張忠謀:爭取當地訂單 台積電將赴陸設小 - 工程師
By Selena
at 2014-12-16T20:51
at 2014-12-16T20:51
Table of Contents
張忠謀:爭取當地訂單 台積電將赴陸設小部分28奈米產能
鉅亨網記者蔡宗憲 台北 2014-12-16 20:20
http://ppt.cc/vu4A
工研院今(16)日舉行院士會議,關於中國大陸積極扶植半導體業,台積電(2330-TW)董事
長張忠謀今(16)日表示,中國政府以市場為壓力點,要求不在中國土地上生產的產品,就
不能在當地販售,為因應這個問題,台積電也打算赴陸建置小部分的產能,粗估是N-2世
代(28奈米),以避免因沒有生產基地,而無法爭取當地訂單的窘境,他也坦言,台積電不
去,三星也會去,不過他強調目前仍在初期規劃的階段,細節並未完全確定。
張忠謀表示,中國大陸以其市場為壓力點,政策要求若產品未在中國大陸生產製造,則不
能在當地販售,台灣面對這樣的壓力各有因應方式,而台積電為掌握後續訂單機會,也必
須啟動赴陸建置產能的計畫。
他強調,台積電不過去,三星也會過去,三星已在中國西安建置記憶體產能,下一步可能
就是建邏輯產能,若台積電沒有登陸,可能會因此失去原本既有的客戶,將其拱手讓給三
星。
不過張忠謀強調,台灣還是台積電的主要生產基地,赴陸設廠比重將會非常低,估不到1
成比重,且製程會是N-2(最先進後面2個世代),也就是28奈米,他強調,目前中國晶圓代
工廠中芯製程在N-3(40奈米),台積電設28奈米製程產能,就已足夠滿足需求。
他也認為,中國大陸的客戶目前並無很大的先進製程需求,估28奈米就可支應未來5-8年
的市場所需。
--
鉅亨網記者蔡宗憲 台北 2014-12-16 20:20
http://ppt.cc/vu4A
工研院今(16)日舉行院士會議,關於中國大陸積極扶植半導體業,台積電(2330-TW)董事
長張忠謀今(16)日表示,中國政府以市場為壓力點,要求不在中國土地上生產的產品,就
不能在當地販售,為因應這個問題,台積電也打算赴陸建置小部分的產能,粗估是N-2世
代(28奈米),以避免因沒有生產基地,而無法爭取當地訂單的窘境,他也坦言,台積電不
去,三星也會去,不過他強調目前仍在初期規劃的階段,細節並未完全確定。
張忠謀表示,中國大陸以其市場為壓力點,政策要求若產品未在中國大陸生產製造,則不
能在當地販售,台灣面對這樣的壓力各有因應方式,而台積電為掌握後續訂單機會,也必
須啟動赴陸建置產能的計畫。
他強調,台積電不過去,三星也會過去,三星已在中國西安建置記憶體產能,下一步可能
就是建邏輯產能,若台積電沒有登陸,可能會因此失去原本既有的客戶,將其拱手讓給三
星。
不過張忠謀強調,台灣還是台積電的主要生產基地,赴陸設廠比重將會非常低,估不到1
成比重,且製程會是N-2(最先進後面2個世代),也就是28奈米,他強調,目前中國晶圓代
工廠中芯製程在N-3(40奈米),台積電設28奈米製程產能,就已足夠滿足需求。
他也認為,中國大陸的客戶目前並無很大的先進製程需求,估28奈米就可支應未來5-8年
的市場所需。
--
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