美打壓中國半導體 台灣技轉也被盯上 - 薪水
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By Isla
at 2018-11-08T00:23
at 2018-11-08T00:23
Table of Contents
美國封殺中國半導體廠福建晉華,凸顯中國用各種手段發展晶片,已經惹惱川普。同時浮
出水面的還有台灣幫助中國的各種方式。
路透報導,中國因近幾年對外收購受阻,一直低調強化與台灣半導體企業的合作,鼓勵將
晶片製造技能轉移中國。
聯電(2303)等企業為了進入快速成長的對岸市場,作為交換,扮演穩定提供晶片技術的
管道。福建晉華遭美封殺後,聯電已中止雙方研發活動。
產業專家估計,過去幾年中國與台廠之間,成立了至少10家合資企業或技術結盟,用高額
薪水與津貼吸引台灣人。不過瑞信證券台灣區研究部主管艾蘭迪(Randy Abrams)指出,
雙方合作需確保沒有涉入專利或智財權的侵犯。
分析師表示,對中國來說,最有價值的結盟關係是晶圓服務及DRAM生產,理由是製造技術
的複雜性及密集資本需求,需要海外業者相助。
但在美中貿易戰及兩岸緊張情勢下,半導體技術轉移已經引發疑慮。台灣政府謹慎對待,
已採取政策防止最先進的技術不被轉移。
Sanford C. Bernstein分析師Mark Li表示:「國際兩大強權衝突升溫,台灣科技業者需
重新評估自己的處境及供應鏈管理。」
力晶與中國合肥市政府合資的晶合集成12 吋晶圓廠,動土不到兩年半,每月產能已達到
8000片。
晶合的主要目標,是為面板廠生產LCD驅動IC。透過力晶的資源及台灣人才,晶合正在幫
中國降低對外國廠的倚賴。晶合1200名員工約4分之1來自台灣。(吳國仲╱綜合外電報導
)
新聞來源: https://goo.gl/A2aFq6
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薪水
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