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Back精材與台積電簽逾7年產能外包協議!發債150億建中科廠、2029年量產
精材與台積電簽逾7年產能外包協議!發債150億建中科廠、2029年量產
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自由时报20 minutes agoBusiness1 min readChinaView translation

精材與台積電簽逾7年產能外包協議!發債150億建中科廠、2029年量產

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半導體封測廠精材與台積電簽訂長達7年的產能外包協議,將於台積電中科廠建置產線,第一期預計2029年量產。精材並計畫發債籌資150億元以支應初期產能建置需求。

AI-generated summary

Why It Matters

精材為半導體封測廠,此次與台積電深化合作以因應全球HPC晶片強勁產能需求。

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半導體封測廠精材(3374)今(13)日公告,董事會決議通過與台積電(2330)簽訂長達7年的產能外包協議,深化長期策略合作關係,雙方將於先進封裝後段製程展開合作。精材計畫發債籌資150億元,於台積電中科廠建置產線,由精材負責生產及相關營運,第一期產線規劃2029年量產。

精材表示,此次合作主要為深化與台積電的長期策略夥伴關係,共同滿足全球高效能運算(HPC)晶片強勁的產能需求。隨著AI、HPC及資料中心應用快速普及,市場對先進封裝技術產能需求呈現結構性成長,精材將透過台積電的支持,投入生產設備及自動物料搬運系統(AMHS)等資本支出,並負責製造與產線營運。

精材指出,將結合自身封測營運經驗,在台積電先進封裝技術與製造能力支援下,確保新產線的技術規範、品質及良率符合台積電與全球頂尖客戶的要求,成為先進封裝供應鏈中oS模組的生力軍。雙方產能外包協議期間自2026年11月13日起至2033年12月31日止。

此外,精材董事會也通過辦理發行新台幣150億元轉換公司債,以支應初期產能建置需求。

What to Watch

AI outlook — possibilities, not facts

  • 第一期產線2029年量產

    Very likely · Within years

Open Questions

  • 第一期產線確切產能規模為何?
  • 發債細節與利率為何?

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