三星模糊回應赴美設新廠 韓媒:陷兩難局面 - 股票

By Jake
at 2021-01-25T15:18
at 2021-01-25T15:18
Table of Contents
1.原文連結:
https://reurl.cc/KxAmay
2.原文內容:
三星模糊回應「赴美設新廠」韓媒:三星陷入兩難局面
MoneyDJ新聞 2021-01-25 13:55:50 記者 李彥瑾 報導
先前媒體消息傳出,南韓半導體巨頭三星電子(Samsung Electronics)有意斥資170億美元,
在美國建造一座新的晶圓廠。對此,三星官方回應採取模糊態度,韓媒分析認為,原因是三
星面臨兩難的抉擇,以致舉棋不定。
《華爾街日報》日前報導,美國祭出巨額的獎勵扶持資金,試圖振興本地半導體製造業,促
使三星考慮投資170億美元赴美打造另一座晶圓廠,設廠地點可能落腳在亞利桑那州、德州
或紐約州。
知情人士指出,三星是否會落實這項計畫,關鍵在於美國政府提供的補貼資金,是否比其他
國家更具吸引力,足以抵銷美國相對較高的生產成本。
《BusinessKorea》報導,三星對外發佈的官方回應,並未直接承認或否認這項計畫。分析
人士研判,這反映三星陷入兩難局面,追趕台積電的必要性、Intel代工訂單仍是未知數、
中美貿易爭端三大因素攪局,讓三星對於在美設新廠必須審慎再審慎。
三星最大競爭對手台積電進軍美國設廠,也令三星坐立難安。去年5月,台積電宣佈將砸120
億美元在亞利桑那州設廠,預計於2024年完工,月產能可達2萬片晶圓。
三星在德州奧斯汀設有一座晶圓廠,自1998年開始量產,但目前以生產14奈米產品為主,贏
得高階晶片訂單的空間因此受到壓縮。業界專家指出,三星還得考量其他風險因素,包括
Intel的訂單需求可能低於預期。Intel已決定將南橋晶片組外包給三星,由奧斯汀晶圓廠負
責生產,而GPU生產則交給台積電,預計使用4奈米製程技術。
但與此同時,三星必須避免過度投資。2020年,三星已規劃投資10兆韓圜,在平澤2號工廠
設立EUV生產線。2020年10月,平澤3號工廠破土動工,耗資約30兆韓圜。
2012年12月,三星曾宣佈投資39億美元擴建奧斯汀晶圓廠,但當時的主要客戶蘋果(Apple)
選擇將訂單交給台積電,導致三星遭遇極大挫折。
3.心得/評論:
有沒有美國爸爸發call訊要你去,三星不敢去的八卦??
三星這步棋若走錯 廠蓋到一半到時Intel再抽單,你頭洗一半直接被砍頭
當然我更不相信Intel跟Apple會把三星當戰略夥伴啦
三星發動Dram削價戰搞美光的事老美最好會忘記
硬要三星去設廠只是演給台GG看得吧~
--
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