韓媒:三星3奈米良率"已臻完美"、台積電 - 工程師
By Caroline
at 2023-01-10T21:29
at 2023-01-10T21:29
Table of Contents
作者: enouch777 (雷) 看板: Stock
標題: [新聞] 韓媒:三星3奈米良率"已臻完美"、台積電
時間: Tue Jan 10 13:18:02 2023
原文標題:韓媒:三星3奈米良率"已臻完美"、台積電僅有50%
原文連結:https://m.moneydj.com/f1a.aspx?a=ebf1a8ad-637a-4947-b9ab-5daacbdb9812
發布時間:2023/01/10 08:07
記者署名: 記者 郭妍希 報導
原文內容:韓媒直指,三星電子(Samsung Electronics Co.)的3奈米製程良率已大幅拉高,
台積電(2330) 3奈米良率其實只有50%、而非市場謠傳的85%。
《韓國經濟日報》9日引述業界消息報導,三星去(2022)年領先全球量產3奈米製程晶片,這
批晶片出貨的對象是一家中國IC設計商,當時市場猜測三星3奈米製程的良率維持在10%左右
。
一名三星資深高層受訪時表示,目前三星第一代3奈米製程良率「已臻完美」(a perfect le
vel),第二代3奈米晶片的研發行動也立刻展開。
3奈米是三星首度應用旗下第一代「環繞式閘極」(gate-all-around;GAA)結構電晶體的製
程技術。相較之下,台積電的3奈米晶片則繼續使用現有的「鰭式場效」(Fin Field-Effect
Transistor;FinFET)結構電晶體。
台積電量產3奈米晶片的時間點比三星落後約6個月。蘋果(Apple Inc.)據傳是台積電3奈米
製程技術的第一個客戶。台媒傳出,台積電3奈米製程良率已多達85%、高於三星。
不過,韓國經濟日報引述南韓業界消息指出,台媒傳出的良率數字太誇張,考慮到台積電的
量產及出貨給蘋果的時程,良率最多應該只有50%。
三星老將示警:南韓絕不能輸掉全球晶片戰
曾在三星工作過30年的南韓國會議員梁香子(Yang Hyang-ja) 2022年12月接受彭博電視專訪
時曾表示,晶片攸關國安,如今全球晶片戰已然開打,南韓若能奪得科技霸權,就能在任何
跟國安有關的議題(例如外交、國防等)取得領先,不必受其他國家左右。除非政府加碼提出
獎勵,否則會有更多南韓企業把大型生產線移至美國、並帶走最優秀的工程師。在各國紛紛
呼籲台積電把生產基地從台灣分散出去之際,梁香子說,「三星電子是全球唯一一家能替代
台積電的業者。」
在梁香子的帶領下,南韓國會2022年12月通過韓版晶片法案,旨在加速都會區建設工廠的審
核程序,同時增設科技專門學院。另外,國會也通過初步法案,為投資半導體設備的大企業
提供8%的抵稅優惠(仍遠低於梁香子原先提議的20~25%)。
(圖片來源:三星電子)
心得/評論:
前幾天都有看到媒體報導台積3奈米良率85%
今天韓媒說只有50%
三星3奈米良率「已臻完美」是多少呢?有業內專業人士可以回答嗎?
昨天台積外資大買大漲,今天還是有漲。韓媒是不是又在唬爛呢?
--
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