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Golden Member
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引用:
Chip CEOs urge US to mull effects of curbs on China
2023-07-24
https://www.taipeitimes.com/News/bi...7/24/2003803634
During the discussion on Monday, Gelsinger told Sullivan, US Secretary of State Antony Blinken
and other officials that further restricting what his company does in China puts at risk a key Biden
policy of bringing back chip production to the US, the people said.
Without orders from Chinese customers, there will be much less need to go ahead with projects
such as Intel’s planned factory complex in Ohio, the executive said, according to the people.
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如果沒有中國訂單
就沒有必要繼續進行intel計劃在俄亥俄州建造的半導體工廠
新聞中沒有說是誰的話
但有些媒體自己說是intel
甚至直接說是intel CEO說的
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聯電 18 年來最大轉型計畫：承認弱點、放棄先進製程，反而重新擦亮招牌
2021-09-13
https://www.managertoday.com.tw/articles/view/63769
聯電放棄先進製程
說法是自己弄出來後
市場已經開始降價
研發投入成本回收週期更慢
所以到14nm就沒再繼續研發了
12nm也不過是14nm的改款
GF放棄可能也是類似理由
台積電不買High-NA EUV
可能是出於市場接受度
提高代工價格
卻沒有足夠多的買家
畢竟自己的EUV足夠優秀
不一定能勸說自己的客戶轉用High-NA EUV
本來市場的變數就足夠大了
現在又多美國逐漸緊縮的政策
縮頭可能都有一刀
還要人伸頭往前?
也難怪廠商投入會越來越小心
廠商營收減少
研發投入減少
科技進步更慢
消費者也蒙受其害
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