A | 8月25日消息，据报道，涵盖6英寸、8英寸、12英寸的全系列硅晶圆产品近日迎来价格上调，涨幅一成起跳。 
The Lianyungang-Yizheng crude oil pipeline, a key national oil and natural gas transport project, successfully commenced operations on its Lianyungang-Huai'an section on Thursday, PipeChina, the project developer, told the Global Times. The project can transport over 18 million tons of crude oil per year.
This marks the first 10-million-ton-level crude oil pipeline to be put into operation since the start of China's 15th Five-Year Plan (2026-30) period and is of significant importance for optimizing the country's energy supply structure in the central and eastern regions and improving the "nationwide one-network" layout of oil and gas infrastructure.
The Lianyungang-Huai'an section of the Lianyungang-Yizheng crude oil pipeline project has a total length of 143.8 kilometers and a designed annual transportation capacity of 18.5 million tons. Construction on the section began in October 2024 and was completed in June.
The pipeline has a diameter of 813 millimeters and a design pressure of 8.5 MPa. Up to 70,000 tons of crude can be pumped daily to Yizheng, a hub in East China, serving refineries in East China's Jiangsu Province and along the Yangtze River, strengthening energy supply security, the company said.
The commissioning of the new pipeline will further optimize the oil and natural gas pipeline network in the Yangtze River Delta region and the coordinated allocation over imported crude resource, PipeChina said.
Global Times
。这是自2021至2022年缺芯潮之后，硅晶圆行业时隔三年首次出现实质性全尺寸涨价。
此前的长协合同将价格锁在底部，随着2026年长协陆续到期，硅晶圆厂商终于打破价格枷锁。硅晶圆大厂台胜科透露，目前8英寸及12英寸产线均满载生产，近期8英寸市场需求明显增加。 这一轮需求回暖并非偶然，最大的增量来自AI算力爆发。据日本硅晶圆巨头SUMCO测算，AI服务器对12英寸硅片的需求量是通用型服务器的3.8倍，而HBM对12英寸硅片的消耗是主流DRAM的3倍。
B | SUMCO预计，2026年AI相关应用对先进制程硅片的月需求将突破100万片，占全球12英寸硅片总需求的比例超过10%。与此同时，车用电子、工控及功率半导体等应用需求改善，也为中小尺寸硅晶圆提供了额外支撑。 供给端方面，全球硅晶圆市场高度集中，信越化学、SUMCO、环球晶等少数巨头占据主导地位。
C | 硅晶圆扩产周期漫长，从设备采购到产能爬坡需18至24个月。 在2024至2025年的行业低谷期，主要制造商大幅削减资本支出，短期新增产能难以快速上线。 中国台湾三大硅晶圆供应商已释放明确涨价信号。环球晶表示，近期终端市场需求逐步改善，产业链库存调整较过去健康。台胜科已开始与客户沟通价格调整机制，看好下半年营运优于上半年。合晶也确认正积极与客户洽谈报价调整，目前市场供不应求。
SEMI数据显示，2025年全球半导体材料市场收入达732亿美元，同比增长6.8%，其中晶圆制造材料收入458亿美元。
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Published on:09:31:40
