紅潮洶湧 中芯12吋大擴產

【大家健康悅讀電子報】提供健康資訊、親子教育及有趣的兩性話題,讓你幸福養生,健康、樂活每一天! 如何為4∼7歲的孩子挑書?漸進式親子共讀,可培養孩子專注力?快看【信誼奇蜜4-7歲育兒報】的精彩內容。

無法正常瀏覽圖片,請按這裡看說明   無法正常瀏覽內容,請按這裡線上閱讀
新聞  健康  財經  追星  NBA台灣  udn部落格  udnTV  讀書吧  

2016/11/04 第3820期  |  訂閱/退訂  |  看歷史報份

資訊科技頭條 紅潮洶湧 中芯12吋大擴產
半導體業 矽晶圓價格回暖 太陽能族進補
台積如虎添翼 10奈米拚Q4投產
手機晶片追單 台積High
高通逆襲 聯發科壓力浮現
中科擴建環差過關 台積利多
資訊產業 合勤控子公司 推雲端解決方案
網際網路 台灣跨螢網購 晚上11點最熱

今日財經頭條

紅潮洶湧 中芯12吋大擴產
記者林宸誼/綜合報導/經濟日報
大陸最大晶圓代工廠中芯國際昨(3)日宣布,在深圳新設12吋晶圓生產線,預計明年底投產,初期月產能4萬片。中芯近期快速擴張12吋產能,10月中旬甫於上海蓋廠,昨天又宣布在深圳建新廠,擴大市占企圖心明顯。

半導體業者指出,中芯是大陸半導體產業指標企業,近期大動作擴張,短期內雖然不至於撼動台積電晶圓代工龍頭地位,但大陸官方傾全力發展半導體業,喊出「2025中國製造」,中芯將扮演要角,後續仍要留意對聯電、格羅方德等晶圓代工廠訂單的影響。

另外,據國際半導體協會(SEMI)數據,2016、2017 年新建的12吋廠至少有19 座,其中十座都在大陸,顯示當地已成為國際大廠集結的重要據點,國際大廠進駐大陸蓋12吋廠,不僅可享有土地、租稅等優惠,更可就近搶食當地快速起飛的商機,值得關注。

除了三星、英特爾、SK海力士與華力微、中芯等廠商,包含台積電、格羅方德、聯電等也如火如荼展開新12吋廠新建工程,傳出或已簽約的興建計畫也不在少數,大陸未來兩年將迎來12吋廠興起潮。

路透報導,中芯新聞稿指出,配合物聯網時代對於積體電路晶片大規模的需求,中芯深圳將在現有廠區已建好的廠房內,啟動建設一條12吋晶圓生產線,產品方向定位於主流成熟技術。

該項目計畫2016年底開工,目前一些相關二手設備已採購完成,屆時將根據客戶需求擴充產能,預期目標產能將達每月4萬片晶圓。

近期中芯迅速推動產能擴張,10月中旬才宣布在上海新建一座12吋廠,僅隔一周又在天津工廠擴充8吋晶圓產能,預計完成後,天津廠將成為世界上單體規模最大的8吋晶圓生產線。

OFweek電子工程網訊報導,中芯董事長周子學10月13日在上海浦東舉行12吋新廠生產線奠基儀式上強調,這是中芯第一條14奈米生產線,未來將再發展10奈米、7 奈米製程,預計2017年底完工、2018 年正式投產。

周子學表示,上海12吋新廠初期月產能約7萬片,與台積電南京廠以16奈米導入,技術屬同一世代。

 

半導體業

矽晶圓價格回暖 太陽能族進補
記者鐘惠玲/台北報導/聯合晚報

本周太陽能報價持續走揚,有矽晶圓業者預估,如果延續目前每周的漲幅,最快到11月底時,開始會轉為有利潤。這對於綠能(3519)、中美晶(5483)、昱晶(3514)旗下昱成、國碩(2406)等業者而言,算是有利局面。

雖然太陽能整體價格持續看升,但由於第4季上半季售價大致仍虧錢,因此矽晶圓與電池業者整季能否獲利,還有待觀察下半季的價格走勢而定。

根據PVinsights最新資料,目前太陽能矽晶圓報價,從之前每片不到0.6美元,高效多晶矽晶圓每片均價已提升至0.647美元,一般多晶矽晶圓也達0.639美元。另外,台製電池價格,本周均價也來到每瓦0.227美元。

矽晶圓業者認為,依照目前多晶矽與矽晶圓的價格,只要每片均價超過0.7美元,就有機會轉為獲利。

現階段昱成產能全開,法人預估該公司毛利率應已轉正,對於母公司昱晶將有助益。

 

台積如虎添翼 10奈米拚Q4投產
記者謝佳雯/台北報導/經濟日報
台積電昨(3)日對於中科台中園區擴建用地擴建環差案通過,表達高興之意。

台積電中科15廠原本主力製程為28奈米,但台積電規劃納入10奈米和7奈米,與南科廠的5奈米併列為先進製程的重要生產基地,但因為10奈米使用的材料與28奈米不同,因此向環保署申請環境差異分析審查。

台積電的中科15廠環差報告在昨日獲得環保署初審通過後,近期就可望在環評大會過關,代表10奈米和7奈米將可依既定計畫進行,令原本在先進製程聲勢就看漲的台積電如虎添翼。

就半導體三強的進度來看,雖然三星已對外宣布10奈米正式量產,但外界仍在觀察最重要的良率表現究竟如何;而台積電則預定第4季投產,明年第1季量產,聯發科可望是首批量產客戶。

雖然英特爾仍未說明具體的10奈米量產和產品上市時間點,但外界預期,其10奈米產品的量產時間還是可能落在明年下半年,比台積電和三星的時程晚。

至於7奈米部分,台積電預定明年第1季進行風險性試產,明年第4季投片。

 

手機晶片追單 台積High
記者謝佳雯/台北報導/經濟日報
全球手機晶片龍頭高通(Qualcomm)以兩款中階處理器反撲,並向代工廠追單,成為台積電明年第1季28奈米產能持續吃緊的原因之一。

高通主力市場為智慧型手機,隨著市場開始步入高原期,加上大客戶蘋果的基頻晶片訂單遭到英特爾分食,三星、華為亦自製手機晶片,影響最高階晶片驍龍800系列的表現,因此積極轉進中階市場,擴大與聯發科的戰線。

攤開高通的新品戰容,第4季主要以驍龍(Snapdragon)625(產品代號為MSM8953)和653(產品代號是8976Pro)兩款八核心中階處理器反擊,前者是使用三星14奈米LPP製程,後者則在台積電以28奈米HPM製程生產。

目前高通光是憑著這兩款晶片,就拿下OPPO第4季至明年第1季主打的R9s和R9s Plus訂單,而今年出貨目標1億台的OPPO,內部對明年態度更加積極,端出1.3億台以上的高標。

手機晶片供應鏈指出,在大客戶態度積極之下,高通也向台積電追單,帶動台積電28奈米的產能利用率持續吃緊,到明年第一季都還是處於爆滿狀態,甚至傳出內部正在評估是否有擴產的必要。

 

高通逆襲 聯發科壓力浮現
記者謝佳雯/台北報導/經濟日報
手機晶片供應鏈指出,今年前三季較處於劣勢的高通(Qualcomm)第4季展開逆襲,以驍龍(Snapdragon)625和653兩款中階處理器奪下OPPO、Vivo等中國大陸手機品牌客戶訂單,聯發科不僅第4季市占率恐下滑,對明年第1季的衝擊將更明顯。

今年智慧型手機出現升級潮,加上大客戶OPPO、Vivo等又相當爭氣,且聯發科產品策略成功,帶動旗下中高階手機晶片曦力「Helio」P10(產品代號為MT6755)和中階晶片「MT6750 」一路熱銷,且持續缺貨到年底。

不過,中國移動自10月起僅針對提供Cat 7的機種給予補貼,而聯發科的Cat 7產品要等到明年第1季量產的10奈米曦力X30才會就緒,高通趁隙端出14奈米的S625和28奈米的S653晶片搶進中階市場,在第4季至明年第1季攻城掠地。

手機晶片供應鏈指出,高通的S625和S653兩款處理器,主要是對上聯發科的曦力P系列晶片,包括P20和P25等,但以客戶端開案情況來看,高通因為有Cat 7加持,且採用三星14奈米製程的S625性能表現優異,目前略勝一籌。

目前除了已更換為高通晶片的OPPO旗下R9s和R9s Plus已上市外,其餘手機廠的新品應該也會在明年第1季前陸續量產搶市,屆時,高通在中國大陸的市占率可望持續上揚,但聯發科的市占率則會相對滑落。

聯發科副董事長暨總經理謝清江已於上周的法說會上坦言,受到產品未支援Cat 7影響,第4季的市占率確實會下降。法人認為,從客戶端開案情況來看,聯發科在明年第1季市占率可能還是會再下滑一些,第2季表現要視X30的開案情況而定。

【編譯劉忠勇、記者謝佳雯/綜合報導】高通(Qualcomm)在新晶片上反撲聯發科,業績展望部分,高通預期,本季營收將落在57億美元到65億美元,季減7%到成長5%,優於聯發科第4季財測,高通市占上升可望延續到明年第1季,聯發科市占壓力不小。

高通在止於9月25日的會計年度第4季中,淨利為16億美元,每股純益1.07美元,不計部分項目的每股獲利為1.28美元,優於分析師所估的1.13美元。營收成長13.3%至61.8億美元,優於分析師所估的58.5億美元。

高通並預測,止於12月的會計年度第1季營收將在57億至65億美元之間 ,不計部分項目的每股獲利為1.12至1.22美元。彭博調查分析師意見預估營收為6.15億美元,每股獲利為1.22美元。

 

中科擴建環差過關 台積利多
記者江睿智/台北報導/經濟日報
環保署昨(3)日初審通過中科台中園區擴建用地環境差異分析報告,並可望於近期獲環評大會通過;此舉有利台積電加速興建10奈米至7奈米製程產能,鞏固其晶圓代工龍頭地位,為對抗英特爾與三星兩大勁敵增添屏障。

台積電董事長張忠謀日前向新政府喊話:「發展新產業,不要忘了半導體產業。」中科台中園區擴建用地是台積電發展先進製程的重要據點,此次擴建環差案火速通過,業界解讀是新政府給台積電的正面回應。

為台積電量身訂做的中科台中園區擴建用地(原大肚山彈藥分庫)開發案,已於2015年2月獲環評大會通過,台積電並已完成第一期開發及啟用新廠,現進入第二期開發。

經過一年多以來,隨著半導體製程技術日新月異,台積電為引進新製程,使用化學品項目及數量與當初環評有所差異,因此中科提出環差分析,昨日獲初審通過。

中科台中園區擴建,用地有53公頃,台積電使用32公頃用地,將發展10奈米至7奈米製程,力抗英特爾、三星兩大勁敵。環評審查期間雖遭遇環團抗爭,但台積電積極承諾協助減排,於去年2月通過環評。

中科管理局長陳銘煌昨日指出,中科台中園區擴建用地總共有兩家大廠進駐,除了台積電第一個廠已經完工,巨大亦將在此興建營運總部,已於9月下旬動土,預計兩年內完工進駐。

在去年2月通過的環評結論,原提出可能使用或排放的化學物質有152種,經危害確認後具毒理資料可納入健康風險評估有36種,致癌物有乙醇,乙醛、砷、鎳等四種。

 

資訊產業

合勤控子公司 推雲端解決方案
記者馬瑞璿/台北報導/聯合晚報
合勤控(3704)旗下合勤科技今天宣布推出Nebula雲端網路解決方案,以自動供裝、雲端統一集中管控、隨需付費三大特色一次解決IT人力、維護、成本問題,並可滿足企業未來擴展需求,積極搶進中小企業市場。

合勤表示,Nebula雲端網路解決方案涵括無線分享器(AP)、交換器(Switch)及網路安全閘道器(Gateway)三條產品線,為國內首家能提供無線、有線、資安一站式解決方案的網通品牌。

 

網際網路

台灣跨螢網購 晚上11點最熱
記者彭慧明/台北報導/經濟日報
台灣消費者熱愛網購,晚上11點更是成交「黃金時段」。人工智慧與精準行銷業者沛星互動科技(Appier)研究發現,在亞洲11國家中,台灣消費者偏愛在不同的硬體上看不同廣告,同時在多螢幕間轉換,每周三是看新品的高峰期。

Appier營運長李婉菱指出,台灣消費者使用電腦與手機「同步成長」,兩項設備的使用時間都大幅增加,沒有「黃金交叉」,是亞洲國家中極為特殊的現象,傳統數位行銷者可能要改變「上班用電腦、下班用手機」的概念。

以不重複裝置的使用頻率來看,台灣消費者不分性別,使用智慧型手機、平板與PC的高峰時段都是在周日。

而一天中各種裝置的使用時段趨勢,智慧型手機、平板與PC的使用量在晚上7時後開始攀升,三種裝置的使用量在晚上11時達到高峰;也是網購族「最好買」的時段。

 

《奇異博士》的導演竟然是……
由班乃狄克康柏拜區領銜主演的《奇異博士》,讓人百思不得其解的地方,就在於本片的導演,竟然是長期拍攝恐怖片的史考特德瑞克森,究竟漫威影業想要透過導演做出什麼突破,亦或是葫蘆裡賣著什麼藥呢?

Korea直飛大邱 發現韓國旅遊新魅力
去過首爾,聽過釜山,你知道大邱在哪裡嗎?!比起其他韓國大城,大邱沒有這麼觀光化,旅遊起來也格外輕鬆自在,非常值得放入說走就走、即刻出發的旅遊名單中。

 

本電子報著作權均屬「聯合線上公司」或授權「聯合線上公司」使用之合法權利人所有,
禁止未經授權轉載或節錄。若對電子報內容有任何疑問或要求轉載授權,請【
聯絡我們】。
  免費電子報 | 著作權聲明 | 隱私權聲明 | 聯絡我們
udnfamily : news | video | money | stars | health | reading | mobile | data | NBA TAIWAN | blog | shopping

Posted in Uncategorized

41 thoughts on “紅潮洶湧 中芯12吋大擴產

  1. A person essentially help to make critically articles I might state. That is the very first time I frequented your web page and to this point? I amazed with the analysis you made to create this particular put up amazing. Wonderful process!

  2. some times its a pain in the ass to read what blog owners wrote but this internet site is real user pleasant! .

  3. Itís truly very complex in this active life to listen news on TV, so I just use world wide web for that purpose, and take the hottest news.

  4. Just wanna state that this is very helpful, Thanks for taking your time to write this.

  5. My spouse and i ended up being now joyful when John could deal with his basic research while using the precious recommendations he made out of the weblog. It is now and again perplexing to just possibly be offering information that people today could have been making money from. And now we acknowledge we’ve got the blog owner to thank for that. The specific illustrations you made, the easy blog menu, the relationships your site help foster – it’s many fabulous, and it is assisting our son and our family reckon that the subject matter is satisfying, which is certainly extraordinarily essential. Thank you for all the pieces!

  6. Ahaa, its pleasant dialogue about this post at this place at this weblog, I have read all that, so now me also commenting here.

  7. I think other web site proprietors should take this website as an model, very clean and wonderful user genial style and design, let alone the content. You are an expert in this topic!

  8. Hello to all, the YouTube film that is posted at at this juncture has in fact nice quality beside with pleasant audio feature

  9. I used to be recommended this web site by way of my cousin. I am now not sure whether this publish is written via him as no one else understand such special about my difficulty. You’re incredible! Thanks!

  10. I am pleased that I observed this blog, exactly the right info that I was looking for! .

  11. I know this web site offers quality dependent content and other stuff, is there any other site which offers these kinds of information in quality?

  12. Hello to all, itís truly a pleasant for me to pay a quick visit this website, it contains valuable Information.

  13. I consider something genuinely interesting about your blog so I saved to fav.

  14. I am glad to be one of the visitors on this outstanding web site (:, appreciate it for putting up.

  15. Thanks for your post. I would love to comment that the very first thing you will need to do is verify if you really need credit improvement. To do that you will need to get your hands on a copy of your credit file. That should not be difficult, since the government mandates that you are allowed to acquire one totally free copy of your actual credit report each year. You just have to request the right individuals. You can either look at website with the Federal Trade Commission or maybe contact one of the leading credit agencies right away.

  16. Hi, I do believe this is a great blog. I stumbledupon it 😉 I’m going to return once again since i have book marked it. Money and freedom is the greatest way to change, may you be rich and continue to guide other people.

  17. Unquestionably consider that which you stated. Your favorite reason seemed to be at the web the simplest factor to keep in mind of. I say to you, I certainly get annoyed whilst people think about concerns that they plainly don’t realize about. You managed to hit the nail upon the highest as well as defined out the entire thing without having side effect , people can take a signal. Will likely be back to get more. Thanks

  18. Hiya, I am really glad I’ve found this information. Nowadays bloggers publish just about gossips and web and this is actually irritating. A good web site with exciting content, this is what I need. Thanks for keeping this site, I will be visiting it. Do you do newsletters? Can’t find it.

  19. I together with my pals have been reviewing the nice advice from your web blog then instantly got a horrible suspicion I had not thanked the web site owner for those tips. My ladies came consequently passionate to read them and already have undoubtedly been having fun with these things. Many thanks for actually being really considerate and for deciding on this kind of terrific things most people are really desirous to learn about. Our own honest apologies for not saying thanks to you earlier.

  20. I’ve read several good stuff here. Certainly worth bookmarking for revisiting. I surprise how much effort you put to make such a magnificent informative web site.

  21. This blog was… how do I say it? Relevant!! Finally I have found something that helped me. Thanks!

  22. Hi to every body, itís my first pay a quick visit of this weblog; this web site includes amazing and genuinely excellent stuff designed for readers.

  23. hello there and thank you for your information – I’ve definitely picked up something new from right here. I did however expertise a few technical issues using this web site, as I experienced to reload the site a lot of times previous to I could get it to load correctly. I had been wondering if your hosting is OK? Not that I’m complaining, but sluggish loading instances times will sometimes affect your placement in google and can damage your high-quality score if ads and marketing with Adwords. Anyway I am adding this RSS to my e-mail and can look out for a lot more of your respective intriguing content. Make sure you update this again soon..

  24. Hmmm, yup no doubt Google is finest in support of blogging however nowadays word press is also good as a blogging for the reason that its Search engine optimization is nice defined already.

  25. Hi there my friends, how is everything? Here it is in fact good YouTube video clips collection. i enjoyed a lot.

  26. Sharing some thing is superior than keeping up-to our self, thus the YouTube video that is posted at this place I am going to share by means of my family and mates.

  27. you have brought up a very wonderful details , thanks for the post.

  28. Iím gone to convey my little brother, that he should also pay a visit this weblog on regular basis to obtain updated from most up-to-date gossip.

  29. Itís going to be end of mine day, but before finish I am reading this impressive paragraph to increase my know-how.

  30. I have observed that of all sorts of insurance, medical health insurance is the most marked by controversy because of the discord between the insurance cover company’s necessity to remain making money and the buyer’s need to have insurance plan. Insurance companies’ commissions on well being plans are extremely low, consequently some businesses struggle to make money. Thanks for the tips you talk about through this site.

  31. Hello there, You’ve done an excellent job. I’ll definitely digg it and personally recommend to my friends. I am sure they will be benefited from this site.

  32. Write more, thats all I have to say. Literally, it seems as though you relied on the video to make your point. You obviously know what youre talking about, why waste your intelligence on just posting videos to your blog when you could be giving us something enlightening to read?

  33. I just want to say I am just newbie to blogging and site-building and really liked you’re web site. Very likely I’m likely to bookmark your website . You actually come with good well written articles. Regards for revealing your blog site.

  34. Hi there, every time i used to check weblog posts here early in the daylight, because i enjoy to gain knowledge of more and more.

  35. Good day! I could have sworn I’ve been to this website before but after reading through some of the post I realized it’s new to me. Nonetheless, I’m definitely happy I found it and I’ll be bookmarking and checking back often!

  36. An impressive share, I just given this onto a colleague who was doing a little evaluation on this. And he in truth bought me breakfast as a result of I discovered it for him.. smile. So let me reword that: Thnx for the deal with! But yeah Thnkx for spending the time to discuss this, I really feel strongly about it and love reading extra on this topic. If attainable, as you turn out to be experience, would you mind updating your blog with extra details? It is highly useful for me. Huge thumb up for this blog submit!

  37. Wonderful post but I was wondering if you could write a litte more on this topic? I’d be very grateful if you could elaborate a little bit more. Many thanks!

  38. I went over this site and I believe you have a lot of fantastic info , saved to favorites (:.

  39. Write more, thats all I have to say. Literally, it seems as though you relied on the video to make your point. You definitely know what youre talking about, why throw away your intelligence on just posting videos to your weblog when you could be giving us something informative to read?

Leave a Reply

Your email address will not be published.

one × 5 =