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中芯国际赵海军:2027 年代工产能将非常紧缺

2026-11-13 10:40:21

ChainCatcher 消息,在 11 月 13 日举行的中芯国际 2026 年第三季度业绩会上,联合 CEO 赵海军表示,目前 AI 发展方兴未艾,算力需求供不应求。行业共识认为,2027 年将是半导体代工产能非常紧缺的一年,预计紧缺将持续至 2028 年中期至下半年。

赵海军指出,2028 年中期之后,与 AI 相关的存储器需求或达到基本供需平衡,但算力及其他配套芯片可能仍然紧缺。从具体晶圆收入来看,手机及中低端消费类产品需求走弱,未来或仍保持下降趋势。

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