Tsis ntev los no, tau tshaj tawm tias TSMC thiab SONY npaj yuav tsim cov khoom siv hluav taws xob semiconductor hauv Kumamoto Prefecture, Nyiv, nrog rau tag nrho cov peev ntawm 800 billion yen (kwv yees li 46 billion yuan). Lub chaw tshiab, uas tau teem sijhawm qhib los ntawm 2024, yuav siv TSMC' cov thev naus laus zis siab heev los tsim cov duab sensors thiab semiconductors rau cov tsheb thiab cov neeg hlau ua lag luam.
Nov yog TSMC' qhov thib ob cog tshiab sab nraum Taiwan xyoo no. Thaum Lub Rau Hli, TSMC tshaj tawm tias nws yuav tsim 5-nm 12-nti wafer fab hauv Arizona, nrog kev nqis peev ntawm $ 12 billion.
Ntxiv rau TSMC, lwm cov tuam txhab semiconductor xws li Samsung, Intel thiab Semiconductor Semiconductor International muaj cov phiaj xwm los nqis peev thiab tsim cov chaw tsim khoom loj. Xws li qhov loj thiab muaj peev xwm nthuav dav kuj tseem tsis tshua muaj nyob hauv keeb kwm ntawm kev lag luam semiconductor.
Ntau tshaj $ 225 nphom tau tshaj tawm rau tsib lub fab loj tshaj plaws xyoo no
Raws li cov ntaub ntawv tshaj tawm, TSMC thiab SONY Group tab tom txiav txim siab koom ua ke tsim cov khoom lag luam semiconductor nyob rau sab hnub poob Nyiv. Qhov project' tag nrho cov peev nyiaj tau kwv yees li ntawm 800 billion yen ($ 7 billion), nrog tsoomfwv Nyij Pooj xav tias yuav muab txog li ib nrab ntawm cov nyiaj. Cov nroj tsuag yuav tsim cov khoom siv hluav taws xob rau lub koob yees duab duab sensors, nrog rau cov chips rau tsheb thiab lwm yam khoom lag luam, thiab tau teem sijhawm pib tsim khoom hauv xyoo 2024. Denso, Nyiv' tus tsim khoom loj tshaj plaws ntawm nws pib, kuj xav koom nrog los ntawm, ntawm lwm yam, teeb tsa cov cuab yeej ntawm qhov chaw. Toyota motor Group cov tswv cuab nrhiav cov khoom siv tsis tu ncua ntawm cov chips siv hauv lawv cov tsheb.
TSMC tseem tab tom npaj tsim 5-nm cov kab ntau lawm hauv Arizona nrog kev nqis peev ntawm 12 billion las thiab tau pib tsim kho. Lub fab yuav pib me me, nrog lub peev xwm ntawm 20,000 wafers ib hlis, thiab yuav nthuav dav raws li xav tau.
TSMC tseem aggressively nthuav ntau lawm nyob rau hauv Taiwan. Nws tau tshaj tawm tias TSMC yuav tsim lwm qhov chaw tsim khoom hauv Kaohsiung cheeb tsam, feem ntau yog 7 nano txiav, kev npaj ua ntej los tsim 6 lub chaw tsim khoom hauv zos, thaum ntxov 2023 pib. Qhov kev txav mus los ua raws TSMC' cov lus tshaj tawm tias nws yuav siv $ 100bn kom muaj peev xwm ntxiv rau peb xyoos tom ntej.
Ntxiv rau TSMC, Samsung, Intel, Chip, SMIC thiab lwm lub ntiaj teb loj semiconductor manufacturers muaj kev npaj los nqis peev thiab tsim cov chaw tsim khoom loj. Samsung npaj yuav nqis peev $ 17 nphom hauv Asmeskas los tsim cov txheej txheem siab tshaj plaws los tsim cov khoom lag luam semiconductor thiab tab tom nrhiav ib qhov chaw rau cov chaw cog qoob loo tshiab hauv Asmeskas Intel CEO Pat Kisinger tshaj tawm cov phiaj xwm los tsim ob lub chips tshiab hauv Tebchaws Europe thiab muaj peev xwm nthuav tawm lawv. ntxiv. Thaum Lub Peb Hlis, Intel tshaj tawm tias nws yuav siv nyiaj $ 20 nphom los tsim ob lub tshuab chip tshiab hauv Arizona. Lub tuam txhab tshaj tawm 13% nce hauv kev tsim khoom los ntawm 12 mus rau 90nm kab hauv Tebchaws Meskas, Singapore thiab Lub Tebchaws Yelemees hauv 2022. Lub tuam txhab' s 12-nti chip cog hauv Singapore yuav nce nws cov khoom txhua xyoo los ntawm 450,000 chips. Smic tau tshaj tawm kev tsim kho ntawm peb lub chip cog hauv Beijing, shenzhen thiab Shanghai xyoo no, uas yuav ntxiv peev xwm ntawm 28nm lossis ntau dua thiab tsim 240,000 chips ib hlis. Txog tam sim no xyoo no, TSMC, Samsung, Intel, Microchip thiab SMIC tau tshaj tawm tag nrho cov peev txheej ntawm ntau dua 225 billion US dollars.
Lwm lub ntsiab lus tseem ceeb uas yuav tsum nco ntsoov yog tias qhov kev nqis peev loj no muaj ob qho tib si qib siab thiab paub tab. Ntawm lawv, kev nqis peev ntawm cov txheej txheem siab heev ntawm 7nm thiab qis dua mus txog $ 59 billion, thiab kev nqis peev ntawm cov txheej txheem paub tab ntawm 28nm thiab siab dua tau mus txog $ 19.05 billion. Kuj tseem muaj $ 146.998 billion ntawm fabs nqis peev yam tsis tau tshaj tawm cov txheej txheem peev loj.
Cov nroj tsuag tshiab tshaj tawm los ntawm Samsung thiab TSMC yuav siv cov txheej txheem siab heev xws li 3nm, 5nm thiab 7nm. Samsung tshaj tawm nyob rau lub Tsib Hlis xyoo no tias nws yuav tsim 3nm chip cog hauv Texas nrog kev nqis peev ntawm $ 170 thiab thaj tsam ntawm 4.8 lab square metres, kwv yees li plaub npaug ntawm qhov loj ntawm Austin cog. TSMC tshaj tawm cov phiaj xwm los tsim $ 12 billion 5-nm chip cog hauv Arizona uas yuav tsim 20,000 chips ib hlis. Nyob rau lub Peb Hlis, Intel CEO Pat Gelsinger kuj tau hais hauv kev hais lus tias Intel yuav nqis peev $ 20 nphom los tsim ob lub fab tshiab, uas xav tias yuav loj hlob 7nm lossis ntau dua cov txheej txheem los ntawm 2024.
Cov tuam txhab smIC tshaj tawm tias nws yuav tsim nyob rau hauv Suav teb xyoo no tseem xaiv siv cov txheej txheem ntawm 28nm thiab siab dua. Thaum Lub Peb Hlis, SMIC tshaj tawm kev nqis peev ntawm Rmb15.28bn hauv Shenzhen cog, uas yuav tsim 40,000 wafers ib hlis. Thaum lub Cuaj Hlis smIC tau nqis peev rmb57bn hauv kev koom tes nrog Shanghai' s Lingang Free Trade Zone, uas yuav tsim 100,000 wafers ib hlis.
Fab muaj peev xwm nthuav dav tsis tshaj qhov kev xav tau ntawm kev lag luam
Txawm hais tias muaj qhov tsis txaus ntawm cov chips, nws feem ntau yuav siv sijhawm ob xyoos rau lub Hoobkas wafer mus los ntawm kev pib mus rau ntau lawm. Lub khw yuav zoo li cas ob xyoos tom ntej no? Lub peev xwm tshiab no, ib zaug tso tawm, puas tsim muaj peev xwm dhau?
Chips nrog 7nm thiab cov txheej txheem siab dua yog siv rau hauv CPU, GPU thiab lwm cov chips nrog kev ua haujlwm siab, suav nrog QUALCOMM Snapdragon 888, AMD thiab Nvidia CPU, Nvidia GPU thiab lwm daim npav siab kawg. TSMC' s 5nm chips feem ntau yog siv hauv smartphone Soc, kev ua haujlwm siab, thiab AI.
Ccid kev sab laj, tus kws tshuaj ntsuam loj ntawm liu Tun hauv kev xam phaj nrog" Tuam Tshoj xov xwm hluav taws xob" tus neeg sau xov xwm hais tias, tau txais txiaj ntsig los ntawm 5 g, kev hloov pauv digital, xws li kev lag luam tiam sis, cov neeg siv khoom siv hluav taws xob, 5 g hauv paus chaw nres tsheb, thiab lwm yam kev lag luam yuav nce ntxiv siv 7 nm thiab ntau dua cov txheej txheem ua tiav, cov txheej txheem ua tiav tau zoo heev, yog li yav tom ntej. kev lag luam yeej muaj peev xwm zom tau tshiab fab muaj peev xwm nce ntxiv. Raws li IC Insights, kev lag luam sib faib ntawm cov txheej txheem siab tshaj ntawm 10nm thiab hauv qab no yuav nce los ntawm 10% thaum kawg ntawm 2020 mus rau 29.9% los ntawm 2024. Nyob rau hauv cov ntsiab lus ntawm tag nrho cov kev xav tau ntawm lub ntiaj teb no nti lag luam, qhov kev thov rau cov txheej txheem siab heev. ntawm 10nm thiab hauv qab no yuav ua tiav kev dhia loj.
Wang Xiaolong, ib lub tuam txhab tshawb fawb, hais rau Tuam Tshoj Electronics Xov Xwm hais tias qhov kev nthuav dav ntawm lub peev xwm rau cov txheej txheem siab heev tseem tseem muaj kev saib xyuas thiab tsis tau tshaj qhov kev xav tau ntawm kev lag luam, thiab kev nthuav dav tam sim no yuav tsis ua rau muaj peev xwm dhau.
Liu Tun ntseeg hais tias nyob rau hauv cov ntaub ntawv ntawm ntau thiab ntau pom tseeb foundry foreman nyhuv, chip factories yuav muaj kev sib raug zoo nrog rau sab sauv thiab downstream ntawm cov khoom saw, kev ua lag luam kwv yees yuav raug ntau dua, thiab nws yuav tsis tshua muaj overcapacity. Wang xiaolong kuj tau hais tias lub chaw tsim khoom chip yuav sim cov neeg siv khoom los txiav txim seb lawv qhov kev thov puas yog tiag lossis dig muag ua raws li cov qauv, cov neeg siv khoom' kev thov rov hais dua. Txawm hais tias tus neeg siv khoom overstated, qhov kev pheej hmoo kawg yuav yog los ntawm lub tuam txhab tsim. Cov chips paub tab nrog cov txheej txheem ntawm 28nm thiab siab dua muaj ntau yam kev siv, suav nrog kev tswj fais fab, cov duab sensors, cov khoom siv hluav taws xob, analog chips thiab ntau lwm yam. 28nm thiab saum toj no cov txheej txheem chips nyob rau hauv tag nrho cov khoom siv chips suav rau qhov feem ntau, qhov loj tshaj plaws xav tau hom. Kev muab cov chips los ntawm qhov kawg ntawm 2020 txog tam sim no tsis txaus, cov txheej txheem paub tab yog lub hom phiaj tseem ceeb ntawm kev tsis txaus.
Liu Dong tau qhia hauv kev xam phaj nrog Tuam Tshoj Electronics Xov Xwm hais tias nyob rau theem tam sim no, cov tsheb tab tom txhim kho rau kev siv hluav taws xob, kev sib txuas thiab kev txawj ntse, txhawb kev siv dav hauv tsheb semiconductors xws li fais fab tswj chips, cov khoom siv hluav taws xob, sensors thiab MCU. 5G kev sib txuas lus thev naus laus zis txhawb nqa ntau ntawm cov khoom siv zaus xws li sub-6ghz thiab millimeter-yoj. Xav tau lub hauv paus chaw nres tsheb, cov xov tooj ntse thiab lwm yam khoom siv sib txuas lus kuj tseem tuaj yeem txhawb nqa qhov sib thooj ntawm rf teeb liab, tau ua rau muaj kev xav tau siab rau rf nti, thiab tseem nrog kev tsim kho hauv Is Taws Nem ntawm cov khoom, ntau IoT cov khoom siv kuj tseem muaj. coj mus rau qhov kev thov ntawm MCU, rf nti, feem ntau ntawm cov chips siv cov txheej txheem paub tab, tag nrho, cov txheej txheem paub tab chip lag luam qhov chaw loj heev. Raws li qhov no, kev nthuav dav ntawm 28nm thiab siab dua nti peev xwm kuj yog nyob rau hauv txoj kab nrog kev xav tau ntawm kev ua lag luam, thiab tsis ua rau overcapacity. Rau qhov no, xin Mou tshawb fawb Wang Xiaolong kuj muaj tib qhov kev txiav txim:" cov txheej txheem paub tab sib haum rau cov khoom, thiab cov txheej txheem paub tab qhov sib txawv loj, qhov kev thov ntau dua, yog li kuv xav tias cov txheej txheem kev loj hlob yog loj dua. , yuav tsis ua rau overcapacity."