美傳封殺陸半導體
Date: 2018-06-29
News Type:
美國強烈阻擋中國大陸2025年全力發展自主製造大計,等於封殺中國大陸最亟欲發展的DRAM、IC設計等領域。此舉也將引發中國大陸加快自主研發腳步,短期中國大陸在驅動IC等技術門坎較低的芯片能量可能快速崛起。
業界人士指出,中國大陸近年重點發展半導體,鎖定包含DRAM在內的芯片業、封測業、代工業等為主,企圖打造完整的產業鏈。川普此次出手,是美國強力阻攔中國大陸偷取美國DRAM技術,包括對於知識產權與營業秘密的動作。對缺乏相關技術的陸廠而言,此舉將提高中國大陸內存自主產出的難度。
IC設計方面,美國擁有英特爾、高通、超威、輝達、德儀等廠商,還有已將總部移到美國的博通,掌握計算機中央處理器、手機芯片、繪圖處理器、網通芯片、模擬芯片等各領域的龍頭廠。業界分析,美方阻攔陸廠收購美資IC設計業者,等於讓陸廠「無法走快捷方式」,進而在高階IC、如手機芯片等領域佈局腳步受影響,短期內要追上聯發科等台灣指標廠更難。 (新聞來源: 經濟日報)
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