[新聞] 台積電海外生產 要客戶分擔成本
原文標題:台積電海外生產 要客戶分擔成本
原文連結:https://udn.com/news/amp/story/7240/7908654
發布時間:2024-04-19 01:26
記者署名:經濟日報 尹慧中、蘇嘉維
原文內容:
談到海外布局,台積電(2330)總裁魏哲家昨(18)日表示,美國、日本,以及歐洲皆按
照進度持續推動,考量海外生產成本更高,希望客戶一起分擔成本,也已和客戶討論海外
廠生產價值,客戶同意分擔更高的成本。
分析師追問海外廠區產品訂價議題。魏哲家回應,價格策略是機密,僅有公司與客戶知道
,但海外生產確實面臨人力、電價等成本較高問題,加上又受大環境通膨影響,因此,台
積電已經開始跟客戶討論價格。
魏哲家表示,台積電海外布局取決於客戶需求及政府支持,並確保台積電長期毛利率目標
可達53%以上。
魏哲家昨日更新台積電海外廠區進度,美國部分,亞利桑那州第一廠將如期於2025上半年
量產4奈米製程;第二座廠按日前宣布的計畫,除了3奈米,也增加2奈米製程,預計2028
年量產;第三座廠預計提供2奈米或更先進製程技術。
日本熊本廠目標今年第4季量產,已與合資夥伴宣布在日本設立第二座特殊製程技術晶圓
廠,規劃2024年下半年開始興建、2027年底生產。
至於歐洲廠,魏哲家說,德國德勒斯登廠將如期於2024年第4季開始建廠。
心得:所以大家不用擔心海外廠的問題 美德廠出的晶圓應該也會賣比較貴以cover高成本
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