IC設計廠度小月 凍結人事 - 工程師

By Margaret
at 2022-10-17T22:08
at 2022-10-17T22:08
Table of Contents
新聞標題: IC設計廠度小月 凍結人事
2022/10/17 01:42:17
經濟日報 記者鐘惠玲/台北報導
半導體市況不佳,台積電(2330)總裁魏哲家上周在法說會公開示警,2023年整體半導體
產業恐陷入衰退。據了解,供應鏈評估本季可能是近年最差的第4季,IC設計廠更是縮緊
褲帶,部份廠商一路砍投片量至明年首季,更罕見凍結人事,暫停召募新血。
人才是IC設計業最重要的根本,先前面對紅色供應鏈大舉挖角,台廠不惜砸重金找人,如
今有部份中小型IC設計業竟罕見凍結人事,凸顯半導體景氣寒風刺骨,業者只能盡力縮減
開支以保留現金,縮衣節食以求度過景氣寒冬。
由於研發是IC設計業的根本,所以近年IC設計業陸續進行結構性調薪,或大幅年度調薪以
留才,之前業界口風也大多還是盡量維持正常人員招募,但進入第3季後半段,情勢開始
有所轉變。
近期有不只一家中型規模IC設計廠不諱言,基本上是「遇缺不補」狀態,雖然對外不會承
認,現在除非是平常要徵人就已很難找的領域,突然出現適合人選,例如很稀缺的研發人
員,才會補人進來,而這占整體人員比例應當很少。
不具名的IC設計業者坦言,因應終端市場銷售不佳,客戶訂單隨之減少,導致庫存水位逐
漸上升,陸續從第2季對晶圓代工廠協商減少投片,有些IC設計廠則是從第3季才開始砍單
。
考量晶片生產周期至少約三個月以上,所以從減少投產,到產出有所下降,起碼都是一季
過後,甚至要兩季時間。
部分IC設計業者提到,短期內無法消化的IC品項統統先砍單,否則賣不掉的還一直生產,
整體庫存就會一直墊高。除了先減其他晶圓代工廠的單,連原本還會盡量保留在台積電的
訂單,但實在撐不住,也只好砍了再說,顧不得以後是否回得來投片。
這波IC庫存調整潮中,驅動IC廠是重災區之一,相關台廠指出,第4季繼續減少投片,預
計明年首季還會再降低。這意味到明年第2季為止的IC產出會逐季續降,但業者卻不敢打
包票整體庫存水位會下滑多少,因為沒人對於銷售情況有把握。
部分微控制器(MCU)業者也說,接下來要一路修正至庫存水位降到一定程度,投片量才
有可能再回升。
也有電源管理IC廠透露,有些客戶訂單已往後挪一季到明年,估計庫存可能要消化到明年
第2季,才回到正常水準。因此現階段投片量確實不會像原規劃那麼多,但也不可能修正
到零,全然不投片,會盡量降低傷害。
新聞來源: https://reurl.cc/yMzZWy
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