台積電叛將沒力? 貿易戰害慘…陸晶圓代 - 工程師
By Skylar Davis
at 2019-09-04T08:40
at 2019-09-04T08:40
Table of Contents
台積電叛將沒力? 貿易戰害慘…陸晶圓代工大廠重摔
大陸最大晶圓代工廠中芯國際在台積電前研發處長、現任為中芯執行長的梁孟松帶領下,
並在去年宣布突破14奈米FinFET製程,也在今年打造出大陸首顆FinFET製程晶片,並先後
邀請台積電前營運長蔣尚義、前研發處長楊光磊擔任獨立董事,為大陸半導體產業發展做
出貢獻。然而,受到陸美貿易戰衝擊,客戶需求下降的情況下,今年中芯上半年營收較去
年同期下滑15.2%,由盈轉虧。
中芯上周公布今年上半年財報,營收與獲利皆與去年同期下滑,上半年營收14.6億美元,
較去年同期下滑15.2%,幅度也超越台積電年減2.03%、聯電年減9.21%,虧損達144萬美元
,較去年同期獲利5874.5萬美元,中芯營收數字再度由盈轉虧。中芯這份不如市場預期的
財報,讓陸製晶片的夢想似乎又更遙遠一些。
對於領導中芯營運的梁孟松,原本為台積電前研發處長,之後竟判逃南韓科技大廠三星電
子幫助其發展14奈米製程,讓時任台積電董事長的張忠謀相當無奈又惋惜。2017年底,梁
孟松再度跳槽至中芯,僅1年多時間,就讓中芯卡關3年的14奈米製程突破發展限制,原本
期待能為中心帶來亮麗營收成績單。
然而,相較於台積電的製程技術遠超車其他同業,今年上半年營收繳出148.42 億美元成
績單,毛利率42.2%,稅後盈餘1281.59 億元,每股盈餘4.94 元;聯電則是上半年獲利
29.42億元,每股盈餘0.25元。中芯雖然受到大陸政策補助,也延攬台積電老將助其半導
體產業發展,但實際營運效能仍遠輸台積電,甚至連聯電的營運績效也跟不上。
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