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New Chip Supply-Demand Landscape: Vietnam's Semiconductor Industry Enters Strategic Opportunity Period
As the global chip market enters the second half of 2026, supply-demand dynamics are undergoing profound changes. This article analyzes current supply
Wafer Foundry Price Hikes Extend to 2027: Three Major Players Raise Prices, Mature Process Enters Seller's Market
In August 2026, Taiwan-based mature-process foundries Vanguard, UMC, and PSMC collectively signaled price hikes, with 2027 increases expected to excee
Storage market divergence inflection point: DRAM spot rally slows, NAND rebound weak, 2027 supply-demand outlook in focus
In early August 2026, the global memory chip market shows clear divergence: TrendForce reports DRAM spot price momentum has slowed notably since late
存储芯片史诗级行情延续：DRAM合约价创新高，2027年产能预售告罄
2026年8月，全球存储芯片市场延续史诗级涨价行情：DRAM合约价环比大涨14.3%创历史新高，NAND基准价突破30美元，存储原厂2027年产能预售一空。本文梳理DRAM/NAND最新价格走势、供需格局及华强北现货镜像，并解读涨价潮对越南电子制造业与半导体投资的影响，助您把握全球芯片行情新周期。
2026年8月全球晶圆代工产能松动：成熟制程报价下调，先进制程溢价持续扩大
进入2026年8月，全球半导体晶圆代工市场呈现显著分化。受消费电子季节性调整及部分领域库存修正影响，28nm及以上成熟制程晶圆代工报价出现松动，平均降幅约5%-8%。与此同时，受AI芯片与高性能计算驱动，台积电3nm/5nm等先进制程产能仍供不应求，溢价能力进一步增强。这一趋势正在重塑越南半导体供应
碳化硅功率半导体行情飙升，8英寸产线加速普及，越南供应链迎来新机遇
2026年Q2全球碳化硅功率器件市场规模同比增长22%，价格同比下降15%。随着8英寸产线加速渗透，SiC成本持续下探，新能源汽车、光伏需求爆发。越南凭借制造成本优势和封测产能扩张，正成为SiC供应链的重要一环，为投资者带来全新机遇。
NVIDIA Launches Blackwell B200 Chip, AI Chip Demand Triggers HBM4 Memory Price Surge
On July 30, 2026, NVIDIA officially launched the next-gen AI chip Blackwell B200 with 3nm process and HBM4 memory, delivering 3x performance boost. Ne
Advanced packaging capacity expansion accelerates, AI chip demand drives new semiconductor cycle
July 2026: Samsung, SK Hynix Q2 earnings beat estimates on robust AI memory demand; TSMC to double CoWoS packaging capacity. Advanced packaging become
Global semiconductor market up 12.3% YoY in Q2 2026, AI chips and automotive electronics as dual engines
Global semiconductor market up 12.3% YoY in Q2 2026, driven by strong demand for AI chips and automotive electronics, keeping wafer foundry utilizatio
Global Semiconductor Market Recovers in July 2026: Memory Chips Lead, Foundry Capacity Utilization Rises
On July 27, 2026, latest data shows global semiconductor market recovery in Q2, with DRAM and NAND Flash prices up 12% and 8%, and TSMC and Samsung fo
