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Back南亞科擬在屏東科學園區擴建半導體廠，投資規模達數千億元
南亞科擬在屏東科學園區擴建半導體廠，投資規模達數千億元
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自由时报1 hour agoBusiness2 min readChinaView translation

南亞科擬在屏東科學園區擴建半導體廠，投資規模達數千億元

南亞科台積電屏東科學園區

Quick Look

南亞科計畫在屏東科學園區擴建半導體廠，投資規模估達數千億元，將導入10奈米等級先進製程及EUV設備，受台積電半導體供應鏈專區帶動，園區基礎設施將於今年底前完工，雲林虎尾園區因水資源限制失利。

AI-generated summary

Why It Matters

南亞科為台塑集團旗下DRAM大廠，此次擴建案為其歷年最大科技版圖擴張，目標是切入次世代DRAM及客製化市場，並導入10奈米等級先進製程及EUV設備。屏東科學園區近年來因台積電半導體供應鏈專區落腳而發展加速，基礎設施將於今年底前完工。

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台積電半導體供應鏈專區擇定屏東科學園區後，園區發展加速，今年底前屏科公共建設將完工，預計今年中有7家台積電半導體廠務供應鏈與聚合國際屏科廠動土。（資料照）

〔記者高嘉和、吳柏軒/綜合報導〕台塑集團旗下DRAM大廠南亞科跨出北部的史上最大建廠案將拍板。先前傳出在「雲林虎尾產業園區」與「屏東科學園區」之間拉鋸，最新消息指出，綜合評估產業群聚效應與基礎設施等條件後，首波擴廠優先選定屏東科學園區；國科會預計10月1日召開科學園區審議會正式拍板此案，為南部半導體S廊帶再添重磅生力軍。

南亞科投資計畫估達數千億元規模，被視為是台塑集團歷年來最大的科技版圖擴張案。目標是全面切入次世代動態隨機存取記憶體（DRAM）以及客製化市場，並計畫導入10奈米等級（如1B、1C）先進製程及極紫外光（EUV）設備。

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據透露，屏東科學園區之所以能脫穎而出，台積電是關鍵因素；台積電先前已宣布在屏科啟動全台首座「半導體供應鏈專區」建設，占地約28公頃。

台積電在屏科不僅將設立多元服務中心與驗證實驗室，更直接帶動帆宣、華懋科技、安葆電能等7家關鍵的廠務與設備供應鏈夥伴進駐。

對南亞科而言，台積電已建立在地建廠生態系，無論是高階廠房的無塵室建設、特用化學品供應，還是後續的設備維護，都能就近獲得強大的技術支援，可大幅縮短南亞科新廠試產時程。

原本呼聲較高、且距離台塑麥寮六輕大本營較近的「雲林虎尾產業園區」，卡關關鍵傳是半導體廠命脈的「水資源」。

12吋先進記憶體晶圓廠的製程需要耗費極龐大的純水。但虎尾產業園區在地理與法規上屬於「嚴重地層下陷區」，中央與地方對於地下水抽取與整體水資源分配的管制極度嚴格；若南亞科選址於此，每日動輒數千至上萬噸的用水需求，必須向經濟部水利署提出極為嚴苛的「用水計畫書」。

除了審查曠日廢時，法規還可能要求南亞科必須導入超高比例的廢水回收系統，或被迫承擔高昂的再生水與海淡水成本，甚至在枯水期面臨供水不穩的營運風險。

一手掌握經濟脈動 點我訂閱自由財經Youtube頻道

What to Watch

AI outlook — possibilities, not facts

  • 國科會將於10月1日召開科學園區審議會，正式通過南亞科在屏東科學園區的擴廠案

    Likely · Within days

  • 屏東科學園區的半導體供應鏈專區將帶動更多廠商進駐，提升區域產業聚集效應

    Likely · Within months

Open Questions

  • 南亞科擴廠的具體投資金額是多少？
  • 新廠預計何時開始試產？
  • 屏東科學園區的水資源供應是否足以支援大型半導體廠？
  • 國科會審議會將於何時正式通過此案？

Related Topics

南亞科
People高嘉和吳柏軒
Organizations台積電帆宣華懋科技
Places屏東科學園區雲林虎尾產業園區台灣
Topics台積電屏東科學園區半導體DRAM雲林虎尾產業園區水資源
This article was originally published by 自由时报.

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