全球晶圆出货量在2026年第一季度激增13.1%

Les livraisons mondiales de wafers bondissent de 13,1% au premier trimestre 2026

VIPress.net by Pascal Coutance 2026-04-29 10:08 Original
摘要
受人工智能及工业应用需求推动，SEMI硅晶圆制造商集团(SMG)数据显示，2026年第一季度全球硅晶圆出货量同比增长13.1%，达32.75亿平方英寸。这一增长反映出半导体行业持续扩张的势头。

根据Semi Silicon Manufacturers Group（SMG）的最新统计，2026年第一季度全球半导体硅片出货面积达到32.75亿平方英寸，较2025年同期的28.95亿平方英寸同比大幅增长13.1%。这一增速延续了自2025年下半年以来的上行趋势，反映出人工智能（AI）算力基础设施建设和工业应用领域对晶圆的强劲需求。

从需求端看，AI训练与推理芯片持续拉动先进制程硅片订单，而汽车电子、工业自动化及物联网等泛工业场景则稳定消耗成熟制程产能。SMG未在简报中披露环比数据，但渠道信息显示12英寸硅片供不应求的局面在年初并未缓解，部分代工厂的原料库存周转天数仍处于低位。

这一出货量跃升进一步确认了全球半导体材料市场的景气度。上游多晶硅与硅片制造商已启动新一轮产能扩充计划，以应对未来18-24个月可能出现的供应瓶颈。分析师指出，若AI与工业领域需求不出现重大回调，2026年全年硅片出货量有望首度突破130亿平方英寸，同比增长约10-12%。

Summary
Worldwide silicon wafer shipments surged 13.1% year-over-year to 3,275 million square inches in Q1 2026, according to the Semi Silicon Manufacturers Group (SMG). The growth, driven by robust AI and industrial demand, underscores the semiconductor industry's expansion and its increasing dependence on these high-growth sectors.

Global silicon wafer shipments climbed 13.1% year-on-year in the first quarter of 2026, reaching 3,275 million square inches, according to the Semi Silicon Manufacturers Group (SMG). The growth was fueled by strong demand from artificial intelligence and industrial applications, signaling sustained momentum in the semiconductor market.

Résumé
Selon le Semi Silicon Manufacturers Group (SMG), les livraisons mondiales de tranches de silicium ont bondi de 13,1 % au premier trimestre 2026, atteignant 3 275 millions de pouces carrés. Cette croissance est portée par la forte demande en intelligence artificielle et les applications industrielles.

Portées par la forte demande en IA mais aussi par les applications industrielles, les livraisons mondiales de tranches de silicium ont progressé de 13,1% en un an au premier trimestre 2026, selon le Semi Silicon Manufacturers Group (SMG). Le Semi Silicon Manufacturers Group (SMG) fait état de 3 275 millions de pouces carrés de tranches […]

Cet article Les livraisons mondiales de wafers bondissent de 13,1% au premier trimestre 2026 a été publié par VIPress.net.

AI Insight
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Core Point

Global silicon wafer deliveries surged 13.1% year-over-year in Q1 2026, signaling robust AI and industrial semiconductor demand and a strengthening supply chain.

Key Players
  • Semi Silicon Manufacturers Group (SMG) — Tracks and reports silicon wafer shipment data globally, a SEMI subgroup.
Industry Impact
  • ICT: High — wafer growth underpins network and data center expansion.
  • Computing/AI: High — direct driver of AI chip production.
  • Terminals/Consumer Electronics: High — more wafers mean more chips for devices and appliances.
Tracking

Strongly track — wafer shipments are a leading bellwether for future chip output and end-market electronics health.

Related Companies
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Categories
半导体
AI Processing
2026-04-29 18:28
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