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据报三星涌入14nm以上中国晶片客 接单表现超预期
阿思达克 11-20 09:46
据台湾传媒报道,美国封杀中芯国际(00981.HK)的举措加快了转单情况,三星电子、台积电(TSM.US)及联电等亦已开始受惠,当中三星近月14nm以上制程大单涌入,产能利用率亦逐季上升。

报道引述半导体行业人士指,近期新增客户不少是来自内地的晶片业界,主要因为近年三星和中国半导体产业因中美、日韩冲突升温,加上内地自主晶片研发与市场规模不断增加,带动订单涌入三星并带动14nm以上接单表现超预期,弥补了7nm以下先进制程利润较低的情况。

报道指台积电一直以来获内地厂商青睐,但报价较三星贵,加上中国本地去美国化情况加剧,令公司处境尴尬,故中国晶片业界亦开始转向与三星合作。

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