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傳中國目標2026年底前先進國產矽晶圓使用率達七成
根據《日經亞洲》消息,中國正致力於今年底前,讓國內晶片製造商使用的矽晶圓中,超過七成來自本國生產。這項目標展現了中國在半導體關鍵供應鏈推動本土化的最積極企圖。知情人士指出,中國政府的這項目標,已成為國內晶片製造商優先使用本土12吋晶圓的不成文規定。儘管過去部分自給率目標未能達標,但業界認為這次有望成功,成為中國推動供應鏈自主化的重要里程碑。一名熟悉狀況的半導...
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傳中國目標2026年底前先進國產矽晶圓使用率達七成
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根據《日經亞洲》消息,中國正致力於今年底前,讓國內晶片製造商使用的矽晶圓中,超過七成來自本國生產。這項目標展現了中國在半導體關鍵供應鏈推動本土化的最積極企圖。

知情人士指出,中國政府的這項目標,已成為國內晶片製造商優先使用本土12吋晶圓的不成文規定。儘管過去部分自給率目標未能達標,但業界認為這次有望成功,成為中國推動供應鏈自主化的重要里程碑。

一名熟悉狀況的半導體產業高階主管向《日經亞洲》表示,未來外國廠商只會保留約三成的市場空間。部分中國晶片製造商仍在追求更先進的製程,該領域仍需仰賴國外領先業者的支援。他補充,不過,在成熟製程與傳統晶片領域,中國本土的矽晶圓基本上已能滿足市場需求。

兩名直接掌握規劃的知情人士透露,內地晶圓巨擘奕斯偉材料(688783.SH)  +1.310 (+5.851%)   目前正在西安與武漢興建新廠,預計今年內每月可新增70萬片產能。其中一人表示,每一個中國客戶都在擴充晶圓產能,奕斯偉是其中最積極的,可能佔了整體擴產規模近一半。奕斯偉表示,目前已供貨多家國際客戶,包括美光(MU.US)      、台積電(TSM.US)      、格羅方德(GFS.US)      與聯華電子(UMC.US)      。此外,在中國擁有大型生產據點的三星電子(005930.KS)與SK海力士(000660.KS),也在認證奕斯偉的產品。奕斯偉2025年營收上升至26.4億元人民幣(約3.85億美元),但尚未轉虧為盈。

中芯(00981.HK)  -1.350 (-1.871%)    Short selling $226.63M; Ratio 18.473%   、華虹(01347.HK)  -2.000 (-1.653%)    Short selling $231.21M; Ratio 20.513%   ,以及中國頂尖記憶體廠長鑫儲存、長江儲存,都是奕斯偉的主要客戶。奕斯偉指出,其國產晶圓已成為國內新晶圓廠擴產案的預設選擇。(ec/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-05 16:25.) (A Shares quote is delayed for at least 15 mins.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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