車廠急討25片晶圓 魏哲家傻眼:台積電接 - 工程師
By Hazel
at 2022-08-04T11:31
at 2022-08-04T11:31
Table of Contents
車廠急討25片晶圓 魏哲家傻眼:台積電接單2.5萬片起跳
https://ec.ltn.com.tw/article/breakingnews/4013963
晶片短缺問題在過去2年間困擾著汽車行業,雖然這種狀況正在緩解,但已經給汽車製造
商帶來了新的永久性成本,它們將更多地參與晶片開發工作,也會直接和晶片製造商溝通
,投入更多資本換取更穩定的晶片供應,這和它們過去依賴供應商,或是供應商的供應商
做法,有著180度的大轉變。
《路透》報導稱,對於晶片製造商來說,和汽車公司存在發展中的合作夥伴關係,是值得
歡迎的,不過許多晶片公司高層指出,在最近的供應鏈危機中,有很大一部分原因,是汽
車廠商對於晶片行業供應的運作方式缺乏了解,也不願意分擔成本和風險。
台積電執行長魏哲家透露,過去從來沒有汽車行業高層和他連繫過,直到晶片短缺問題嚴
重。魏哲家最近對矽谷的台積電合作夥伴和客戶說,在過去的2年內,汽車行業高層打電
話給他,表現的像他最好的朋友,還有1名汽車製造商高層打電話要台積電緊急提供25片
晶圓,但台積電接到的訂單往往都是2.5萬片晶圓起跳,「難怪你(那位高層)得不到支
援」。
格羅方德(GlobalFoundries)執行長考菲爾德(Thomas Caulfield)表示,汽車行業已
經了解到,不能把數十億美元建造晶片工廠的風險,完全留給晶片公司,「我們不會投放
產能,除非客戶提供承諾,並願意拿下這些產能所有權。」
報導指出,通用(GM)、福斯(Volkswagen)和福特(Ford)等汽車巨頭,其新成立的團
隊正直接和晶片製造商進行談判。Nissan和其他汽車製造商則是接受了更長的訂單和更多
的庫存,通用和 Stellantis還表示,將和晶片設計商合作設計零組件。
市場研究公司Gartner數據,到了2026年,每輛汽車平均晶片將超過1000美元,這比疫情
暴發的首年高出1倍,舉例來說,保時捷電動跑車Taycan有超過8000個晶片,但到了這個
10年末,這數字將增加1倍或2倍。
--
典型吃米不知道米價
--
https://ec.ltn.com.tw/article/breakingnews/4013963
晶片短缺問題在過去2年間困擾著汽車行業,雖然這種狀況正在緩解,但已經給汽車製造
商帶來了新的永久性成本,它們將更多地參與晶片開發工作,也會直接和晶片製造商溝通
,投入更多資本換取更穩定的晶片供應,這和它們過去依賴供應商,或是供應商的供應商
做法,有著180度的大轉變。
《路透》報導稱,對於晶片製造商來說,和汽車公司存在發展中的合作夥伴關係,是值得
歡迎的,不過許多晶片公司高層指出,在最近的供應鏈危機中,有很大一部分原因,是汽
車廠商對於晶片行業供應的運作方式缺乏了解,也不願意分擔成本和風險。
台積電執行長魏哲家透露,過去從來沒有汽車行業高層和他連繫過,直到晶片短缺問題嚴
重。魏哲家最近對矽谷的台積電合作夥伴和客戶說,在過去的2年內,汽車行業高層打電
話給他,表現的像他最好的朋友,還有1名汽車製造商高層打電話要台積電緊急提供25片
晶圓,但台積電接到的訂單往往都是2.5萬片晶圓起跳,「難怪你(那位高層)得不到支
援」。
格羅方德(GlobalFoundries)執行長考菲爾德(Thomas Caulfield)表示,汽車行業已
經了解到,不能把數十億美元建造晶片工廠的風險,完全留給晶片公司,「我們不會投放
產能,除非客戶提供承諾,並願意拿下這些產能所有權。」
報導指出,通用(GM)、福斯(Volkswagen)和福特(Ford)等汽車巨頭,其新成立的團
隊正直接和晶片製造商進行談判。Nissan和其他汽車製造商則是接受了更長的訂單和更多
的庫存,通用和 Stellantis還表示,將和晶片設計商合作設計零組件。
市場研究公司Gartner數據,到了2026年,每輛汽車平均晶片將超過1000美元,這比疫情
暴發的首年高出1倍,舉例來說,保時捷電動跑車Taycan有超過8000個晶片,但到了這個
10年末,這數字將增加1倍或2倍。
--
典型吃米不知道米價
--
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工程師
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