台積電美製晶片可能比台製貴達30% 美國 - 工程師
By Oscar
at 2023-05-03T13:27
at 2023-05-03T13:27
Table of Contents
台積電美製晶片可能比台製貴達30% 美國客戶肯埋單?
2023/05/03 07:57:36
經濟日報 編譯季晶晶/綜合外電
美國資訊科技網站Tom's Hardware報導,台積電(2330)在海外建晶圓廠比國內貴得多,
想堅守毛利率的話,海外代工的價格將不得不漲,但美製晶片的費用可能比台製晶片高出
30%,美國客戶會願意埋單嗎?
台積電美國廠的代工價格傳出可能較台廠高20%至30%,至於日本熊本廠生產的晶片,差價
可能在10%至15%間。
美國IC設計業者肯定不會開心要支付更高成本,不過,台積電在亞利桑那州生產的晶片有
可能是針對美國政府和對價格不太敏感的應用程式。這樣應該能將額外成本轉嫁出去,不
致危及原本的競爭地位。
相較於台積電與日本客戶的談判進行順利,因當地政府大力支持熊本廠,許多美國客戶正
與台積電議價。部分客戶考慮轉單三星電子,以便更靈活的控制成本。
根據未經證實的消息,超微和高通正考慮改由三星代工,而輝達可能求助於英特爾代工服
務,以其閘極全環電晶體技術製程生產晶片,例如英特爾的18A和20A。
由於晶片設計成本愈來愈高,超微、高通和輝達想採用雙源策略,同時釋單台積電和三星
電子或英特爾製造類似晶片,會有難度。因此,即使競爭對手獲其忠實客戶下單,預料不
會影響台積電晶圓廠獲充分利用。
與此同時,台積電為最大客戶蘋果公司保持了20%至30%的折扣,因為兩家公司在推進製程
和技術突破上有密切的合作,蘋果往往是第一個採用台積電先進製程的公司,也願意支付
額外費用並承擔額外風險。
但Tom's Hardware指出,訊息來源未經官方證實,因此應持保留態度。台積電的實際生產
條款保密,取決於多種因素,且因不同的客戶而有差異,幾乎不可能猜得到它的生產轉移
。
https://reurl.cc/KMgZMq
--
Tags:
工程師
All Comments
By Rebecca
at 2023-05-06T16:55
at 2023-05-06T16:55
By Kyle
at 2023-05-06T14:03
at 2023-05-06T14:03
By Elizabeth
at 2023-05-09T17:32
at 2023-05-09T17:32
By Hardy
at 2023-05-06T14:03
at 2023-05-06T14:03
By Jake
at 2023-05-09T17:32
at 2023-05-09T17:32
By Rosalind
at 2023-05-06T14:03
at 2023-05-06T14:03
By Audriana
at 2023-05-09T17:32
at 2023-05-09T17:32
By Hamiltion
at 2023-05-06T14:03
at 2023-05-06T14:03
By Suhail Hany
at 2023-05-09T17:32
at 2023-05-09T17:32
By Genevieve
at 2023-05-06T14:03
at 2023-05-06T14:03
By Franklin
at 2023-05-09T17:32
at 2023-05-09T17:32
By Ivy
at 2023-05-06T14:03
at 2023-05-06T14:03
By Faithe
at 2023-05-09T17:32
at 2023-05-09T17:32
By Lily
at 2023-05-06T14:03
at 2023-05-06T14:03
By Bennie
at 2023-05-09T17:32
at 2023-05-09T17:32
By Olga
at 2023-05-06T14:03
at 2023-05-06T14:03
By Caitlin
at 2023-05-09T17:32
at 2023-05-09T17:32
By Ursula
at 2023-05-06T14:03
at 2023-05-06T14:03
By Queena
at 2023-05-09T17:32
at 2023-05-09T17:32
By Eartha
at 2023-05-06T14:03
at 2023-05-06T14:03
By Una
at 2023-05-09T17:32
at 2023-05-09T17:32
By Annie
at 2023-05-06T14:03
at 2023-05-06T14:03
By Lydia
at 2023-05-09T17:32
at 2023-05-09T17:32
By Quanna
at 2023-05-06T14:03
at 2023-05-06T14:03
By Vanessa
at 2023-05-09T17:32
at 2023-05-09T17:32
By Jacky
at 2023-05-06T14:03
at 2023-05-06T14:03
By Hazel
at 2023-05-09T17:32
at 2023-05-09T17:32
By Donna
at 2023-05-06T14:03
at 2023-05-06T14:03
By Cara
at 2023-05-09T17:32
at 2023-05-09T17:32
By Ina
at 2023-05-06T14:03
at 2023-05-06T14:03
By Noah
at 2023-05-09T17:32
at 2023-05-09T17:32
By Emma
at 2023-05-06T14:03
at 2023-05-06T14:03
By Ida
at 2023-05-09T17:32
at 2023-05-09T17:32
By Hardy
at 2023-05-06T14:03
at 2023-05-06T14:03
By Puput
at 2023-05-09T17:32
at 2023-05-09T17:32
By Zora
at 2023-05-06T14:03
at 2023-05-06T14:03
By Donna
at 2023-05-09T17:32
at 2023-05-09T17:32
By Iris
at 2023-05-06T14:03
at 2023-05-06T14:03
By Kama
at 2023-05-09T17:32
at 2023-05-09T17:32
By Emma
at 2023-05-06T14:03
at 2023-05-06T14:03
By Blanche
at 2023-05-09T17:32
at 2023-05-09T17:32
By Thomas
at 2023-05-06T14:03
at 2023-05-06T14:03
By Isla
at 2023-05-09T17:32
at 2023-05-09T17:32
By Cara
at 2023-05-06T14:03
at 2023-05-06T14:03
By Tristan Cohan
at 2023-05-09T17:32
at 2023-05-09T17:32
By Genevieve
at 2023-05-06T14:03
at 2023-05-06T14:03
By William
at 2023-05-09T17:32
at 2023-05-09T17:32
By Frederica
at 2023-05-06T14:03
at 2023-05-06T14:03
By Gilbert
at 2023-05-09T17:32
at 2023-05-09T17:32
By Brianna
at 2023-05-06T14:03
at 2023-05-06T14:03
By Emma
at 2023-05-09T17:32
at 2023-05-09T17:32
By Dorothy
at 2023-05-06T14:03
at 2023-05-06T14:03
By Heather
at 2023-05-09T17:32
at 2023-05-09T17:32
By Sierra Rose
at 2023-05-06T14:03
at 2023-05-06T14:03
By Hedy
at 2023-05-09T17:32
at 2023-05-09T17:32
By Carolina Franco
at 2023-05-06T14:03
at 2023-05-06T14:03
By Oscar
at 2023-05-09T17:32
at 2023-05-09T17:32
By Carol
at 2023-05-06T14:03
at 2023-05-06T14:03
By Isla
at 2023-05-09T17:32
at 2023-05-09T17:32
By Isla
at 2023-05-06T14:03
at 2023-05-06T14:03
By Margaret
at 2023-05-09T17:32
at 2023-05-09T17:32
By Lily
at 2023-05-06T14:03
at 2023-05-06T14:03
By Mia
at 2023-05-09T17:32
at 2023-05-09T17:32
By Heather
at 2023-05-06T14:03
at 2023-05-06T14:03
By Ivy
at 2023-05-09T17:32
at 2023-05-09T17:32
By Necoo
at 2023-05-06T14:03
at 2023-05-06T14:03
By Elvira
at 2023-05-09T17:32
at 2023-05-09T17:32
By Mary
at 2023-05-06T14:03
at 2023-05-06T14:03
By Joseph
at 2023-05-09T17:32
at 2023-05-09T17:32
By Franklin
at 2023-05-06T14:03
at 2023-05-06T14:03
By Catherine
at 2023-05-09T17:32
at 2023-05-09T17:32
By Jacky
at 2023-05-06T14:03
at 2023-05-06T14:03
By Adele
at 2023-05-09T17:32
at 2023-05-09T17:32
By Eden
at 2023-05-06T14:03
at 2023-05-06T14:03
Related Posts
最近工作很難找
By Donna
at 2023-05-03T12:18
at 2023-05-03T12:18
杜邦製程實習
By Barb Cronin
at 2023-05-03T05:56
at 2023-05-03T05:56
聯電總部改頭換面 打造竹科最美員工食堂
By Una
at 2023-05-03T05:47
at 2023-05-03T05:47
台積電展示新技術 北美技術論壇驚艷
By Faithe
at 2023-05-03T00:38
at 2023-05-03T00:38
鴻海獲微軟伺服器訂單 可望支撐Q2業績
By Isla
at 2023-05-03T00:20
at 2023-05-03T00:20