体产能持续放量上行1. SEMI：全球晶圆产能 2024 年增 6%，国内保持两位数高增SEMI 最新预测，以 8 英寸当量计算：2024 年全球半导体晶圆产能增长 6%，2025 年再增 7%，刷新至每月 3370 万片历史新高；中国大陆 2024 年产能 ** 增长 15%** 至每月 885 万片，2025 年续增 14% 达 1010 万片，接近全球总产能三分之一。细分赛道：晶圆代工：...

库存修正与产能规划，IC 原厂传递一手信息四家主流 IC 原厂陆续发布 2024 年第二季度财报，覆盖模拟、数字各大领域，从营收利润、库存水位、库存修正进度及中长期产能规划，可清晰观察消费、汽车、工业等终端市场冷暖，为行业需求走势提供一手参考。一、德州仪器（TI）24Q2 营收 38.22 亿美元，同比下滑 15.6%、环比增长 4.4%；净利润 11.27 亿美元，同比下滑 34.6%、环比小幅上行；毛利率 57.85%，同比回落 6...

[Core Information] SMIC’s revenue increased by more than 20% year-on-year, and its capacity utilization rate increased1. SMIC’s revenue increased by more than 20% year-on-year, and its capacity utilization rate increased...

[Core Information] HBM production capacity is squeezed, SK Hynix DDR5 memory price is rumored to increase1. It is rumored that SK Hynix’s DDR5 price will increase by 15%-20%, and HBM’s production capacity squeeze is the...

[Core News] TSMC expands packaging and testing capacity, Qualcomm’s acquisition of Intel attracts attention1. TSMC urgently expanded the factory after buying itTo meet strong demand for AI chips, TSMCIn mid-August, with...

[Core Information] AI and localization promote the recovery of semiconductors, Samsung HBM production capacity plan is reduced1. Industry cycle: Semiconductors recover moderately, driven by AI + domestic substitution.Bro...

[Core Information] Demand for the two major memory devices is expected to slow down, and major manufacturers adjust production capacity and financial forecasts1. The memory market has weakened: the Korean duo lowered the...

Supply chain security and new applications drive chip manufacturers to accelerate the deployment of localized production capacityGlobal chip production capacity is surroundingsupply chain securitywithAI / Automotive / Ne...

As AI chips have increasingly higher requirements for performance and integration, advanced packaging and substrate technologies have become crucial in semiconductor competition.Samsung Electro-Mechanics is reportedly bu...

[Core Information] Analog chip recovery, storage technology iteration, and global production capacity transferCore highlights：ADIs earnings beat expectations, confirming industry recovery、Three major original manufacture...