理解市场 | 半导体股午后拉升 全球半导体设备销售额将创新高 台积电明年晶圆报价或上调 10%
Semiconductor stocks rose in the afternoon. As of the time of publication, Shanghai Fudan rose by 3.04% to HKD 12.88; Hua Hong Semiconductor rose by 2.83% to HKD 23.6; China Electronics Huada Technology rose by 1.68% to HKD 1.21; and SMIC (Semiconductor Manufacturing International Corporation) rose by 0.88% to HKD 18.32. On the news front, according to a report by SEMI, the total global semiconductor equipment sales in 2024 are expected to reach $109 billion, a year-on-year increase of 3.4%. The report indicates that this will set a new industry record. It also predicts that driven by the growth of the front-end and back-end market segments, semiconductor manufacturing equipment sales will continue to rise in 2025, reaching a new high of $128 billion. In addition, Taiwan Semiconductor Manufacturing Company (TSMC) may raise wafer prices by 10% in 2025. Due to the high demand for advanced processors in consumer electronics and high-performance computing, TSMC plans to increase wafer prices for all types of customers in 2025. Shanxi Securities pointed out that semiconductor sales are expected to grow by 80% in the next decade. The rapid development of AI technology is driving the semiconductor industry towards the $1 trillion mark, which is expected to surpass this milestone in 2030
According to the information from Zhitong Finance APP, semiconductor stocks rose in the afternoon. As of the time of publication, Shanghai Fudan (01385) rose by 3.04% to HKD 12.88; Hua Hong Semiconductor (01347) rose by 2.83% to HKD 23.6; China Electronics Huada Technology (00085) rose by 1.68% to HKD 1.21; and SMIC (00981) rose by 0.88% to HKD 18.32.
On the news front, according to a report from SEMI, the global semiconductor equipment total sales in 2024 will reach USD 109 billion, a year-on-year increase of 3.4%. The report points out that this will set a new industry record. It also predicts that driven by the front-end and back-end segmented markets, semiconductor manufacturing equipment sales will continue to grow in 2025, reaching a new high of USD 128 billion.
In addition, Taiwan Semiconductor may raise wafer prices by 10% in 2025. Due to the high demand for advanced processors in consumer electronics and high-performance computing, TSMC plans to raise wafer prices for all types of customers in 2025. Shanxi Securities pointed out that semiconductor sales are expected to grow by 80% in the next decade. The rapid development of AI technology is driving the semiconductor industry towards the milestone of USD 1 trillion, which is expected to surpass this milestone in 2030
