台積電市占 明年由8成降至5成 - 工程師
By Regina
at 2012-10-03T19:56
at 2012-10-03T19:56
Table of Contents
http://udn.com/NEWS/STOCK/STO1/7405859.shtml
【聯合晚報╱記者周品均/台北報導】
2012.10.03 02:54 pm
三星今年在晶圓代工市場布局腳步積極，並且連續兩年大幅拉升資本支出規模，研調
機構拓墣示警，三星明年在晶圓代工市場全面進攻策略，將是衝擊半導體產業的最大變數
，原因即在於三星將把記憶體產能大舉轉進晶圓代工，三星產能大規模提升後，將大幅縮
小與台積電的產能差距，加上包括格羅方德等大廠的來勢洶洶，預估台積電明年在28奈米
製程的市占率將從今年的8成滑落至5成。
三星在半導體市場勢力已逐步由記憶體延伸至晶圓代工，為晶圓代工產業投下震撼彈
，拓墣半導體研究中心副理陳蘭蘭指出，三星明年將全面進攻晶圓代工市場，除了連續兩
年大舉提高資本支出外，三星大舉將記憶體產能轉進晶圓代工將大幅拉升代工產能，今年
三星的代工產能約是台積電的三分之一，預估到明年，雙方的產能差距拉近為二分之一。
特別值得關注的是，三星的12吋晶圓廠產能今年已經超越聯電(2303)和格羅方德(GF)
，三星將記憶體產能轉進代工的挹注下，加上格羅方德也積極擴充高階製程產能，台積電
明年來自產能開出導致低價競爭的壓力升溫，而台積電今年受惠於28奈米需求強勁，營運
不斷創新高，隨著三星的大舉轉進與格羅方德積極切入，28奈米供不應求狀況預料將在明
年緩解，拓墣認為，台積電今年在28奈米製程市占高達8成的榮景難再現。
--
【聯合晚報╱記者周品均/台北報導】
2012.10.03 02:54 pm
三星今年在晶圓代工市場布局腳步積極，並且連續兩年大幅拉升資本支出規模，研調
機構拓墣示警，三星明年在晶圓代工市場全面進攻策略，將是衝擊半導體產業的最大變數
，原因即在於三星將把記憶體產能大舉轉進晶圓代工，三星產能大規模提升後，將大幅縮
小與台積電的產能差距，加上包括格羅方德等大廠的來勢洶洶，預估台積電明年在28奈米
製程的市占率將從今年的8成滑落至5成。
三星在半導體市場勢力已逐步由記憶體延伸至晶圓代工，為晶圓代工產業投下震撼彈
，拓墣半導體研究中心副理陳蘭蘭指出，三星明年將全面進攻晶圓代工市場，除了連續兩
年大舉提高資本支出外，三星大舉將記憶體產能轉進晶圓代工將大幅拉升代工產能，今年
三星的代工產能約是台積電的三分之一，預估到明年，雙方的產能差距拉近為二分之一。
特別值得關注的是，三星的12吋晶圓廠產能今年已經超越聯電(2303)和格羅方德(GF)
，三星將記憶體產能轉進代工的挹注下，加上格羅方德也積極擴充高階製程產能，台積電
明年來自產能開出導致低價競爭的壓力升溫，而台積電今年受惠於28奈米需求強勁，營運
不斷創新高，隨著三星的大舉轉進與格羅方德積極切入，28奈米供不應求狀況預料將在明
年緩解，拓墣認為，台積電今年在28奈米製程市占高達8成的榮景難再現。
--
Tags:
工程師
All Comments
By Ophelia
at 2012-10-08T17:10
at 2012-10-08T17:10
By Delia
at 2012-10-13T12:30
at 2012-10-13T12:30
By David
at 2012-10-14T23:59
at 2012-10-14T23:59
By Dinah
at 2012-10-18T09:36
at 2012-10-18T09:36
By David
at 2012-10-21T09:06
at 2012-10-21T09:06
By Audriana
at 2012-10-22T07:38
at 2012-10-22T07:38
By Susan
at 2012-10-22T09:53
at 2012-10-22T09:53
By Eden
at 2012-10-27T01:05
at 2012-10-27T01:05
By Mia
at 2012-10-29T13:26
at 2012-10-29T13:26
By Daniel
at 2012-11-03T09:28
at 2012-11-03T09:28
By Robert
at 2012-11-04T14:37
at 2012-11-04T14:37
By Dora
at 2012-11-06T23:19
at 2012-11-06T23:19
By Ivy
at 2012-11-07T09:05
at 2012-11-07T09:05
By Victoria
at 2012-11-09T11:20
at 2012-11-09T11:20
By Caroline
at 2012-11-09T17:55
at 2012-11-09T17:55
By Kama
at 2012-11-11T06:24
at 2012-11-11T06:24
By Andy
at 2012-11-13T18:06
at 2012-11-13T18:06
By Olive
at 2012-11-18T03:49
at 2012-11-18T03:49
By Jake
at 2012-11-22T11:22
at 2012-11-22T11:22
By Linda
at 2012-11-23T20:18
at 2012-11-23T20:18
By Gary
at 2012-11-25T03:45
at 2012-11-25T03:45
By Suhail Hany
at 2012-11-30T02:29
at 2012-11-30T02:29
By Lucy
at 2012-12-02T07:50
at 2012-12-02T07:50
By Zenobia
at 2012-12-02T23:17
at 2012-12-02T23:17
By Tracy
at 2012-12-03T10:09
at 2012-12-03T10:09
By Rosalind
at 2012-12-04T10:27
at 2012-12-04T10:27
By Elizabeth
at 2012-12-07T03:05
at 2012-12-07T03:05
By Ophelia
at 2012-12-07T17:45
at 2012-12-07T17:45
By William
at 2012-12-10T23:23
at 2012-12-10T23:23
By Daniel
at 2012-12-13T04:20
at 2012-12-13T04:20
By Madame
at 2012-12-14T03:55
at 2012-12-14T03:55
By Hedwig
at 2012-12-16T21:55
at 2012-12-16T21:55
By Madame
at 2012-12-17T08:45
at 2012-12-17T08:45
By Dinah
at 2012-12-22T07:42
at 2012-12-22T07:42
By Audriana
at 2012-12-25T12:01
at 2012-12-25T12:01
By Ingrid
at 2012-12-28T21:48
at 2012-12-28T21:48
By John
at 2012-12-29T10:10
at 2012-12-29T10:10
By Zora
at 2012-12-29T17:09
at 2012-12-29T17:09
By Robert
at 2013-01-01T12:45
at 2013-01-01T12:45
By Edwina
at 2013-01-04T16:29
at 2013-01-04T16:29
By Frederica
at 2013-01-05T17:06
at 2013-01-05T17:06
By Kelly
at 2013-01-07T05:20
at 2013-01-07T05:20
By Charlie
at 2013-01-10T23:31
at 2013-01-10T23:31
By Barb Cronin
at 2013-01-15T08:37
at 2013-01-15T08:37
By Carol
at 2013-01-17T20:05
at 2013-01-17T20:05
By Vanessa
at 2013-01-19T07:41
at 2013-01-19T07:41
By Donna
at 2013-01-23T23:48
at 2013-01-23T23:48
By Rachel
at 2013-01-27T12:20
at 2013-01-27T12:20
By Zenobia
at 2013-01-29T00:04
at 2013-01-29T00:04
By Delia
at 2013-01-30T08:41
at 2013-01-30T08:41
By Barb Cronin
at 2013-02-03T06:10
at 2013-02-03T06:10
By Dinah
at 2013-02-04T00:55
at 2013-02-04T00:55
Related Posts
版上有三星的員工嗎?
By Liam
at 2012-10-03T19:45
at 2012-10-03T19:45
中華航空誠徵應用系統研發與系統規劃人員
By Kristin
at 2012-10-03T19:16
at 2012-10-03T19:16
每年這各時候,各公司都愛搞無薪和裁員
By Yedda
at 2012-10-03T18:07
at 2012-10-03T18:07
穎台科技-電鍍助工
By Susan
at 2012-10-03T17:20
at 2012-10-03T17:20
中龍鋼鐵徵電機師級.化工員級
By Brianna
at 2012-10-03T17:03
at 2012-10-03T17:03