中國能將晶片的成熟制程做成白菜價嗎? - 工程師
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By Kama
at 2022-08-14T21:48
at 2022-08-14T21:48
Table of Contents
中國理論上已經可以做14奈米以上成熟制程
加上國家政策強制國產化和政府補助和市場大。
中國似乎有機會把成熟制程做成中國產的白菜價。
但中國的成熟制程好像客制化、特殊制程不強。
加上新建廠成本尚未攤平,打價格戰會輸。
但如果中國政策補助,還是有機會。
尤其是二線廠商。聯電等。
但我覺得成熟制程台積電也占比很大。
台積電在特殊制程上更有優勢
加上先進制程的優勢和利潤更有本錢
當然根本之道還是在先進制程上不斷進步
保持優勢
不知道大家覺得中國有機會在成熟制程上取得優勢嗎?
--
加上國家政策強制國產化和政府補助和市場大。
中國似乎有機會把成熟制程做成中國產的白菜價。
但中國的成熟制程好像客制化、特殊制程不強。
加上新建廠成本尚未攤平,打價格戰會輸。
但如果中國政策補助,還是有機會。
尤其是二線廠商。聯電等。
但我覺得成熟制程台積電也占比很大。
台積電在特殊制程上更有優勢
加上先進制程的優勢和利潤更有本錢
當然根本之道還是在先進制程上不斷進步
保持優勢
不知道大家覺得中國有機會在成熟制程上取得優勢嗎?
--
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工程師
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