輝達急單到 台積大進補 - 工程師
By Hedy
at 2022-09-19T08:53
at 2022-09-19T08:53
Table of Contents
輝達急單到 台積大進補
2022/09/19 02:48:06
經濟日報 記者尹慧中、鐘惠玲/台北報導
繪圖晶片龍頭輝達傳趕在美國管制AI晶片銷往大陸的緩衝期之內,近期對台積電(2330)
下了「超級急件(super hot runs)」訂單,最快10月底至11月初開始交貨,加上蘋果高
階iPhone 14新機熱銷,台積電獨家代工最新A16晶片,多重動能挹注台積電第4季營收再
拚新高,全年美元營收年增率也有望超越財測高標。
https://imgur.com/TPveF2C.jpg
對於相關消息,輝達表示,不評論市場傳聞。台積電也不評論單一客戶與相關財務預測訊
息。研究機構以賽亞調研(Isaiah Research)最新分析研判,一旦明年美國的緩衝期過
後,若輝達不能再出口H100與A100晶片,後續估計將轉為較低階的產品。
美國擬限制美製高階AI晶片銷陸,先前傳出輝達已推出的「A100」與即將推出的「H100」
兩款晶片,以及包含這些晶片的DGX系統等產品都受限,同時傳出美方有意擴大管制範圍
,業界解讀為美中科技戰火持續擴大。
相關管制若隨即生效,將重創美國晶片業,因此美國政府已決定給予緩衝期,並許可輝達
繼續支援A100晶片的美國客戶到明年3月1日,且在明年9月1日之前,都能進行開發H100晶
片所需的出口、轉出口及境內移轉事宜,也能在明年9月1日前,繼續透過香港部門履行
A100和H100晶片訂單與物流服務,暗示已獲得約一年緩衝期,能服務現有的A100美國客戶
、並且繼續開發H100晶片。
儘管如此,業界傳出,輝達應對市場與出口管制政策不確定因素,積極展開調度,在獲得
美國官方出口許可後,近期找台積電尋求支援,希望能以「超級急件」的方式提前生產原
訂明年出貨的部分產品,總量約5,000片,相關急件交期將大幅縮短,從原本預估的五至
六個月,壓縮為二至三個月。
台積統計,今年第2季高速運算營收占43%,AI相關應用即包含在內,輝達急單報到,加上
近期iPhone 14 Pro與Pro Max等高階機種熱銷,台積電掌握全數最新A16晶片代工訂單,
為營運增添更多柴火。
https://reurl.cc/oQX63V
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