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Back韓廠壓力大！韓媒：台積電跨足記憶體恐全碗端走AI晶片供應業務
韓廠壓力大！韓媒：台積電跨足記憶體恐全碗端走AI晶片供應業務
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自由时报1 hour agoBusiness2 min readChinaView translation

韓廠壓力大！韓媒：台積電跨足記憶體恐全碗端走AI晶片供應業務

台積電應輝達要求評估3D DRAM技術，恐對三星與SK海力士構成競爭挑戰

台積電輝達3D DRAM

Quick Look

據《The Information》報導，台積電正應輝達要求評估3D DRAM製造計畫。若成功，台積電將能整合GPU、記憶體與封裝供應鏈，此舉可能對韓國記憶體大廠三星電子與SK海力士構成長期競爭壓力。

AI-generated summary

Why It Matters

台積電目前專注於晶圓代工，而韓國三星與SK海力士則在DRAM與HBM記憶體領域佔據主導地位。

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美國科技媒體《The Information》披露，台積電應輝達要求，考慮跨足先進記憶體領域。對此，韓國《首爾經濟日報》7日指出，如果台積電成功生產記憶體，這意謂一家公司就可以包辦從GPU、記憶體製造到封裝等所有業務，進而使台積電控制整條供應鏈，而無須依賴外部記憶體供應商，對三星電子與SK海力士將構成嚴峻挑戰。

《The Information》報導，台積電近期開始評估製造3D DRAM計畫，其可能的選項包括興建一座記憶體廠，或收購現有設施，並加以改造成製造廠。台積電目前尚未對是否投資、投資金額以及何時投產做出決定。

台積電正進行評估的3D DRAM技術是將記憶體單元垂直堆疊，以提高儲存密度，此結構與三星電子及SK海力士專精的高頻寬記憶體（HBM）技術有別，後者是堆疊DRAM晶片，以提高資料傳輸速度。

《首爾經濟日報》指出，自主生產記憶體將進一步強化台積電在AI晶片供應鏈的影響力。輝達的GPU目前由台積電生產，而其搭載的HBM則由SK海力士、三星等其他公司供應。如果台積電成功生產記憶體，一家公司可能包辦從GPU製造到記憶體與先進封裝業務，這將使其得以控制從GPU製造到記憶體到先進封裝整個供應鏈。

報導說，該發展中長期來看，可能使韓國記憶體廠面臨競爭挑戰。晶片產業長期以來涇渭分明：台灣主導代工服務，韓國主導記憶體。台積電在代工領域已建立壓倒性的競爭力，但尚未直接跨足記憶體生產。相較之下，三星與SK海力士在DRAM與HBM上已累積豐富的技術與量產經驗。

如果台積電進軍記憶體領域，現有客戶就可以從單一供應商取得記憶體與代工服務，恐衝擊韓企的議價能力。台積電將其客戶從代工與先進封裝擴大到記憶體，將是韓廠面臨的另一風險。

不過，韓廠地位短期內不太可能被撼動，因為垂直堆疊記憶體單元尚有一些技術障礙待解決，可能需要幾年的時間才能實現穩定的良率與量產系統。而三星電子、SK海力士以及美商美光也正研發該技術，使台積電難以快速縮小技術差距。

Open Questions

  • 台積電是否會正式啟動3D DRAM投資計畫？
  • 技術障礙何時能克服？

Related Topics

台積電
Organizations輝達三星電子SK海力士
Places台灣韓國
Topics輝達3D DRAM記憶體三星電子SK海力士供應鏈
This article was originally published by 自由时报.

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