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Back中芯國際最新文件揭露:梁孟松仍任聯合CEO並獲股份獎勵
中芯國際最新文件揭露:梁孟松仍任聯合CEO並獲股份獎勵
NEWS
自由时报1 hour agoBusiness3 min readChinaView translation

中芯國際最新文件揭露:梁孟松仍任聯合CEO並獲股份獎勵

梁孟松雖淡出公開場合,但仍為中芯先進製程核心人物,時代雜誌點出其技術追趕面臨設備與良率挑戰

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曾任台積電研發大將的梁孟松,雖已逾四年未出席中芯國際公開業績會,但最新半年報顯示其仍擔任聯合CEO,並於今年四月獲授限制性股份。儘管獲時代雜誌列入AI百大影響力人物,中芯在美國出口管制下,仍面臨先進製程成本與良率的嚴峻挑戰。

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Why It Matters

梁孟松於2017年加入中芯國際,被視為推動先進製程的關鍵人物。中芯國際目前受美國出口管制影響,無法取得最先進的晶片製造設備。

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梁孟松鮮少公開露面,中芯最新文件揭其動向。

曾任台積電研發大將、後投奔中國中芯國際的梁孟松,已超過4年未再出現在中芯公開業績會出席名單,引發外界對其動向關注。最新文件顯示,梁孟松仍擔任聯合CEO,今年4月更獲授8萬181個限制性股份單位(RSU),顯示他雖淡出公開場合,仍是中芯推進先進製程的核心人物。不過,《TIME》(時代雜誌)最新專文也點出中芯追趕先進製程的殘酷現實,技術仍遠遠落後台積電,在無法取得先進設備下,不僅成本更高,良率也面臨挑戰。

梁孟松2017年投奔中國,加入中芯擔任聯合CEO,被視為中芯推進先進製程的重要人物。2020年底,中芯宣布蔣尚義回鍋擔任副董事長,梁孟松一度提出辭職,引發市場關注,最後並未離開中芯;2021年11月,他辭去中芯執行董事職務,但繼續擔任聯合CEO。

梁孟松此後逐漸淡出中芯公開業績活動。2022年5月13日,中芯舉行第一季業績說明會,官方《投資者關係活動記錄表》仍將梁孟松與董事長高永崗、聯合CEO趙海軍等人列入出席名單。

但到了同年8月的第二季業績說明會,梁孟松已未出現在列席高層名單。此後,中芯公開業績說明會主要由趙海軍、郭光莉及吳俊峰等高層出面,即使到了2026年8月最新一場第二季業績說明會,列席名單仍不見梁孟松。

科技媒體DIGITIMES早在2023年5月報導中芯先進製程發展時,就曾注意到梁孟松長時間沒有公開露面。

不過,中芯最新文件顯示披露梁孟松動向。2026年半年報中,他仍與趙海軍共同擔任聯合首席執行長。截至今年6月底,梁孟松持有普通股、購股權及限制性股份單位等權益合計約136萬股,占公司已發行股本約0.016%。

今年4月1日,中芯又向梁孟松授予8萬181個限制性股份單位,相關股份將分批取得,時間最長延續至2028年。

值得注意的是,梁孟松雖然長期鮮少公開露面,《時代雜誌》(TIME)8月27日公布2026年「TIME100 AI」百大影響力人物時,仍將他列入「領導者(Leaders)」類別,身分標示為中芯國際聯合CEO。

《時代雜誌》人物介紹提到,在美國出口管制下,中芯無法取得最先進設備,仍持續利用較舊設備推進製程,梁孟松參與帶領相關技術發展。TIME並提及中芯N+3製程、華為Kirin 9030及Ascend 950PR AI加速器。

然而,《時代雜誌》同時指出,中芯N+3的電晶體密度仍落後台積電與三星,以舊設備持續微縮也面臨成本與良率挑戰。

Open Questions

  • 梁孟松未來是否會完全退出中芯國際管理層?
  • 中芯國際在缺乏先進設備下,如何解決良率與成本問題?

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