传联电将出售8吋晶圆厂

半导体行业观察09-30

如果您希望可以时常见面，欢迎标星收藏哦~来源：内容来自自由时报，谢谢。晶圆代工厂联电以生产利基型逻辑产品为主，除了四座12吋晶圆厂之外，更拥有7座8吋晶圆厂。业界传出联电洽谈出售8吋晶圆厂，联电则回应“不评论市场传言”，但指出，其中1座8吋厂将准备先试产化合物半导体的氮化镓（GaN）。联电7座8吋晶圆厂有6座坐落在竹科，另1座在中国苏州的和舰，12吋厂分别在南科、新加坡、中国厦门联芯与日本，8吋...

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收藏哦~来源：内容来自自由时报，谢谢。晶圆代工厂联电以生产利基型逻辑产品为主，除了四座12吋晶圆厂之外，更拥有7座8吋晶圆厂。业界传出联电洽谈出售8吋晶圆厂，联电则回应“不评论市场传言”，但指出，其中1座8吋厂将准备先试产化合物半导体的氮化镓（GaN）。联电7座8吋晶圆厂有6座坐落在竹科，另1座在中国苏州的和舰，12吋厂分别在南科、新加坡、中国厦门联芯与日本，8吋到12吋厂的制程技术涵盖0.5微米至28/22奈米。其中，28/22奈米占联电第二季营收比重达33%居最高，65奈米占15%营收比重居次，40奈米与90奈米各占12%。联电表示，第三季整体产能利用率平均为70%，12吋产能利用率高于公司整体平均值，8吋则低于公司平均值。从财报显示，联电7座8吋厂月产能超过36万片，若以产能利用率60%估算，等于月产出近22万片晶圆，闲置机台设备仍不少。业界认为，尽管联电8吋厂设备折旧都已摊提完毕，但每年汰旧换新、设备与厂务等保养维修、人力与电力都是营运成本，联电评估8吋厂另谋出路恐是迟早之事。联电季报也显示，今年资本支出33亿美元中，虽然约仅有5%支用在8吋厂，但换算也等于1.65亿美元（约新台币52.78亿元）。业界传出联电洽谈出售8吋晶圆厂，联电回应“不评论市场传言”，但指出，已在开发8吋化合物半导体的氮化镓（GaN）技术，将会先从其中1座8吋厂先试产，至于何时试产看市场状况而定。联电要加油了!曾几何时，岛内晶圆代工厂是台积电、联电两强争霸，号称晶圆双雄，但如今提到晶圆代工，台积电几乎是代名词，联电完全被边缘化，从股价来看，联电只剩台积电零头，令股东不胜唏嘘。联电跟台积电早期营运策略有相当大的不同，联电衍生出很多子公司，尤其是IC设计公司，让经理人出去创业各有一片天，目前当红的联发科、联咏已是个中翘楚，联电对半导体的贡献也算功不可没，只是联电把资源、人力都分散出去，母公司变相成为投资控股公司，本业晶圆代工的投资减少，跟台积电在本业上的差距也越拉越大。台积电之前专注在晶圆代工领域，不断投资本业，持续向更先进的制程迈进，直到中后期才投资世界先进、并陆续成立创意、精材、采钰等公司，但这些投资没有IC设计公司，而是可以协助客户的IP（硅智财）、封测公司，秉持着不跟客户抢生意的原则，规模越做越大。最近一项统计，联电在晶圆代工的营收已被中国中芯半导体超越，变成第四，后面追兵也近了，虽然英特尔找上联电合作，联电也积极到海外投资，但面临中国成熟制程的崛起，联电本业怕是岌岌可危。不过今年很多高股息ETF把联电纳入成分股，使得今年3月以来联电的投信买盘将近80万张，成为联电股价这段期间还能上涨13%的主要助力，但联电股东可曾想过，假如联电只能当高股息成分股，是不是代表未来成长的动力趋缓，因为台积电从来不是高股息ETF成分股，同一时间股价大涨50%，况且如果联电没有这些ETF买盘，股价是涨是跌还很难说。所以联电高层应该要多加油，从股价是台积电1/2，经过20年变成1/20，差距越拉越大，营运如果再没有作为，股东恐怕会琵琶别抱！","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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