Re: [新聞] 急轉彎! 龍科3期驚傳「台積電放棄設廠」
看來大局已定…
不過…過去3年擴廠速度太快
管理層(甚至於全球Foundry)有意識要稍微冷靜放緩
所以到14A節點的事
可能還沒那麼急
畢竟寶山、台中、高雄
各有4、4、6座giga fab的規劃了
依據目前情勢
大概是
寶山F20 25Q1 run N2
高雄F22 25Q4-26Q2 run N2P
台中…26年之後的事,然後視情況放N2P or 14A?
其實就跟CECA說的一樣
寶山時程明確;
高雄時程會視景氣需求伺機而動,但蓋廠明確;
台中就比較中程發展…會更難捉摸了
但單一地主,台積一定會要地
那龍潭的位置就尷尬了一點
但如果龍潭不蓋了
這樣接下來台灣哪裡還有地呢
該不會會再回防台南的南科三期或四期吧?
還是嘉義?
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4是 mass production, Q1一定要ramping
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※ 編輯: michiangchen (39.14.18.231 臺灣), 10/14/2023 18:03:25
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所以後面很看市場狀況 才會那麼詭譎多變
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※ 編輯: michiangchen (39.14.18.231 臺灣), 10/14/2023 18:48:22
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