台積電2330的未來? - 股票
By Suhail Hany
at 2018-05-27T15:23
at 2018-05-27T15:23
Table of Contents
中芯沒起來主要不是專利問題, 台積擁有的專利如果能阻卻後來者,就不會有之前摩爾定
律到頭要被追趕的新聞產生,也不會有台積要去大陸設廠的問題,其實晶圓製造很大一部分
的專利在機台上,看看之前股版紅極一時的漢微科。台積電強大的地方是相同的機台,靠著
不同的recipe,工廠流程硬生生幹爆所有競爭對手良率跟效率,所以綜觀這幾年,幾乎沒看
到其他廠被用專利卡住的新聞,都是台積機密疑似被竊取,然後xx 28nm就加入競爭行列。
大陸中芯已經失敗了20年,台積頭號叛將老梁去年也過去,加上大陸政策朝向必須在大陸生
產的晶片一定比例才能販賣的,等到中芯晶片堪用的時候,搞不好大量投產中芯的就是聯發
科,幾乎是可遇見的未來。只是看大陸還會在延續失敗五年或者十年的問題,但是今年的芯
片門事件搧了中國一個重重的耳光,個人認為會加速流程的縮短,可能台灣晶圓代工美好光
景只剩下這10年了.
--
律到頭要被追趕的新聞產生,也不會有台積要去大陸設廠的問題,其實晶圓製造很大一部分
的專利在機台上,看看之前股版紅極一時的漢微科。台積電強大的地方是相同的機台,靠著
不同的recipe,工廠流程硬生生幹爆所有競爭對手良率跟效率,所以綜觀這幾年,幾乎沒看
到其他廠被用專利卡住的新聞,都是台積機密疑似被竊取,然後xx 28nm就加入競爭行列。
大陸中芯已經失敗了20年,台積頭號叛將老梁去年也過去,加上大陸政策朝向必須在大陸生
產的晶片一定比例才能販賣的,等到中芯晶片堪用的時候,搞不好大量投產中芯的就是聯發
科,幾乎是可遇見的未來。只是看大陸還會在延續失敗五年或者十年的問題,但是今年的芯
片門事件搧了中國一個重重的耳光,個人認為會加速流程的縮短,可能台灣晶圓代工美好光
景只剩下這10年了.
--
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