半导体分析机构SemiAnalysis指出，硅晶圆平均售价正在回升。外延片供应紧张，先进逻辑（7nm及以下）晶圆需求预计在2028年达到近100万片/月，占300mm当量总需求的10%。GlobalWafers、SUMCO、信越化学和Siltronics等主要晶圆制造商有望受益于AI基础设施周期。
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) 🧵
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