那年花开月正圆

等了三年终于涨价！6/8/12英寸硅晶圆全系上调：涨幅超10%_我的网站

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。    New Delhi, Oct 14 (UNI) The National Human Rights Commission (NHRC) on Friday issued notices to Union Ministries of Women & Child Development, Ministry of Social Justice & Empowerment, the governments of Karnataka, Kerala, Tamil Nadu, Andhra Pradesh, Telangana and Maharashtra over menace of Devadasi system, calling for a detailed report in the matter.

The report must contain the supporting data mentioning the steps taken/proposed to be taken by the authorities to prevent the Devadasi system and to provide the Devadasis rehabilitation and social security so that they could lead their lives with dignity. It should also mention whether any local laws have been enacted in the States to prevent such social evil, and if not what steps have been proposed to be taken to eradicate it, NHRC in a statement stated.

The Commission took suo motu cognizance of a media report on the continued menace of Devadasi system, especially in southern part of India. Reportedly, the Karnataka and Andhra Pradesh governments had declared this tradition of Devadasi as illegal in the year 1982 and 1988, respectively. However, reportedly, over 70,000 women have been leading their lives as Devadasi in Karnataka alone, it stated.

A Commission constituted under the chairmanship of Justice Raghunath Rao had reportedly held that there are 80,000 Devadasis in the States of Telangana and Andhra Pradesh, it added.

Issuing the notices, the Commission observed that a few years back, it had received a complaint regarding the malpractice of Devadasi in the States of Tamil Nadu and Andhra Pradesh. In response to its notices, the state authorities had denied the allegations. Various laws have also been enacted in the past to stop the malpractice of the Devadasi system but it is still prevailing, as the news report indicates. The Apex Court has also taken a stern stance in condemning the malpractice of dedicating young girls as Devadasis. It has described the practice as an evil done to women by subjecting them to sexual exploitation and prostitution. This is a serious issue of violation of Right to Life, Dignity and Equality of these victim women, it added.

UNI CM SHK2145。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。

B | 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。

C |     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。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。

D | 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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