科技業裁員潮》台積電也起風了!魏哲家罕 - 工程師
By Rosalind
at 2022-10-25T08:41
at 2022-10-25T08:41
Table of Contents
https://www.storm.mg/article/4579868 風傳媒
周康玉 + 追蹤 2022-10-25 06:30
科技業裁員潮》台積電也起風了!魏哲家罕見親錄影片給員工「除3奈米外,鼓勵員工多
休假!」
半導體景氣從雜音逐漸成為寒冷。科技大咖如特斯拉、微軟、英特爾等,都傳出大批裁員
。 始終維持高稼動率的台積電,如今也罕見「鼓勵員工多休假」。
才剛辦完法說的台積電,於上周首度釋出半導體景氣下行的訊息,台積電總裁魏哲家昨(
10/24)日下午發出一封員工信,文中指出隨著後疫情時代,生活逐漸正常化,終端消費
因而進入庫存調整期,鼓勵員工多休息、多與家人相處。業內人士表示,台積電此舉實屬
罕見。
根據業內人士轉述,此內部信約為當天下午4點發出,並且以影片方式陳述,該影片為魏
哲家,文中大意如下:
台積電上季度(第三季)的業績再度破紀錄,營收、毛利、稅後純益皆再創新高;展望明
年將持續成長。
因為疫情關係,半導體科技業躬逢其盛,迎來電子業的獲利高峰,台積電同仁們這三年來
辛苦了。
然隨著疫情要結束,市場對遠端、科技產品需求減少,帶來全球消費性電子正進行庫存去
化,這也顯示,半導體逐漸進入從高峰期回歸正常的階段。
由此,公司鼓勵同仁們趁這期間,多休息、多陪家人出去玩,然而這不包括量產在即的3
奈米,以及3奈米以下的研發製程相關人員。
對此,半導體業內人士表示,台積電由總裁親發鼓勵放假的內部信,實為罕見之舉。業界
人士解讀,雖然台積電的內部信僅釋出鼓勵放假的訊號,對照不久前的半導體人才荒,使
半導體衰退訊號更為明確。
晶圓代工業內人士指出,由於正在量產3奈米如火如荼進行中,新竹寶山的F12B、台南
F18B(P7)等人員皆不包括在「鼓勵休假」的範疇中,且料還在研發廠F12(P4)N3E的相
關人員都仍上緊發條中。
對此,台積電表示,今日(指10/24)總裁在內部溝通時提到因為疫情而加速數位轉型及
市場5G及AI等需求帶動台積業務增長,特別感謝同仁在過去三年的辛勞,目前因生活逐漸
正常化,鼓勵同仁多與家人相處,休假充電後再繼續努力。這個世界電子化的趨勢不會改
變,台積公司最重要的是領先技術、卓越製造及客戶信任,勉勵同仁不要自滿,繼續與世
界一起成長。
半導體自今年中以來,因中國封城開啟重創終端需求和中國市場結構性購買力的開端,緊
接著因戰爭、通膨、聯準會急速升息,加速供需逆轉,終端消費出現全面性的需求下滑,
先是下游的PC、手機感受最深,隨著長鞭效應,持續延燒到上游,成熟製程大廠如世界先
進、力積電稼動率大幅下滑;近期,連台積電也坦言7奈米的稼動率不如以往,出現了週
期性下滑。
一些指標性的IC設計大廠包括聯發科、輝達(Nvidia)、超微(AMD)等陸續傳出砍單,
並且承認要啟動庫存調整,並下修財測;其中,因為英特爾新品延後,影響台積電擴廠進
度。
台積電法說會儘管鬆口半導體景氣下行的事實,且料明年全球半導體將衰對,但台積電除
外,明年的台積電仍是成長的一年,不僅給予市場振奮,且更加顯示台積電在晶圓代工先
進製程的市場寡占地位。
然而,全球的科技大廠已經傳出人事凍結,甚至將出現裁員。微軟於日前證實,繼上季度
大規模裁員後,將再次裁員,主要因個人電腦市況低迷;英特爾執行長季辛格 (Pat
Gelsinger)則警示員工,計劃在未來幾週內「針對性裁員」,將在11月1日提供更多細節
。
--
周康玉 + 追蹤 2022-10-25 06:30
科技業裁員潮》台積電也起風了!魏哲家罕見親錄影片給員工「除3奈米外,鼓勵員工多
休假!」
半導體景氣從雜音逐漸成為寒冷。科技大咖如特斯拉、微軟、英特爾等,都傳出大批裁員
。 始終維持高稼動率的台積電,如今也罕見「鼓勵員工多休假」。
才剛辦完法說的台積電,於上周首度釋出半導體景氣下行的訊息,台積電總裁魏哲家昨(
10/24)日下午發出一封員工信,文中指出隨著後疫情時代,生活逐漸正常化,終端消費
因而進入庫存調整期,鼓勵員工多休息、多與家人相處。業內人士表示,台積電此舉實屬
罕見。
根據業內人士轉述,此內部信約為當天下午4點發出,並且以影片方式陳述,該影片為魏
哲家,文中大意如下:
台積電上季度(第三季)的業績再度破紀錄,營收、毛利、稅後純益皆再創新高;展望明
年將持續成長。
因為疫情關係,半導體科技業躬逢其盛,迎來電子業的獲利高峰,台積電同仁們這三年來
辛苦了。
然隨著疫情要結束,市場對遠端、科技產品需求減少,帶來全球消費性電子正進行庫存去
化,這也顯示,半導體逐漸進入從高峰期回歸正常的階段。
由此,公司鼓勵同仁們趁這期間,多休息、多陪家人出去玩,然而這不包括量產在即的3
奈米,以及3奈米以下的研發製程相關人員。
對此,半導體業內人士表示,台積電由總裁親發鼓勵放假的內部信,實為罕見之舉。業界
人士解讀,雖然台積電的內部信僅釋出鼓勵放假的訊號,對照不久前的半導體人才荒,使
半導體衰退訊號更為明確。
晶圓代工業內人士指出,由於正在量產3奈米如火如荼進行中,新竹寶山的F12B、台南
F18B(P7)等人員皆不包括在「鼓勵休假」的範疇中,且料還在研發廠F12(P4)N3E的相
關人員都仍上緊發條中。
對此,台積電表示,今日(指10/24)總裁在內部溝通時提到因為疫情而加速數位轉型及
市場5G及AI等需求帶動台積業務增長,特別感謝同仁在過去三年的辛勞,目前因生活逐漸
正常化,鼓勵同仁多與家人相處,休假充電後再繼續努力。這個世界電子化的趨勢不會改
變,台積公司最重要的是領先技術、卓越製造及客戶信任,勉勵同仁不要自滿,繼續與世
界一起成長。
半導體自今年中以來,因中國封城開啟重創終端需求和中國市場結構性購買力的開端,緊
接著因戰爭、通膨、聯準會急速升息,加速供需逆轉,終端消費出現全面性的需求下滑,
先是下游的PC、手機感受最深,隨著長鞭效應,持續延燒到上游,成熟製程大廠如世界先
進、力積電稼動率大幅下滑;近期,連台積電也坦言7奈米的稼動率不如以往,出現了週
期性下滑。
一些指標性的IC設計大廠包括聯發科、輝達(Nvidia)、超微(AMD)等陸續傳出砍單,
並且承認要啟動庫存調整,並下修財測;其中,因為英特爾新品延後,影響台積電擴廠進
度。
台積電法說會儘管鬆口半導體景氣下行的事實,且料明年全球半導體將衰對,但台積電除
外,明年的台積電仍是成長的一年,不僅給予市場振奮,且更加顯示台積電在晶圓代工先
進製程的市場寡占地位。
然而,全球的科技大廠已經傳出人事凍結,甚至將出現裁員。微軟於日前證實,繼上季度
大規模裁員後,將再次裁員,主要因個人電腦市況低迷;英特爾執行長季辛格 (Pat
Gelsinger)則警示員工,計劃在未來幾週內「針對性裁員」,將在11月1日提供更多細節
。
--
Tags:
工程師
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