台積電高雄廠生變 魏哲家鬆口:7奈米廠將 - 工程師
By Quanna
at 2022-10-14T14:28
at 2022-10-14T14:28
Table of Contents
台積電高雄廠生變 魏哲家鬆口:7奈米廠將調整
https://ec.ltn.com.tw/article/breakingnews/4088535
台積電高雄廠屢被傳出生變的雜音,台積電今舉行法說會,對於高雄的規劃,總裁魏哲家首度鬆口表示,高雄廠原規劃建7奈米與28奈米兩座12吋廠,受到7奈米需求滑落導致產能利用率下降影響,將調整7奈米建廠產能規劃,28奈米依計畫不變。相較之下,5奈米/28奈米製程需求仍非常高,台積電持續享有高市佔率。
台積電高雄廠已展開基樁施工,預計今年動土,2024 年開始量產。先前供應鏈陸續傳出規劃製程與時程延緩出現變數,公司均以規劃不變回應,魏哲家今首度鬆口製程規劃有所調整,對動土與量產時程則未提。
魏哲家表示,大部分智慧型手機與PC客戶都會用到7奈米或6奈米,受到兩大產品需求不佳,客戶產品遞延等不利因素,致使台積電7奈米系列製程產能利用率下滑,預期明年下半年可回溫,重拾成長動能。目前客戶與生產鏈都持續調降庫存,上季庫存處於高點,本季開始下降,預估需要幾個季度才能調整完,他估到2023年下半年將會達正常水準。
台積電第3季各製程佔營收比,因蘋果、高通、輝達等客戶新產品拉貨帶動,台5奈米家族營收占比首度超越7奈米, 5奈米由第2季的21%成長至第3季的28%,7奈米佔26%,較第2季30%下滑。
魏哲家並表示,明年半導體可能衰退,但台積電受惠先進製程技術領先、客戶關係,公司表現將可優於產業,明年仍會是成長的一年。在高效能運算(HPC)應用驅動先進製程需求帶動下,台積電未來幾年美元營收複合成長率也仍為15%至20%。
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