Re: [新聞]美國:台積造的晶片最後跑到中國對台導彈裡
我談一下現實情況。
第一,軍用IC不需要多高級的製程,F22的計算系統還沒我們的手機計算能力強,但是
軍用IC需要高可靠性能在惡劣環境下運行的封裝、甚至最高級的宇航級IC能夠在
宇宙射線的環境下正常工作。
第二、大陸的軍用電子系統目前基本都已經國產化了,我舉幾個例子,第一是北斗導航
系統,北斗一代的核心電子系統都是歐洲進口的,比如原子鐘,比如CPU,北斗二代開始
原子鐘是一半國產一半進口,大陸有兩個企業研發出了Rb原子鐘和Cs原子鐘,北斗二代
後期開始使用宇航級封裝的龍芯CPU,中芯代工生產的。去年下半年開始北斗三代衛星
實現100%國產化,目前北斗衛星在軌四十多顆。再比如美國政府前些年對一家軍隊
大學和一家國防研究所進行了制裁,因為這兩家研發了當時世界最快和第二快的超級計
算機,國防科技大學的星河二號和江南計算所的太湖,制裁確實延緩了後續超級計算機
的開發,但是不就兩個單位就改用國產的飛騰和申威CPU了,最終產品依然是世界前五。
大陸這邊的中低端FPGA和DSP企業也很多,軍用不需要高端的產品,需要的是特殊封裝的
高可靠性產品。
第三,大陸的軍用產品幾乎都是中芯國際和華虹半導體代工的,不使用台積電代工。
中芯國際前幾年弄出28nm製程後就保證能夠生存了,挖來梁孟松後,14nm的試產也
成功了,預計12月或明年1月開始量產,軍用和中低端民用肯定夠了。
第四,其實美國讓台積電對大陸企業斷供,主要目的還是打擊民用市場。
※ 引述《kyle5241 (Kyle Korver)》之銘言:
: 1.媒體來源:
: WCCFTECH
: 2.記者署名
: Rohail Saleem
: 3.完整新聞標題:
: TSMC’s Semiconductors Ending up in Chinese Missile Guidance Systems Aimed at
: Taiwan, as per U.S. Officials
: 美國官員說:台積電生產的半導體最後會跑到中國對台導彈的導航系統中
: 4.完整新聞內文:
: According to Financial Times, the Trump administration has been pressing
: Taiwan to restrain the Taiwan Semiconductor Manufacturing Company (TSMC)
: (TPE:2330), the world’s largest contract chipmaker, from selling its
: semiconductors to Huawei – the Chinese telecoms and tech behemoth at the
: epicenter of the ongoing Sino-U.S. trade war – and to institute firmer
: technology export controls vis-a-vis China.
: 過去一年,川普不斷地施壓台灣去限制台積電對中國的出口
: Over the past year, Washington’s officialdom has repeatedly conveyed to the
: Taiwanese government the urgency of curbing TSMC’s continuing sale of
: sensitive components to Chinese entities in general and Huawei in particular.
: The driving force behind this concerted push stems from the widespread belief
: in Washington that China has been, for some time now, engaging in an
: ever-increasing pace of technology transfer from the civilian sector to the
: military one. This, in turn, has given rise to the Trump administration’s
: concerns that China is able to procure the required sensitive components for
: its military through the commercial civilian trade.
: 華盛頓不斷地傳達管制台積電繼續銷售中國的急迫性。因為中國不斷地的加速把技術
: 從民間轉移到軍用。
: Last month, a U.S. official informed Taiwanese diplomats that the
: semiconductors produced by TSMC and then procured by Huawei, were ending up
: in Chinese missile guidance systems aimed at Taiwan, as per the reporting by
: Financial Times.
: 上個月,美國官員告訴台灣外交人員,台積製造給華為的半導體,已經跑到了中國
: 對準台灣的飛彈導航系統裡面了。
: "US officials often have conversations with Taiwan interlocutors about the
: security and end-use of their technology supply chains. We have similar
: general export control and non-proliferation conversations with many partners,
: ” the official said.
: 美國官員不斷地跟台灣講要對安全和它們科技的終端使用進行管制,美國也有同樣
: 類似的出國限制措施。
: “In this particular case, we have a partner that is under a direct military
: threat from China, and is also one of the few places that produce certain
: technologies China needs to support its military ambitions.”
: 在這個特例裡,我們的夥伴最面對中國直接的軍事威脅,但它又幫中國製造中國
: 所需要的武器
: Of course, this conversation has been occurring in the wider context of the
: Sino-U.S. trade war that has seen reprisals and counter moves from both
: sides. Earlier in June, the U.S. Commerce Department added the Chinese tech
: behemoth Huawei to the Entities List over national security concerns and for
: violating U.S. sanctions on Iran (read our related coverage here). The step
: bars Huawei from seeking sensitive components from American companies without
: a prior approval from Trump administration. Thereafter, in August, the Trump
: administration barred the use of federal grants for the purchase of
: telecommunications equipment from five Chinese entities including Huawei.
: The blacklisting of Huawei has disproportionately benefited TSMC. According
: to Randy Abrams, the head of regional semiconductor research at Credit
: Suisse, China accounted for about 20 percent of TSMC’s revenue in the third
: quarter of 2019 with Huawei constituting almost half of that proportion. This
: means that Huawei was directly responsible for about 10 percent of TSMC’s
: total revenue in the quarter. Consequently, given the lucrative financial
: stakes involved, industry experts remain skeptical that Washington can force
: Taiwan’s hand in this matter. Randy Abrams believes that “if the Taiwan
: government were to force TSMC to drop Huawei as a customer, the stock market
: would react unfavorably.”
: 目前中國佔台積電20%的營收,其中華為就佔了10%
: Though Taipei has declined to directly comment on this matter, the
: spokesperson for Taiwanese President has said that “Taiwan’s technology
: industry strictly respects international rules and continues to co-operate
: with major countries including the US.”
: 5.完整新聞連結 (或短網址):
: https://tinyurl.com/y3gjp5vz
: ※ 當新聞連結過長時,需提供短網址方便網友點擊
: 6.備註:
: 想到之前有個中國笑話
: 世界上最大的半導體製造公司在哪?在中國,在中國的台灣
: 老實說中國的導彈上的晶片,沒什麼意外應該也都是台積造的
: 這樣想想好像還真的有管制的理由
: 要不然就是把同樣的技術用在台灣的導彈上
: 台積電變成LBJ了嗎?
--
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※ 文章網址: https://www.ptt.cc/bbs/Gossiping/M.1573011315.A.CA7.html
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