
台積電董事長暨資深半導體分析師楊應超表示,即使對於全球最大晶片代工廠台積電,建造和投產一座新晶圓廠也需數年時間,特斯拉執行長馬斯克規劃在德州建造的Terafab半導體製造廠項目需5至10年才能實現,短期至中期內不會對台積電產生影響。
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半導體製造業具有高技術門檻和巨額資金需求,許多跨國公司曾嘗試進入但失敗,例如IBM半導體業務最終被售予格芯。
初次上稿10-14 22:00
更新時間10-15 07:00
即使對於全球最大的晶片代工製造商台積電來說,建造和投產一座新的晶圓廠也需要數年時間。(路透)
〔財經頻道/綜合報導〕特斯拉執行長馬斯克計劃在美國德州建造一座大型半導體製造廠Terafab,科克蘭資本董事長暨資深半導體分析師楊應超表示,該項目在短期至中期內不會對台積電產生影響,因為此類項目需要5到10年才能實現。
在台北舉行的一個論壇間隙,楊應超在接受記者採訪時表示,建立一家領先的晶片代工廠非常複雜。楊指出,即使對於全球最大的晶片代工製造商台積電來說,建造和投產一座新的晶圓廠也需要數年時間。
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楊指出,過去許多跨國公司都曾試圖進入半導體製造領域,但由於該行業的技術壁壘高、資金需求巨大而失敗。他以自己之前工作過的IBM半導體業務為例,指出該業務最終被出售給了格芯。
楊表示,如果領導特斯拉和SpaceX等公司的馬斯克成功建造晶片製造廠,可能需要5到10年才能投入營運,並補充說,該項目在短期或中期內對台積電「絕對沒有影響」。
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AI outlook — possibilities, not facts
特斯拉Terafab半導體製造廠將在5至10年後投入營運
Possible · Within years
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