16奈米建置..台積電繼續衝 - 工程師
By Poppy
at 2013-08-19T19:37
at 2013-08-19T19:37
Table of Contents
【經濟日報╱記者簡永祥/台北報導】 2013.08.19 04:57 pm
台積電28奈米製程預定第4季減產,也使台積電有更多的資源及人力投入20奈米及16奈米
等先進製程建置腳步,設備端感受到來自台積電的先進製程設備訂單仍然強勁,但28奈米
製程相關耗材及設備將受影響。
台積電強調,今年資本支出不會有任何下修或踩剎車的行動。台積電內部不對28奈米減產
做出回應,但減產勢必影響相關耗材如矽晶圓、鑽石碟、晶圓傳送盒,以及相關曝光顯影
等化學品,甚至連後段封裝和測試都將受到牽連。台積電28奈米製程供應鍵包括應材、艾
司摩爾(ASML)、東京威力、日立先端科技等國外半導體設備大廠,台灣則有中矽、家登
、閎康、辛耘等廠商;至於後段封測廠,主要有日月光、矽品、台星科及欣銓,相關廠商
都將受到波及。
半導體人士表示,台積電可趁28奈米製程稍現空檔,抽調更多資源,加速建置20奈米及16
奈米。
全文網址: 16奈米建置… 台積電繼續衝 | 科技產業 | 財經產業 | 聯合新聞網
http://udn.com/NEWS/FINANCE/FIN3/8105340.shtml#ixzz2cPjHIZD0
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心得:
看起來GG是繼續往下衝的節奏,已經想要all in了!!
明年的分紅很不妙啊~~
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