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半導體板塊走強 三季度晶圓代工報價再度上漲
格隆匯6月16日丨半導體板塊走強,聚燦光電、新潔能、瑞芯微等多股漲停,國民技術、派瑞股份、乾照光電大漲超10%,台基股份、華創光電、捷捷微電等大幅跟漲。晶圓代工成熟製程供不應求加劇,業內傳晶圓代工廠第三季度報價最高將上調30%,遠高於市場預期的15%。隨着上游晶圓代工及封測報價持續上調,芯片設計廠商為應對成本上升,也將在第三季同步開啟漲價,其中驅動IC、微控制器(MCU)兩類芯片將率先上漲。分析師表示,晶圓帶動再度漲價,表明晶圓代工產能仍非常緊缺,半導體行業仍處高景氣度中。

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