台積電28奈米 格羅芳德搶單 - 工程師
By Emma
at 2013-08-12T22:26
at 2013-08-12T22:26
Table of Contents
【經濟日報╱記者簡永祥/台北報導】 2013.08.12 05:21 am
28奈米製程一向領先同業的晶圓代工龍頭台積電,即將遭遇美商格羅方德(Global
Foundries)的競爭。
業界傳出,格羅方德降價逾一成,搶下美商高通的手機晶片大單,預定第4季投片,可能
衝擊台積電營運。
台積電發言系統不願評論個別客戶訂單動向,但強調,台積電在28奈米製程仍具領先優勢
,並且是業界的首選。
對照台積電日前在法說會預估,第4季營收季減幅度大於去年同期,但高通卻上修今年全
年營收表現,顯示高通將部分訂單轉向格羅方德的可信度極高。
由阿布達比創投轉投資的格羅方德,在40奈米製程就和高通合作。據了解,去年台積電28
奈米製程的產能供不應求時,就傳出高通的代工訂單可能轉向格羅方德和聯電,尋求第二
代工來源。
當時雖然高通將部分28奈米產品交由格羅方德試產,但因良率不符要求,且台積電董事長
張忠謀親赴美國固椿,高通28奈米製程產品就一直等候台積電擴充產能,未再尋求其他晶
圓代工廠商。
近期業界傳出,格羅方德28奈米製程技術經過一年練兵,良率及產能效能日益成熟,加上
以低於台積電報價逾一成的價格,重新爭取這位「超級大客戶」轉單。
今年起,高通的手機晶片在大陸及新興國家,與聯發科、展訊及瑞迪科等IC廠展開價格戰
,讓台積電首次在28奈米製程面臨掉單的威脅。
半導體設備商透露,聯電也在高通示意下,加速28奈米製程量產進度,採用和台積電相當
的設備(TSMC Like),透露出釋給聯電的時程也已不遠。
聯電執行長顏博文日前在法說會指出,聯電28奈米PolySiON製程按照時程走,年底前營收
占比約1%至2%,至於28奈米HKMG(高介電常數金屬閘極)製程,量產時間會在PolySiON後
的一至二季,透露出聯電承接高通手機晶片訂單的時間點,會在明年上半年。
全文網址: 台積電28奈米 格羅方德搶單 | 科技產業 | 財經產業 | 聯合新聞網
http://udn.com/NEWS/FINANCE/FIN3/8090312.shtml#ixzz2blUXw8kZ
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