业者卯劲拼扩产 晶片2024年恐过剩?
晶片
(台北24日讯)受到疫情冲击,全球陷入晶片荒,但在业者卯起来拼扩产情况下,全球科技业的供应链问题正在迅速转变为需求问题,未来恐变成供过于求。
有晶圆代工业者透露,新产能将于2023年开始放量,示警2024年产能海啸恐到来。
台积电积极在海外扩产,除了在美、日盖新厂外,德国厂则在评估阶段,近期再传出新加坡官方有意邀请台积电在当地增设厂区,台湾厂区等扩产计划也如火如荼进行中。
DIGITIMES报道,台积电其实并没有前往德国等其他国家扩产的理由,分析该公司拥有各项成本都是最低廉的台湾优势。
报道进一步指出,2023年晶圆代工新产能陆续开出,预估2024、2025年来到量产高峰,台积电再新增扩产计划,恐拉高产能闲置风险,届时需求若未如预期,恐怕不只是产能过剩,甚至扩大为海啸等级。
外资大摩警告,除了台积电之外,所有晶圆代工厂的下半年的产能利用率都会下降,客户可能违反长期协议并消减晶圆订单,或者出现晶片库存被注销的状况。
大摩先前强调,如果未来冠病疫情得到控制,随着一些提供服务的行业恢复,对科技商品的需求可能会逐渐下降。
为了因应2021年的高度需求,此前制造商一直急于补货,而这种紧迫性在过去的一个月达到了高峰,大多数行业的库存水平,已经高于供应链危机前的长期平均水平。
新闻来源:中时新闻网
https://www.enanyang.my/%E5%9B%BD%E9%99%85%E8%B4%A2%E7%BB%8F/%E4%B8%9A%E8%80%85%E5%8D%AF%E5%8A%B2%E6%8B%BC%E6%89%A9%E4%BA%A7-%E6%99%B6%E7%89%872024%E5%B9%B4%E6%81%90%E8%BF%87%E5%89%A9
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