晶圓代工

Rising demand for AI servers and related components, as well as advanced packaging, have taken up a large amount of the 8-inch and 12-inch mature production capacity of wafer foundries. Coupled with the limited increase in mature processes, supply exceeds demand. Legal entities expect that the increase in quotations will continue until 2027, which will help semiconductor stocks such as TSMC (2330), UMC (2303), and Advanced Micro Devices (5347) to increase their profits.