台積20奈米卡關 蘋果恐轉單 - 工程師

By Lydia
at 2014-03-24T12:59
at 2014-03-24T12:59
Table of Contents
台積電20奈米良率遭遇瓶頸,台積電擔心衝擊蘋果新世代處理器出貨,甚至轉單,已動員
材料廠駐廠支援,高度戰備;16奈米試產時程受此波及,被迫延後二個月,估計要延至今
年年底。
20奈米是台積電為蘋果代工生產新世代A8處理器主力製程,更是台積電邁向16奈米FinFET
(鰭式場效電晶體)試產,縮短學習曲線的重要指標製程,如今關鍵CMP材料卡關,恐影
響主力客戶蘋果A8處理器交貨進度,甚至推出新機時程。
台積電稍早因28奈米製程受惠於客戶追單上修首季營運目標,市場預期半導體產業回溫。
但台積電20奈米製程正式量產後,卻因化學機械研磨(CMP)材料導致晶圓良率欠佳,恐
波及第2季產出進度。
台積電不願對20奈米良率細節置評,強調各項製程產能是商業機密。
台積電原強調找到發生問題的關鍵,宣稱會快速解決CMP研磨會遭致晶圓刮傷的問題,不
會影響20奈米產出進度。不過,根據法人最近拜會台積電供應鏈後,得知問題似乎沒想像
的容易。
美國研究機構Susquehanna Financial Group日前即針對台積電20奈米製程進度發表研究
報告,在與台灣供應鏈業者談話後發現,台積電最近將20奈米製程產能目標下調10%,今
年底相關晶圓月產能約4萬至4.5萬片,低於先前預期的4.5萬至5萬片。
設備商透露,台積電內部為將資源暫時集中解決20奈米製程遭遇的材料瓶頸,決定將16奈
米製程試產時程延二個月,估計要到今年底。
法人擔心,台積電20奈米卡關會影響今年整體資本支出進度,對相關先進製程設備商如美
商應材、科磊、艾斯摩爾(ASML)的採購會趨保守,連帶也波及台廠相關供應商業績。
http://udn.com/NEWS/FINANCE/FIN3/8566998.shtml
--
材料廠駐廠支援,高度戰備;16奈米試產時程受此波及,被迫延後二個月,估計要延至今
年年底。
20奈米是台積電為蘋果代工生產新世代A8處理器主力製程,更是台積電邁向16奈米FinFET
(鰭式場效電晶體)試產,縮短學習曲線的重要指標製程,如今關鍵CMP材料卡關,恐影
響主力客戶蘋果A8處理器交貨進度,甚至推出新機時程。
台積電稍早因28奈米製程受惠於客戶追單上修首季營運目標,市場預期半導體產業回溫。
但台積電20奈米製程正式量產後,卻因化學機械研磨(CMP)材料導致晶圓良率欠佳,恐
波及第2季產出進度。
台積電不願對20奈米良率細節置評,強調各項製程產能是商業機密。
台積電原強調找到發生問題的關鍵,宣稱會快速解決CMP研磨會遭致晶圓刮傷的問題,不
會影響20奈米產出進度。不過,根據法人最近拜會台積電供應鏈後,得知問題似乎沒想像
的容易。
美國研究機構Susquehanna Financial Group日前即針對台積電20奈米製程進度發表研究
報告,在與台灣供應鏈業者談話後發現,台積電最近將20奈米製程產能目標下調10%,今
年底相關晶圓月產能約4萬至4.5萬片,低於先前預期的4.5萬至5萬片。
設備商透露,台積電內部為將資源暫時集中解決20奈米製程遭遇的材料瓶頸,決定將16奈
米製程試產時程延二個月,估計要到今年底。
法人擔心,台積電20奈米卡關會影響今年整體資本支出進度,對相關先進製程設備商如美
商應材、科磊、艾斯摩爾(ASML)的採購會趨保守,連帶也波及台廠相關供應商業績。
http://udn.com/NEWS/FINANCE/FIN3/8566998.shtml
--
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