車用晶片插隊擠掉DDI 廠商:相忍為國換 - 工程師
By Anonymous
at 2021-01-31T12:07
at 2021-01-31T12:07
Table of Contents
車用晶片插隊擠掉DDI 廠商:相忍為國換疫苗、影響有限
蘋果日報
https://tw.appledaily.com/property/20210130/EMGC726KPNDPLMD4Y77ORZPGVY/
全球車用晶片大缺貨,德國經長來函,經濟部請來台積電等四大晶圓代工廠,親自喬產能
,近期傳出,台積電為主的8吋晶圓廠車用晶片插隊成功,排擠驅動IC(DDI),有部分業
者指出,有接到調整通知,相忍為國換疫苗也只能認了。但也有業者指出,影響有限因為
車用晶片插隊至少要6月後才發酵,且此消彼漲,車用訂單也有挹注。
台股半導體族群在封關前不平靜,除了股價漲多回檔外,晶圓代工廠台積電產能大戰持續
發酵,市場傳出,車用晶片搶進8吋產能下,一系列以驅動IC為主的的IC設計廠商產能確
定遭到排擠,被點名的包括:敦泰、奕力、矽創等,產能遭調整幅度達5成。
對此,敦泰表示,台積電產能是有調整,但非外界所言的幅度,而車用晶片真正開始影響
的時間點,最快也是6月後,換言之,上半年影響有限。敦泰也說明,去年起就已啟動晶
圓代工供應鏈方散化,產品下在台積電、聯電、力積電等,且此消彼漲,做在車用產能增
加,也會有所挹注。
另一以聯電為主的驅動IC大廠聯詠則表示,晶圓供應鏈產能分散台積電、世界先進、聯電
等廠商,相較於車用為主8吋產能,聯詠小尺寸主要是在12吋廠,目前沒有接獲晶圓代工
夥伴調整的訊息。
產業人士指出,驅動IC製程跟車用是不一樣,價格相較其他IC設計產品挹注也有限,但確
實產能排擠對訂單、營收貢獻是會有影響,只能說相忍為國換疫苗,大家共體時艱了。
(陳俐妏/台北報導)
相忍為國 共體時艱
--
蘋果日報
https://tw.appledaily.com/property/20210130/EMGC726KPNDPLMD4Y77ORZPGVY/
全球車用晶片大缺貨,德國經長來函,經濟部請來台積電等四大晶圓代工廠,親自喬產能
,近期傳出,台積電為主的8吋晶圓廠車用晶片插隊成功,排擠驅動IC(DDI),有部分業
者指出,有接到調整通知,相忍為國換疫苗也只能認了。但也有業者指出,影響有限因為
車用晶片插隊至少要6月後才發酵,且此消彼漲,車用訂單也有挹注。
台股半導體族群在封關前不平靜,除了股價漲多回檔外,晶圓代工廠台積電產能大戰持續
發酵,市場傳出,車用晶片搶進8吋產能下,一系列以驅動IC為主的的IC設計廠商產能確
定遭到排擠,被點名的包括:敦泰、奕力、矽創等,產能遭調整幅度達5成。
對此,敦泰表示,台積電產能是有調整,但非外界所言的幅度,而車用晶片真正開始影響
的時間點,最快也是6月後,換言之,上半年影響有限。敦泰也說明,去年起就已啟動晶
圓代工供應鏈方散化,產品下在台積電、聯電、力積電等,且此消彼漲,做在車用產能增
加,也會有所挹注。
另一以聯電為主的驅動IC大廠聯詠則表示,晶圓供應鏈產能分散台積電、世界先進、聯電
等廠商,相較於車用為主8吋產能,聯詠小尺寸主要是在12吋廠,目前沒有接獲晶圓代工
夥伴調整的訊息。
產業人士指出,驅動IC製程跟車用是不一樣,價格相較其他IC設計產品挹注也有限,但確
實產能排擠對訂單、營收貢獻是會有影響,只能說相忍為國換疫苗,大家共體時艱了。
(陳俐妏/台北報導)
相忍為國 共體時艱
--
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