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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。 
Joint research by Chinese and international scientists have found that the rate of long-term Antarctic mass loss has slowed, driven by sea surface temperature anomalies in the remote tropical warm pool, China Central Television (CCTV) reported on Thursday, citing a statement released by the Institute of Oceanology, Chinese Academy of Sciences (CAS).
The Antarctic ice sheet is one of the major sources of uncertainty in global sea-level rise forecasts. From 2003 to 2024, the Antarctic ice sheet lost an average of approximately 140.5 billion tons each year, CCTV reported.
However, Chinese and foreign scientists have found that the Antarctic ice sheet gained roughly 695 billion tons between July 2021 and April 2023, the largest 22-month mass gain seen in nearly two decades via satellite gravimetry, the Institute of Oceanology, CAS announced on Thursday.
The scientists found out that from 2021 to 2023, sustained heavy snowfall in East Antarctica led to significant increases in snow accumulation, partially offsetting the ongoing ice loss in West Antarctica.
The scientists' research shows that this was caused by tropical ocean-driven atmospheric processes that altered moisture transport pathways and increased snowfall over Antarctica.
The research was conducted by the research team at the Institute of Oceanology at CAS, along with peers from countries including the US, Hungary and Japan. It was published in the academic journal Nature on Wednesday.
According to Wang Yunhe, first author of the research paper and an associate research fellow at the Institute of Oceanology, sea surface temperatures in the tropical western Pacific warm pool remained unusually warm from 2021 to 2023. As one of the regions with the highest sea surface temperatures and strongest heat release into the atmosphere worldwide, changes in this region can reshape atmospheric circulation.
The persistently warmer-than-normal seawater triggered large-scale atmospheric waves.
After reaching the high latitudes of the Southern Hemisphere, the waves reshaped wind patterns and moisture transport pathways. Moisture-tracking simulations show that water vapor from the mid-latitude Indian Ocean fueled heavy snowfall in East Antarctica, leading to a recovery in ice sheet mass.
Observations and climate simulations suggest that such warming events occur roughly once a decade. But these temporary pauses are not enough to reverse Antarctica's long-term ice loss. The West Antarctic ice sheet continues to shrink, while parts of East Antarctica remain increasingly vulnerable to warmer ocean waters melting ice shelves from below and speeding the flow of glaciers into the sea.
The study shows how persistent warming in the tropical warm pool can contribute to the recovery of Antarctic ice-sheet mass, highlighting the role of East Antarctic atmospheric circulation in connecting tropical climate shifts with changes in the ice sheet. The findings point to a previously overlooked climate link between the tropical warm pool and East Antarctica, offering a new perspective on how distant climate systems may shape the continent's future.
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。 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。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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