蘋果擔心斷鏈 傳協調美國供應疫苗給台積 - 股票

By Poppy
at 2021-05-24T13:31
at 2021-05-24T13:31
Table of Contents
原文標題:蘋果擔心斷鏈 傳協調美國供應疫苗給台積電
原文連結:https://ec.ltn.com.tw/article/breakingnews/3544198
發布時間:2021/05/24 13:11
原文內容:
美商蘋果(Apple)是晶圓代工龍頭台積電(2330)的大客戶,台積電也是蘋果的獨家供
應商,台積電近日有1名工程師受另一伴傳染而染疫,今業界傳出,蘋果唯恐台積電生產
晶片會有斷鏈之虞,欲協助美國供應輝瑞或莫德納(Moderna)疫苗給台積電及員工家屬
注射,不過,台積電不回應業界傳言。
蘋果是台積電5奈米先進製程的主要客戶,根據台積電去年財報揭露,最大客戶去年貢獻
台積電新台幣3367.75億元營收,年增幅36.22%,占台積電總營收比重高達25%。此最大客
戶就是蘋果。
隨著台灣本土疫情延燒,台積電上週六有1名員工確診。台積電指出,該員工已入院進行
妥善診治,公司確認他曾近距離接觸者約10餘人,也於當日離場並進行為期14日居家隔離
,目前皆無不適症狀。台積電強調,此事件不影響公司營運。台積電轉投資桃園廠也有1
名員工確診。
今半導體業界傳出,蘋果唯恐台積電生產晶片會有斷鏈之虞,欲協助美國供應輝瑞或莫德
納(Moderna)疫苗疫苗給台積電及員工家屬注射,不過,台積電不回應業界傳言。業界
認為,美國車商缺晶片,催促台灣與台積電救急,蘋果幫忙協調美國挪移苗合情合理,但
要給單一企業,恐要台灣政府單位點頭,且其他供應商也需要。
心得/評論:
蘋果大哥比台灣政府還著急
而台積電還是老樣子:不回應
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