台积电到处买厂，大力扩产

半导体行业观察11-19 09:08

如果您希望可以时常见面，欢迎标星收藏哦~来源：内容来自经济日报，谢谢。台积电传将与群创扩大厂区合作，业界昨（18）日盛传，台积电因先进封装产能供不应求，将持续向群创购置旧厂，同时也将承租部分厂区用于营运生产需求，冲刺先进封装产能高速成长目标。台积电、群创都未证实消关传闻。群创股价昨天不畏台股下跌196点，逆势收红，终场涨0.1元、收15.4元。台积电昨天股价收1,025元、下跌10元。台积电今年...

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收藏哦~来源：内容来自经济日报，谢谢。台积电传将与群创扩大厂区合作，业界昨（18）日盛传，台积电因先进封装产能供不应求，将持续向群创购置旧厂，同时也将承租部分厂区用于营运生产需求，冲刺先进封装产能高速成长目标。台积电、群创都未证实消关传闻。群创股价昨天不畏台股下跌196点，逆势收红，终场涨0.1元、收15.4元。台积电昨天股价收1,025元、下跌10元。台积电今年8月以171.4亿元买下群创南科四厂，命名为先进封测八厂（AP8），预计2025年第2季就可装机，为CoWoS先进封装新产能投产做准备。群创董事长洪进扬先前在法说会上表示，出售南科四厂，除了售厂价格外，也考虑售后能为双方带来何种新商机。台积电购入群创南科四厂拍板后，市场10月即传出台积电有意再购入群创旧厂，不过台积不评论市场传闻。由于客户需求强劲，台积电先进封装的扩产方向相当明确，台积电董事长魏哲家曾在法说会上预告，CoWoS当前产能严重供不应求，台积电自身努力扩产，并携手封测伙伴希望2025年至2026年达到供需平衡。面对先进装产能远远不足，市场盛传台积有意再买群创南科七厂。近日再传出，群创南科五厂将在明年第2季清空交给台积电，至于群创竹南厂也将出租给台积电使用。对此，群创发言系统昨日重申，不评论市场臆测。半导体设备业者透露，台积电积极扩充先进封装产能是为了满足大客户苹果布局边缘AI需求，因此相中群创比邻南科四厂的七厂。两大厂区共计50公顷。据指出，台积电已买下的群创南科四厂5.5代厂区共12公顷，群创南科七厂为7.5世代厂，厂区近38公顷，若台积电能买下，可大幅扩充先进封装产能。供应链分析，台积电买面板厂房改建，要比自行兴建至少省下一年时间。据了解，群创经营层对出售七厂一直无法达成共识，但不反对出售较低世代的面板厂。然而买家并不中意群创其它较小的厂区，认为不敷使用需求。被英伟达追着跑在台积电负责先进封装CoWoS（把芯片堆叠起来并封装于基板上）的侯上勇，是成大材料系毕业四十年的校友，他的职务是台积电高效能封装整合处处长，在台积电研发组织中担任吃重角色。侯上勇很诚实地表达了台积电内部在先进封装的发展近况，可以说是“每天都被客户追着跑，完全停不下来。”他说，他在2021年回成大演讲时，当时讲CoWoS没人有反应，但没想到2022年底ChatGPT推出后，CoWoS就开始爆红，直到现在，台积电内部还是忙成一团，不断要建新厂，满足客户需要。侯上勇说，先进封装本来不是台积电的菜，但辉达执行长黄仁勲告诉台积电，辉达的目标就是每年更新一款产品，功能要double（翻倍）。如今客户要求的、来询问的，都是以前没有听过的，挑战愈来愈大，感觉口袋都要被掏空了，因为变化实在太快了。他也说，先进制程与封装，最大的挑战就是异质整合，全部东西放在一个锅里煮，但这些放进去煮的都是骄客、贵客，不能砸坏了，各种材料、设备都要想办法配合，要赶快做出来给客户，因此也逼着很多供应链，要跟着台积电一起跑。谈到未来的发展机会，侯上勇说，从之前的整合式扇出型封装（InFO），再到CoWoS的十年大爆发，接下来SoIC的3D堆叠还要再大力发展，还有硅光子也是续势待发，另外紧凑型通用光子引擎（COUPE）技术机会也很看好。至于有关面板技术（Panel tech）有些不确定性，还没开始做，但这些事已经够大家忙很久了。另外他也提到，目前台积电主要投资的产能，都是集中在CoWoS中的前段CoW部分，光是这个部分就已被客户赶到做不出货来了。言下之意是，其他专业封测厂仍有很多机会可以发展CoWoS的后段基板封装，市场供应仍然是不足的。至于讲到竞争同业的情况，别人会如何追赶台积电等问题，侯上勇则说，其实也不用看别人在哪里，只要自己拼命往前跑就是了。最后，侯上勇做了四个简单结论，一是CoWoS是满足AI及高运算芯片（HPC）需求的重点2.5D技术。二是CoWoS-L将是让芯片发挥尺寸缩小但增加特色的一匹战马。三是CPO（共同封装光学元件）伴随COUPE光学引擎并以CoWoS封装起来的技术，将推动芯片每瓦功能达到新里程碑。第四是，基础设施及供应商支持是去除芯片升级瓶颈的关键。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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