聯電啟動史上最大漲價
Date: 2018-06-15
News Type:
聯電8吋晶圓代工產能供不應求，近期正式漲價，旗下大陸8吋廠和艦並將啟動三年多來最大規模擴產，幅度達15%。業界透露，聯電這次採「一次漲足」，漲幅達二成，前所未見，加上大動作擴充和艦產能，透露對後市看好。
聯電目前產能利用率約95%，整體訂單能見度約二至三個月，4、5月營收均符合預期，本季營運平穩。該公司去年營收1,492億元台幣，創新高，預期今年全球半導體市場年增率可逾10%。儘管目前聯電仍處於調整體質及產品線階段，使得今年成長力道可能低於整體市場，但仍預期可個位數成長，再寫新猷。
據了解，隨著驅動芯片、指紋辨識、電源管理、MOSFET、微控制器（MCU）等芯片需求強勁，帶來大量8吋晶圓代工產能需求，但目前全球晶圓廠都朝12吋發展，最先進的製程也都在12吋廠生產，8吋廠以成熟製程為主，近年已無新廠加入，但驅動芯片等仍採用成熟製程生產的芯片需求強勁，導致全球8吋晶圓代工廠產線塞爆，呈現供不應求盛況。
因應強勁需求，聯電台灣8吋廠已無空間再擴產，將啟動大陸8吋廠和艦擴產計劃，預計月產能由目前的6萬片提升至7萬片，增幅逾15%，明年第2季完成。聯電強調，近年全球8吋晶圓代工市場需求熱絡，此次擴產，是考慮中長期市場供需狀況後才拍板。這是和艦近三年多以來，首次大動作擴產。 (新聞來源:經濟日報)
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