車廠急討25片晶圓 魏哲家傻眼:台積電接 - 工程師

Hazel avatar
By Hazel
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。

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典型吃米不知道米價

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All Comments

Delia avatar
By Delia
at 2022-08-08T07:30
25片大單還不戴恩戴德,GG是不是不知好歹?
Victoria avatar
By Victoria
at 2022-08-12T03:29
哪一家這麼高水準
Bennie avatar
By Bennie
at 2022-08-11T09:28
高層
Mason avatar
By Mason
at 2022-08-15T05:27
車廠一向以為自己是老大
Madame avatar
By Madame
at 2022-08-11T09:28
25片 挹注營收欸
Elvira avatar
By Elvira
at 2022-08-15T05:27
25片賣2.5萬片的價格給他不就好了,低消啊
Robert avatar
By Robert
at 2022-08-11T09:28
公布25片大單客戶讓大家讚嘆一下
Lucy avatar
By Lucy
at 2022-08-15T05:27
這樣才可以繼續漲車價
Tristan Cohan avatar
By Tristan Cohan
at 2022-08-11T09:28
車廠就是雞歪 常常用停線損失威脅供應商
Erin avatar
By Erin
at 2022-08-15T05:27
25片找中国人手刻就好了
Callum avatar
By Callum
at 2022-08-11T09:28
一定是歐洲
Dinah avatar
By Dinah
at 2022-08-15T05:27
25片 廢到笑
Catherine avatar
By Catherine
at 2022-08-11T09:28
25...別鬧= =
Robert avatar
By Robert
at 2022-08-15T05:27
一個lot?
Donna avatar
By Donna
at 2022-08-11T09:28
笑死 表現的像他最好的朋友
Edith avatar
By Edith
at 2022-08-15T05:27
下單片ultra hot run 算了
順便規定不能multi-lot
Dorothy avatar
By Dorothy
at 2022-08-11T09:28
汽車業的TPS在半導體業搞笑
Belly avatar
By Belly
at 2022-08-15T05:27
MOQ 給他啊 操
Isabella avatar
By Isabella
at 2022-08-11T09:28
GG不接 這25片大單又要流向中芯了
Queena avatar
By Queena
at 2022-08-15T05:27
莫名其妙! 頭盔國吧
Frederic avatar
By Frederic
at 2022-08-11T09:28
他是不是說thanks a lot
Susan avatar
By Susan
at 2022-08-15T05:27
25片 學校實驗室呢
Valerie avatar
By Valerie
at 2022-08-11T09:28
剛好一個lot 笑死
Aaliyah avatar
By Aaliyah
at 2022-08-15T05:27
車廠都一堆井蛙,笑死
Kristin avatar
By Kristin
at 2022-08-11T09:28
一片一千萬就接了吧!
Andrew avatar
By Andrew
at 2022-08-15T05:27
也才一盒而已
Skylar Davis avatar
By Skylar Davis
at 2022-08-11T09:28
輪班王:25片?我摔破的都不止…
Frederic avatar
By Frederic
at 2022-08-15T05:27
巨嬰車廠
Mary avatar
By Mary
at 2022-08-11T09:28
MOQ起碼都要萬片
Olive avatar
By Olive
at 2022-08-15T05:27
25片。這真的是太好玩了
Regina avatar
By Regina
at 2022-08-11T09:28
MOQ 25pcs…. 就拿MOQ2.5萬的價格買啊。就是要殺這
種盤子啊!
William avatar
By William
at 2022-08-15T05:27
以為是叫比薩喔 董欸 25片16吋的在線等 急用
Anonymous avatar
By Anonymous
at 2022-08-11T09:28
25片兩籃都裝不滿是要笑死誰
Linda avatar
By Linda
at 2022-08-15T05:27
thanks a lot
Hedda avatar
By Hedda
at 2022-08-11T09:28
拿坡里
Oscar avatar
By Oscar
at 2022-08-15T05:27
MOQ報給他阿
Zanna avatar
By Zanna
at 2022-08-11T09:28
應該是國產L牌,25片就可以用很久
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2022-08-15T05:27
thanks a lot ....XD
Donna avatar
By Donna
at 2022-08-11T09:28
這種生意去找不入流的小公司吧
Joe avatar
By Joe
at 2022-08-15T05:27
36f thanks a lot 笑死
Bennie avatar
By Bennie
at 2022-08-11T09:28
Dear sir
Blanche avatar
By Blanche
at 2022-08-15T05:27
到底哪來的乞丐車業。笑死
Dora avatar
By Dora
at 2022-08-11T09:28
聽起來好好笑 25片
Noah avatar
By Noah
at 2022-08-15T05:27
25片 乞丐嗎
Kyle avatar
By Kyle
at 2022-08-11T09:28
25...
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2022-08-15T05:27
25片是能裝上幾台車?
Erin avatar
By Erin
at 2022-08-11T09:28
有那麼急嗎? 25片?
Ida avatar
By Ida
at 2022-08-15T05:27
說個笑話,車用取代消費性電子
Zenobia avatar
By Zenobia
at 2022-08-11T09:28
看起來像記者幻想文,只能箭頭
Jacky avatar
By Jacky
at 2022-08-15T05:27
就算客戶無知,過去好像也不曾取笑吧
Tracy avatar
By Tracy
at 2022-08-11T09:28
Thanks a lot好好笑XDD
Ida avatar
By Ida
at 2022-08-15T05:27
車廠嘴臉不意外啊,都很會威脅供應商自以為老大
Caitlin avatar
By Caitlin
at 2022-08-11T09:28
去自助餐要買25粒米的概念?
Margaret avatar
By Margaret
at 2022-08-15T05:27
剛好一個lot 合理啊 不要太不滿
Una avatar
By Una
at 2022-08-11T09:28
http://i.imgur.com/XG4XFKt.jpg
Candice avatar
By Candice
at 2022-08-15T05:27
本日最好笑 thanks a lot.
Zenobia avatar
By Zenobia
at 2022-08-11T09:28
其實看怎麼開價而已啊,25片一片10萬鎂也會接吧
Hamiltion avatar
By Hamiltion
at 2022-08-15T05:27
thanks a lot 笑噴
Kristin avatar
By Kristin
at 2022-08-11T09:28
a lot剛好25片,哈哈
Puput avatar
By Puput
at 2022-08-15T05:27
窮就不要想這麼多,人家一次買1000台,你買10台還要
殺價就太不知好歹
Eartha avatar
By Eartha
at 2022-08-11T09:28
Thanks a lot…有梗!
Tristan Cohan avatar
By Tristan Cohan
at 2022-08-15T05:27
汽車一年是能有幾萬台? 手機幾萬台?
Lily avatar
By Lily
at 2022-08-11T09:28
看不懂半導體為什麼會因為汽車卡住
Jake avatar
By Jake
at 2022-08-15T05:27
1個lot我建議投NDL就好
John avatar
By John
at 2022-08-11T09:28
Thanks a lot 有梗 www
Ingrid avatar
By Ingrid
at 2022-08-15T05:27
笑死 下什麼鳥單才成天喊缺料
Quintina avatar
By Quintina
at 2022-08-11T09:28
thanks a lot ;)
Aaliyah avatar
By Aaliyah
at 2022-08-15T05:27
雞巴車廠再繼續搞tps啊,操他媽的搞事
Kumar avatar
By Kumar
at 2022-08-11T09:28
SHR lot 25PCs
James avatar
By James
at 2022-08-15T05:27
想說是不是少個萬字 結果還真的25 =_="
Erin avatar
By Erin
at 2022-08-11T09:28
Thanks a lot笑死
Isla avatar
By Isla
at 2022-08-15T05:27
25片可能可以切10萬顆+出來了
Agnes avatar
By Agnes
at 2022-08-11T09:28
別這樣,車用就這,醫療也是,最慘的是還要保證數
年的供貨,聽到車規報10倍價也不想接
Jacob avatar
By Jacob
at 2022-08-15T05:27
難怪特斯拉狂電這些傳統車廠
Aaliyah avatar
By Aaliyah
at 2022-08-11T09:28
25片是幾台車用量?
Barb Cronin avatar
By Barb Cronin
at 2022-08-15T05:27
Thanks a lot XDDD
Lydia avatar
By Lydia
at 2022-08-11T09:28
25片能切幾顆出來
Joseph avatar
By Joseph
at 2022-08-15T05:27
等著被張懂拉正,不評論任一客戶的傳統被打破= =
Brianna avatar
By Brianna
at 2022-08-11T09:28
其實是說We need a lot of wafers啦
Enid avatar
By Enid
at 2022-08-15T05:27
25片整個笑出來
Barb Cronin avatar
By Barb Cronin
at 2022-08-11T09:28
所以汽車真的缺晶片? 這種量應該一下就解決了
Caroline avatar
By Caroline
at 2022-08-15T05:27
25片 …. 又不是在訂雞排
Eden avatar
By Eden
at 2022-08-11T09:28
25片實在有夠驚人
Megan avatar
By Megan
at 2022-08-15T05:27
25片是三小 車子的銷量不都幾十萬台嗎
Hedwig avatar
By Hedwig
at 2022-08-11T09:28
當7-11就是了膩
Jessica avatar
By Jessica
at 2022-08-15T05:27
推 thanks a lot 太有才了
Suhail Hany avatar
By Suhail Hany
at 2022-08-11T09:28
thanks a lot XDDDDDDDDDDDDDDD
Sierra Rose avatar
By Sierra Rose
at 2022-08-15T05:27
thanks a lot +1
Tristan Cohan avatar
By Tristan Cohan
at 2022-08-11T09:28
整車廠或tier1都是這樣 量少 毛又一堆
Andrew avatar
By Andrew
at 2022-08-15T05:27
只25不是實驗車就是來鬧的
Kama avatar
By Kama
at 2022-08-11T09:28
不去找intel嗎?
George avatar
By George
at 2022-08-15T05:27
訂雞排嗎?
Oscar avatar
By Oscar
at 2022-08-11T09:28
不意外 弄公司16949就發現類似狀況
Tristan Cohan avatar
By Tristan Cohan
at 2022-08-15T05:27
25片 一片一萬顆晶片 也才25000萬
Daph Bay avatar
By Daph Bay
at 2022-08-11T09:28
剛好一個Foup 25片裝滿,車廠老闆懂喔
Blanche avatar
By Blanche
at 2022-08-15T05:27
Thanks a lot 超好笑XD
Barb Cronin avatar
By Barb Cronin
at 2022-08-11T09:28
25000萬是怎麼算出來?
Callum avatar
By Callum
at 2022-08-15T05:27
25片應該是那種超頂級的億級超跑吧ㄏ 才會覺得25片
很偉大ㄏㄏ
Elma avatar
By Elma
at 2022-08-11T09:28
我以前的公司真的是一批也在接的
Emma avatar
By Emma
at 2022-08-15T05:27
跩屁啊
Ula avatar
By Ula
at 2022-08-11T09:28
其實車廠是說a lot 很多的意思啦 CC誤會了
Lucy avatar
By Lucy
at 2022-08-15T05:27
剛好一批 笑死
Gilbert avatar
By Gilbert
at 2022-08-11T09:28
笑死,市場買菜膩
Faithe avatar
By Faithe
at 2022-08-15T05:27
老闆內行喔剛好滿批
Bethany avatar
By Bethany
at 2022-08-11T09:28
待過其他零件Tier1路過,非常寫實,死性不改。
Gary avatar
By Gary
at 2022-08-15T05:27
25片....XDDDDDDDDDDDDD
Connor avatar
By Connor
at 2022-08-11T09:28
25片是樣本需求吧
Brianna avatar
By Brianna
at 2022-08-15T05:27
thanks a lot XDDDD
Charlie avatar
By Charlie
at 2022-08-11T09:28
1盒
Noah avatar
By Noah
at 2022-08-15T05:27
1盒...傻眼
Sandy avatar
By Sandy
at 2022-08-11T09:28
裝熟那段笑死
Noah avatar
By Noah
at 2022-08-15T05:27
一批lot 哪間FAB會理你啊
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2022-08-11T09:28
謝謝一批貨
Yuri avatar
By Yuri
at 2022-08-15T05:27
thanks a lot 笑死
Dinah avatar
By Dinah
at 2022-08-11T09:28
25片晶圓 如果是2.5萬片的價錢應該就接了
Barb Cronin avatar
By Barb Cronin
at 2022-08-15T05:27
super hot run 啊
Iris avatar
By Iris
at 2022-08-11T09:28
thanks a lot XDDDD
Ethan avatar
By Ethan
at 2022-08-15T05:27
JIT走火入魔 缺貨時誰會理你
Candice avatar
By Candice
at 2022-08-11T09:28
25片是在做樣品嗎…
Lily avatar
By Lily
at 2022-08-15T05:27
Super hot run的笑容 都沒你的甜
Jake avatar
By Jake
at 2022-08-11T09:28
會不會會錯意 人家是說thanks a lot
Jacky avatar
By Jacky
at 2022-08-15T05:27
笑死
Skylar Davis avatar
By Skylar Davis
at 2022-08-11T09:28
25片不是一個Foup的量嗎XDDDD
George avatar
By George
at 2022-08-15T05:27
25片,還以為是訂蔥油餅勒
Frederic avatar
By Frederic
at 2022-08-11T09:28
車廠老闆: 奇怪,我說I want a lot為什麼大家都在
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2022-08-15T05:27
下25000片 轉售24975片
Regina avatar
By Regina
at 2022-08-11T09:28
25片當然是去找零售商啊
Blanche avatar
By Blanche
at 2022-08-15T05:27
賣水果都有分大盤中盤小盤了
Steve avatar
By Steve
at 2022-08-11T09:28
對啊 只要25片走樣品流程不就好了
Michael avatar
By Michael
at 2022-08-15T05:27
看來問題還是在於車廠不想多給錢 嘻嘻
Vanessa avatar
By Vanessa
at 2022-08-11T09:28
怎麼會是車廠下單? 車廠也自己搞ic? 不是供應商嗎?
Tracy avatar
By Tracy
at 2022-08-15T05:27
所以才有去年新聞啊,車廠斷料直接找源頭
Candice avatar
By Candice
at 2022-08-11T09:28
所以我猜是在講德國嘻嘻
Daph Bay avatar
By Daph Bay
at 2022-08-15T05:27
25片雞排 都嫌少了 還晶圓 北七
Puput avatar
By Puput
at 2022-08-11T09:28
還好啦,高階超跑一年也沒幾台阿
Gilbert avatar
By Gilbert
at 2022-08-15T05:27
奇怪車廠老闆直接向晶圓廠要IC?給他晶圓也不能
裝上車上啊?
Lucy avatar
By Lucy
at 2022-08-11T09:28
Thank a lot XDDDDDDD
Hedy avatar
By Hedy
at 2022-08-15T05:27
*要加s thanks
Una avatar
By Una
at 2022-08-11T09:28
看到thanks a lot笑瘋
Xanthe avatar
By Xanthe
at 2022-08-15T05:27
笑死XD
Lucy avatar
By Lucy
at 2022-08-11T09:28
請支援25片店到店含運
Enid avatar
By Enid
at 2022-08-15T05:27
笑死 thanks a lot
Christine avatar
By Christine
at 2022-08-11T09:28
thanks a lot XDDD
Charlie avatar
By Charlie
at 2022-08-15T05:27
Thanks a lot 笑死XDD
Carol avatar
By Carol
at 2022-08-11T09:28
沒關係 找亡美部長幫你喬
Zanna avatar
By Zanna
at 2022-08-15T05:27
應該是tier1缺某個月份增產料 車廠老大當久了 自以
為 殊不知量體在半導體廠 要拉到最後面才能找到這
客戶
Frederic avatar
By Frederic
at 2022-08-11T09:28
其實25片晶圓,收2.5萬片的價格,還是會做的
Sandy avatar
By Sandy
at 2022-08-15T05:27
笑死 真的只叫一個lot
Annie avatar
By Annie
at 2022-08-11T09:28
1樓很懂GG喔!
Ula avatar
By Ula
at 2022-08-15T05:27
25片跟實驗室一個Foup一樣多=.=+
Hardy avatar
By Hardy
at 2022-08-11T09:28
以前我去NDL就分2個Foup了....比車廠多@@+
Edwina avatar
By Edwina
at 2022-08-15T05:27
只要25片,當去市場買菜啊……難怪得不到支援
Faithe avatar
By Faithe
at 2022-08-11T09:28
車廠高層或許拿錯會計財務資料XD

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at 2022-08-04T09:39
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William avatar
By William
at 2022-08-04T00:35
甲骨文傳裁員 鎖定行銷和顧客體驗部門 https://www.worldjournal.com/wj/story/121266/6505122 編譯洪啟原/綜合報導 2022-08-01 消息人士透露,甲骨文(Oracle)正在行銷及美國顧客體驗部門進行裁員,顯示這家科技 巨擘正縮減顧客分析數據和廣告服 ...

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Freda avatar
By Freda
at 2022-08-03T23:51
※ 引述《Pokun (美甲男子)》之銘言: : 各位大大好 : 由於已登出一段時日了便上來分享在公司遇到的種種及一些心得 : 先講薪資方面: : 測試工程師薪資幅度如數字銀行 : 年薪如果考績沒太爛的話就是15.5 : 有沒有+ 0.5 就看個人造化 : 公司主要分兩大部門 : 1.HTO: : 硬體測試相 ...

「Android Auto」用戶注意!老手機要被Go

Edward Lewis avatar
By Edward Lewis
at 2022-08-03T21:13
「Android Auto」用戶注意!老手機要被Google淘汰了 現今不少車機的中央車載平台,除了車商本身內建的作業系統,大多也會另外支援蘋果的 「CarPlay」,以及Google的「Android Auto」,方便用戶透過有線或無線方式,讓手機 直接與車機串流,帶來一般更好的UI體驗和App支援。 ...

政大學術問卷 Youtuber行銷調查

Lydia avatar
By Lydia
at 2022-08-03T20:00
本文已詢問板主mmkntust並徵得同意,謝謝板主~ 問卷名稱:Youtuber行銷現況與效果研究 研究目的:瞭解公部門與企業品牌運用網紅行銷的的傳播效果 研究者姓名/隸屬單位:林芝璇/國立政治大學廣告學系副教授 聯絡人姓名:李家如 聯絡方式:02-77091068#51 問卷連結:http:/ ...