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全球晶片掀涨价潮马股封装业迎新转机

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责任编辑: 财经小编

（吉隆坡22日讯）全球晶片大厂罕见同步涨价，分析认为，这波涨价不仅反映人工智能（AI）需求持续升温，也为近期回调的马股科技股带来转机，尤其外包半导体组装与测试（OSAT）行业的盈利有望在今年次季起逐步回升。

丰隆投行研究在分析报告中指出，在过去一个月，几乎所有主要主要晶片供应商，包括德州仪器（Texas Instruments）、英飞凌（Infineon）、意法半导体（STMicroelectronics）等，已陆续发出调价通知，涨幅介于5%至30%，个别产品甚至高达85%。

“这类‘同步涨价’情况相当罕见，反映晶片供应链正面临成本上升及需求回暖，尤其人工智能（AI）与数据中心需求增加，带动行业产能趋紧。”

成熟制程晶圆、封装及原材料成本上涨，同时部分厂商逐步淘汰赚幅较低的旧产品，也促使厂商宣布涨价。

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