台積電2奈米新廠可能落腳中科十五廠旁 - 股票
By Adele
at 2020-08-13T16:26
at 2020-08-13T16:26
Table of Contents
台積電2奈米新廠可能落腳中科十五廠旁
1.原文連結:
https://bit.ly/3fXcmnn
2.原文內容:
市場傳出,台積電正在覓地為未來的2奈米製程生產做準備,有意在台中中科十五廠旁建
置新廠。但該公司不予評論。
從台積電在台灣的先進製程布局,7奈米製程生產基地在中科十五廠,5奈米製程則在南科
十八廠,均已量產。另外,3奈米製程預計落腳在南科十八廠,規劃於2021年試產,2022
年下半量產。至於建2奈米新廠,台積電預計在台中的中科十五廠旁邊覓地百公頃。至於2
奈米製程方面,台積電仍在技術研究階段,預計切入環繞閘極(GAA FET)技術,量產時
程仍未公布,但推估可能在2025年。同時,為因應擴產先進製程生產線,台積電計劃發行
至多40億美元的公司債券以擴大生產。
至於,台積電計畫在美國亞歷桑納州設立5奈米新廠,預計2024年量產。
而台積電的先進封測廠也緊鄰先進奈米製程工廠,於新竹、台中、台南及桃園龍潭。
陸廠以高薪挖角台積電人才
日經亞洲評論引述消息人士指出,陸廠為發展先進奈米製程,過去一年多以來,以高薪從
台積電共挖走100多名資深工程師和經理。2019年以來,大陸新成立的武漢弘芯半導體製
造、泉芯集成電路製造(濟南)等鎖定台積電人才積極挖角,提供待遇為台積電年薪和獎
金的2至2.5倍,以衝刺12奈米和14奈米製程項目。
對此,台積電表示公司近年人員流動率皆在5%之內,未來將會持續留才跟育才計畫。
即使中國政府及大基金皆積極扶植本土半導體產業,但是中國的晶片人才仍然極度不足,
人才不足也是半導體發展的瓶頸。其實,要培養這些人才也真的需要時間,非短期間可速
成。
隨著中國市場崛起,中國晶片市場2019年高達2130億美元佔全球晶片市場之50%,中國已
成為全球最大晶片市場。然而,IC晶片自主率僅6.1%。現在,由於,川普政府對中國採取
技術封鎖,許多先進半導體設備及晶片無法核准賣給中國半導體製造廠及終端品牌業者使
用。市場推估中國半導體製造能力仍落後台積電約兩到三代,至少5年以上。
3.心得/評論:
傳言台積電有興趣在台中建置新廠,擴大產線,為2奈米布局,並有機會在2025年開始大
量生產2奈米製程。
--
1.原文連結:
https://bit.ly/3fXcmnn
2.原文內容:
市場傳出,台積電正在覓地為未來的2奈米製程生產做準備,有意在台中中科十五廠旁建
置新廠。但該公司不予評論。
從台積電在台灣的先進製程布局,7奈米製程生產基地在中科十五廠,5奈米製程則在南科
十八廠,均已量產。另外,3奈米製程預計落腳在南科十八廠,規劃於2021年試產,2022
年下半量產。至於建2奈米新廠,台積電預計在台中的中科十五廠旁邊覓地百公頃。至於2
奈米製程方面,台積電仍在技術研究階段,預計切入環繞閘極(GAA FET)技術,量產時
程仍未公布,但推估可能在2025年。同時,為因應擴產先進製程生產線,台積電計劃發行
至多40億美元的公司債券以擴大生產。
至於,台積電計畫在美國亞歷桑納州設立5奈米新廠,預計2024年量產。
而台積電的先進封測廠也緊鄰先進奈米製程工廠,於新竹、台中、台南及桃園龍潭。
陸廠以高薪挖角台積電人才
日經亞洲評論引述消息人士指出,陸廠為發展先進奈米製程,過去一年多以來,以高薪從
台積電共挖走100多名資深工程師和經理。2019年以來,大陸新成立的武漢弘芯半導體製
造、泉芯集成電路製造(濟南)等鎖定台積電人才積極挖角,提供待遇為台積電年薪和獎
金的2至2.5倍,以衝刺12奈米和14奈米製程項目。
對此,台積電表示公司近年人員流動率皆在5%之內,未來將會持續留才跟育才計畫。
即使中國政府及大基金皆積極扶植本土半導體產業,但是中國的晶片人才仍然極度不足,
人才不足也是半導體發展的瓶頸。其實,要培養這些人才也真的需要時間,非短期間可速
成。
隨著中國市場崛起,中國晶片市場2019年高達2130億美元佔全球晶片市場之50%,中國已
成為全球最大晶片市場。然而,IC晶片自主率僅6.1%。現在,由於,川普政府對中國採取
技術封鎖,許多先進半導體設備及晶片無法核准賣給中國半導體製造廠及終端品牌業者使
用。市場推估中國半導體製造能力仍落後台積電約兩到三代,至少5年以上。
3.心得/評論:
傳言台積電有興趣在台中建置新廠,擴大產線,為2奈米布局,並有機會在2025年開始大
量生產2奈米製程。
--
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