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據報三星湧入14nm以上中國晶片客 接單表現超預期
阿思達克 11-20 09:46
據台灣傳媒報道,美國封殺中芯國際(00981.HK)的舉措加快了轉單情況,三星電子、台積電(TSM.US)及聯電等亦已開始受惠,當中三星近月14nm以上製程大單湧入,產能利用率亦逐季上升。

報道引述半導體行業人士指,近期新增客戶不少是來自內地的晶片業界,主要因為近年三星和中國半導體產業因中美、日韓衝突升溫,加上內地自主晶片研發與市場規模不斷增加,帶動訂單湧入三星並帶動14nm以上接單表現超預期,彌補了7nm以下先進製程利潤較低的情況。

報道指台積電一直以來獲內地廠商青睞,但報價較三星貴,加上中國本地去美國化情況加劇,令公司處境尷尬,故中國晶片業界亦開始轉向與三星合作。

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