台積電計畫於德國建首座歐洲廠(日經新聞) - 工程師
By Barb Cronin
at 2022-12-24T08:18
at 2022-12-24T08:18
Table of Contents
作者: kcbill (明日やろうは馬鹿野郎だ) 看板: Stock
標題: [新聞] 台積電計畫於德國建首座歐洲廠(日經新聞)
時間: Fri Dec 23 13:29:52 2022
原文標題:
台湾TSMC、欧州初の半導体工場 ドイツに建設検討
台灣台積電計畫於德國興建歐洲第一座半導體廠
原文連結:
https://tinyurl.com/9hwt6xtj
發布時間:
2022/12/23 14:03(日本時間)
記者署名:
鄭婷方、黎子荷
原文內容:
【台北=鄭婷方、ロンドン=黎子荷】半導体世界大手の台湾積体電路製造(TSMC)が、欧
州初となる工場をドイツに建設する方向で最終調整に入ったことが、23日分かった。年
明けに経営幹部が現地入りし、地元政府による支援内容などについて最終協議する。早
ければ2024年に工場建設を始める。投資額は数十億ドルに達する見通しだ。
全球半導體大廠台積電,計畫在德國興建於歐洲的第一座半導體廠一事,據23日的了解,
磋商已經進入最後階段。明年初將由公司高層前往當地,與當地政府協議補助內容。快的
話將在2024年開始興建。投資規模達數十億美金。
計画は、複数のサプライヤーの経営幹部が明らかにした。ドイツ東部のザクセン州ドレ
スデン市に工場を建設する予定だという。TSMCの広報担当者は日本経済新聞の取材に対
し、「(工場建設について)いかなる可能性も排除しない」と述べた。
該計劃獲得數名供應鏈公司高層的證實。預計在德國東部Elbe州的Dresden市興建。台積
電發言人對於日本經濟新聞的採訪則表示「(有關建廠)不排除任何可能性」。
工場建設が正式に決まれば、欧州連合(EU)にとって大きな追い風となる。欧州は、こ
れまで半導体の多くを台湾などアジアから調達してきた。危機感を持つ欧州は域内での
半導体生産の拡大に向け、「欧州半導体法」で官民で30年までに430億ユーロ(約6兆円
)を投じる計画などを持つ。
若建廠一事正式確定後,將是對歐盟的一大利多。歐洲的半導體目前是從含台灣在內的亞
洲調度而來。抱持著危機感的歐洲,為了讓區域內半導體生產得以擴大,透過「歐洲半導
體法」,預計官方跟民間在2030年前將共同投入430億歐元。
TSMCが予定する生産品目は、主にスマートフォンなどに搭載される「先端品」ではなく
、「成熟品」といわれる「22~28ナノ品」になる見通し。自動車や家電製品などへの採
用が想定される。
台積電歐洲廠預定生產的項目,不是用以搭載智慧型手機的「先端製程」,而是「22~28
奈米」的「成熟製程」。設定運用於汽車與家電產品。
関係者によると、TSMCは21年、顧客から欧州進出の要請を受けたが、ロシアのウクライ
ナ侵攻を受けて検討を中止した。その後、欧州の大手自動車メーカーの間で、現地での
半導体製造への需要が高まり、改めて工場建設を検討することになったという。
根據消息人士的透露,台積電在2021年收到顧客請求其到歐洲設廠後,但因為俄烏戰爭而
中止有關討論。在那之後,有鑒於歐洲汽車大廠間對於半導體生產在地化的需求提升,台
積電於歐洲建廠一事又重新獲討論。
あるサプライヤーの経営幹部は、新工場建設について「我々は顧客(TSMC)をサポート
したい」とした上で、「(実現には補助金などの)公的支援が必要になる」との見方を
示した。
某個供應鏈的公司高層表示,有關歐洲新廠,「我們想支援我們的客戶台積電」,而「(
實現建廠所需的補助金等)公部門的支援是必須的」
欧州への進出にあたっては、人材の確保も課題となりそうだ。TSMCは米アリゾナ州に先
端品の新工場を建設中で、数百人規模の技術者を派遣している。日本の熊本県にも500
~600人の技術者を派遣する必要があるという。
對於前進歐洲建廠,人才取得也勢必成為課題。台積電目前在美國亞利桑那州興建生產先
端製程的新廠,派遣了數百名工程師。日本的熊本則是據傳會派遣500~600名工程師。
心得/評論:
根據《日經》的報導,台積電正在計畫於德國興建公司位於歐洲的第一座半導體廠。不過
生產的將不是先進製程,而是22~28奈米的成熟製程。
--
Tags:
工程師
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