美迫台積電等交「企業機密」,恐傷晶圓代 - 工程師
By Tom
at 2021-09-27T12:15
at 2021-09-27T12:15
Table of Contents
韓媒:美迫台積電等交「企業機密」,恐傷晶圓代工廠議價力
https://technews.tw/2021/09/27/corporate-secrets-usa-tsmc/
為了解決晶片荒,美國政府祭出極端手段,強迫晶圓代工廠交出被視為「企業機密」的晶
片庫存、訂單、銷售紀錄等數據。
相關人士表示,這會削弱台積電和三星電子的議價能力,並可能打擊整體晶片市場的價格
。
韓國經濟日報、韓國先驅報報導,美國商務部長雷蒙多(Gina Raimondo)在9月23日於白
宮舉行的全球半導體峰會上表示,美國政府需要晶片供應鏈的更多資訊,以提高透明性、
找出瓶頸所在。被問到如果晶圓廠不願呈交數據時,美國會怎麼做?Raimondo表示:「我
們的工具箱裡有其他法寶,能讓業者交出數據,我希望不要走到這一步,但是若有必要,
我們會這麼做」。據了解,美方考慮引用國防生產法(Defense Production Act),迫使
業者屈服。
白宮給全球晶片商45天時間自願交出數據,晶圓代工大廠如台積電、三星電子等向來不公
布客戶名單,要廠商上繳這些企業機密,有如把各廠「逼入牆角」(in a tight corner
)。倘若業者被迫揭露良率等生產數據,會讓晶圓代工廠與客戶談判時處於劣勢。業界高
層說,公開良率等於揭露各廠的技術程度,晶圓代工廠與買家議價時,將處於不利位置。
與此同時,其他專家指出,美國政府要求的數據,也可能衝擊整體晶片市場的價格,萬一
有晶圓廠的庫存水位處於高檔,客戶將要求砍價。不只如此,美國以外的晶圓廠也擔心,
美方要求會讓美企受惠。業界人士說:「三星和台積電呈報給美國政府的數據,外洩給英
特爾等美企,並非絕無可能。」
近來英特爾強化和美國政府的合作關係。晶片業人士指出,英特爾積極投資晶圓代工,是
為了配合拜登當局打造本土晶片鏈的計畫。英特爾一再力促美國當局提供金援,強調該公
司能幫忙解決晶片荒。
--
https://technews.tw/2021/09/27/corporate-secrets-usa-tsmc/
為了解決晶片荒,美國政府祭出極端手段,強迫晶圓代工廠交出被視為「企業機密」的晶
片庫存、訂單、銷售紀錄等數據。
相關人士表示,這會削弱台積電和三星電子的議價能力,並可能打擊整體晶片市場的價格
。
韓國經濟日報、韓國先驅報報導,美國商務部長雷蒙多(Gina Raimondo)在9月23日於白
宮舉行的全球半導體峰會上表示,美國政府需要晶片供應鏈的更多資訊,以提高透明性、
找出瓶頸所在。被問到如果晶圓廠不願呈交數據時,美國會怎麼做?Raimondo表示:「我
們的工具箱裡有其他法寶,能讓業者交出數據,我希望不要走到這一步,但是若有必要,
我們會這麼做」。據了解,美方考慮引用國防生產法(Defense Production Act),迫使
業者屈服。
白宮給全球晶片商45天時間自願交出數據,晶圓代工大廠如台積電、三星電子等向來不公
布客戶名單,要廠商上繳這些企業機密,有如把各廠「逼入牆角」(in a tight corner
)。倘若業者被迫揭露良率等生產數據,會讓晶圓代工廠與客戶談判時處於劣勢。業界高
層說,公開良率等於揭露各廠的技術程度,晶圓代工廠與買家議價時,將處於不利位置。
與此同時,其他專家指出,美國政府要求的數據,也可能衝擊整體晶片市場的價格,萬一
有晶圓廠的庫存水位處於高檔,客戶將要求砍價。不只如此,美國以外的晶圓廠也擔心,
美方要求會讓美企受惠。業界人士說:「三星和台積電呈報給美國政府的數據,外洩給英
特爾等美企,並非絕無可能。」
近來英特爾強化和美國政府的合作關係。晶片業人士指出,英特爾積極投資晶圓代工,是
為了配合拜登當局打造本土晶片鏈的計畫。英特爾一再力促美國當局提供金援,強調該公
司能幫忙解決晶片荒。
--
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