台积电赴这个国家建厂，差不多定了

半导体行业观察2023-04-10

来源：内容由半导体行业观察（ID：icbank）综合自经济日报，谢谢。台积电供应链透露，近期陆续接获台积电要求提供设备、耗材、厂务设施等出货至德国的初步报价内容。台积电赴美设立亚利桑那州新厂前夕，也曾对供应商提出类似要求，之后便宣布美国新厂计划，业界研判，这次要求协力厂提供赴德报价资讯，意味台积电德国设厂计划应已接近成熟阶段。对于赴德设厂，台积电表示还在评估中，尚未定案。台积电将于下周四（20日）...

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Tangan
2023-04-10
Tangan
Thanks

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304101000148277fe81&s=b><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：内容由半导体行业观察（ID：icbank）综合自经济日报，谢谢。台积电供应链透露，近期陆续接获台积电要求提供设备、耗材、厂务设施等出货至德国的初步报价内容。台积电赴美设立亚利桑那州新厂前夕，也曾对供应商提出类似要求，之后便宣布美国新厂计划，业界研判，这次要求协力厂提供赴德报价资讯，意味台积电德国设厂计划应已接近成熟阶段。对于赴德设厂，台积电表示还在评估中，尚未定案。台积电将于下周四（20日）...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304101000148277fe81&s=b\">Source 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country","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":0.9,"03145":0.6},"content_text":"来源：内容由半导体行业观察（ID：icbank）综合自经济日报，谢谢。台积电供应链透露，近期陆续接获台积电要求提供设备、耗材、厂务设施等出货至德国的初步报价内容。台积电赴美设立亚利桑那州新厂前夕，也曾对供应商提出类似要求，之后便宣布美国新厂计划，业界研判，这次要求协力厂提供赴德报价资讯，意味台积电德国设厂计划应已接近成熟阶段。对于赴德设厂，台积电表示还在评估中，尚未定案。台积电将于下周四（20日）举行法说会，外界预期，除了公布首季财报、营运展望，海外设厂规画进度等，也会是法人关注的焦点之一。外电先前曾披露，台积电已与德国萨克森邦相关单位磋商德累斯顿设厂计划，并已进入最后阶段，主要聚焦于官方补贴。不具名的台积电供应链高层透露，根据业界消息，目前已有多家协力厂接获通知，要求提供出货至德国的初步报价内容。据悉，目前台积电部分供应商仍规划维持在原来厂区生产，再运送到台积电的海外厂区，主要考量欧美地区各种成本都较高，必须等客户在海外的订单量达一定经济规模时，才会考虑前往设厂，改在当地生产。台积电供应链指出，之前台积电要前进美国设厂，也有先征询产品报价。目前的做法是，若出货到台积电位于台湾的各厂区，运费由供应商自行吸收，如果是出货到其海外厂区，则相关空运作业与费用由台积电负担。另一家台积电协力厂私下透露，之前经验是，台积电出面询问到的运费水准，比供应商询价还低廉，所以考量成本效益后就还是交由台积电处理。业界认为，台积电若能顺利前进德国设厂，对于当地政府与业界客户来说，应该是十足的好消息，不但确保所需的半导体产能可在地化生产，还能增加当地就业机会。然而，台积电也必须承担海外设厂高成本压力，以及欧洲人才寻觅不易与工会强势等问题。就成本而言，一家有供应德国汽车业设备的台系业者分析，在德国建厂的成本估计应与美国不相上下，都属于“贵森森”的国家，该公司曾经交出一批急单设备予德国客户，光是包航空货运专机的运费成本，就高达数百万元起跳。另外，台积电无论是前进美国或欧洲设置新厂，同样都会面临人才议题。就德国的劳动与工会环境来说，以台厂过往并购当地企业的经验分析，有成也有败。业界分析，姑且先不论晶圆厂初期建厂成本，与员工薪资福利水准，工作模式能否在当地顺利运行也是个问题。如台积电创办人张忠谋先前提到，在芯片业，要使昂贵的机台全年无休运作，不能随便停工，否则成本会很高。因此，台积电如果德国设厂，是否可招募到人才愿意像台籍员工一样当俗称的“轮班星人”，接受生产线需24小时有人员轮值，是一项考验。目前所知，台积电若要在德国设厂，将会是建立专注于车用技术的特殊制程晶圆厂。先前业界传出相关设厂计划不一定能成局，主要是现在车用芯片产能供不应求的情况已明显缓解，台积电的车用客户可利用其既有厂区的产能。*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。今天是《半导体行业观察》为您分享的第3367内容，欢迎关注。推荐阅读★越来越重要的SerDes★射频芯片，不香了？★巨头造芯，走向台前半导体行业观察‘半导体第一垂直媒体’实时 专业 原创 深度识别二维码，回复下方关键词，阅读更多晶圆｜集成电路｜设备｜汽车芯片｜存储｜台积电｜AI｜封装回复投稿，看《如何成为“半导体行业观察”的一员 》回复搜索，还能轻松找到其他你感兴趣的文章！","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":9942071674,"gmtCreate":1681092341599,"gmtModify":1681092343571,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942071674","repostId":2326659985,"repostType":2,"repost":{"id":"2326659985","kind":"news","pubTimestamp":1681091927,"share":"https://ttm.financial/m/news/2326659985?lang=en_US&edition=fundamental","pubTime":"2023-04-10 09:58","market":"us","language":"zh","title":"TSMC will go to this country to build a factory, it is almost settled","url":"https://stock-news.laohu8.com/highlight/detail?id=2326659985","media":"半导体行业观察","summary":"对于赴德设厂，台积电表示还在评估中，尚未定案。外电先前曾披露，台积电已与德国萨克森邦相关单位磋商德累斯顿设厂计划，并已进入最后阶段，主要聚焦于官方补贴。不具名的台积电供应链高层透露，根据业界消息，目前已有多家协力厂接获通知，要求提供出货至德国的初步报价内容。台积电供应链指出，之前台积电要前进美国设厂，也有先征询产品报价。另外，台积电无论是前进美国或欧洲设置新厂，同样都会面临人才议题。","content":"<p><html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20230410100003228v1979nmj157w8wm\"/>Source: The content is synthesized from the Economic Daily by Semiconductor Industry Observation (ID: icbank), thank you.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>The supply chain revealed that it has recently received requests from TSMC to provide equipment, consumables, factory facilities, etc.<span>shipment</span>Contents of preliminary offer to Germany. On the eve of TSMC going to the United States to set up a new factory in Arizona, it also made similar requests to suppliers, and then announced its plan for a new factory in the United States. The industry judged that this time it asked cooperative factories to provide quotation information for Germany, which means that TSMC's plan to set up a factory in Germany should be close to mature stage.</p><p>Regarding setting up a factory in Germany, TSMC said it is still under evaluation and has not yet finalized the decision. TSMC will hold a legal conference next Thursday (20th). It is expected that in addition to announcing its first-quarter financial report, operating outlook, and the progress of overseas factory planning, it will also be one of the focuses of legal persons.</p><p>Foreign sources have previously disclosed that TSMC has negotiated plans to set up a factory in Dresden with relevant units in Saxony, Germany, and has entered the final stage, mainly focusing on official subsidies. An unnamed TSMC supply chain executive revealed that according to industry sources, a number of cooperative factories have been notified to provide preliminary quotations for shipments to Germany.</p><p>It is reported that at present, some suppliers of TSMC still plan to maintain production in the original factory area and then transport it to TSMC's overseas factories. The main consideration is that various costs in Europe and the United States are relatively high, and they must wait until the customer's overseas orders reach a certain economic scale before they will consider setting up a factory and switching to local production.</p><p>TSMC's supply chain pointed out that before TSMC wanted to set up a factory in the United States, it also asked for product quotations first. The current practice is that if the goods are shipped to TSMC's factories in Taiwan, the freight will be absorbed by the supplier itself. If the goods are shipped to its overseas factories, the related air freight operations and costs will be borne by TSMC.</p><p>Another TSMC cooperative factory privately revealed that previous experience was that the freight level asked by TSMC was lower than the supplier's inquiry, so after considering cost-effectiveness, it was still handed over to TSMC.</p><p>The industry believes that if TSMC can successfully move forward to setting up a factory in Germany, it should be good news for the local government and industry customers. It will not only ensure that the required semiconductor production capacity can be produced locally, but also increase local employment opportunities. However, TSMC must also bear the high cost pressure of setting up factories overseas, as well as the difficulty in finding European talents and strong labor unions.</p><p>As far as cost is concerned, a Taiwanese manufacturer that supplies equipment for the German automobile industry analyzed that the cost of building a factory in Germany is estimated to be comparable to that of the United States, and they all belong to \"expensive\" countries. The company once handed over a batch of urgent equipment to German customers, and the freight cost of chartered air cargo planes alone was as high as millions of yuan.</p><p>In addition, whether TSMC goes to the United States or Europe to set up new factories, it will also face talent issues. As far as the labor and trade union environment in Germany is concerned, based on the experience of Taiwanese factories acquiring local enterprises in the past, there are successes and failures.</p><p>According to industry analysis, regardless of the initial construction cost of the wafer fab and the salary and welfare level of employees, whether the working model can run smoothly locally is also a question. As Zhang Zhongmou, founder of TSMC, mentioned earlier, in the chip industry, it is necessary to keep expensive machines operating all year round, and they cannot be shut down casually, otherwise the cost will be very high. Therefore, if TSMC sets up a factory in Germany, it is a test whether it can recruit talents who are willing to be commonly known as \"shift stars\" like Taiwanese employees, and accept that the production line requires 24-hour rotation of personnel.</p><p>As far as we know, if TSMC wants to set up a factory in Germany, it will establish a special process fab focusing on automotive technology. Previously, it was reported in the industry that the relevant factory plan may not succeed, mainly because the shortage of automotive chip production capacity has been significantly alleviated, and TSMC's automotive customers can use the production capacity of its existing factories.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20230410100005388v197qmc9y6yt0gc\"/>* Disclaimer: This article was originally created by the author. The content of the article is the author's personal opinion. The reprint of Semiconductor Industry Observation is only to convey a different view. It does not mean that Semiconductor Industry Observation agrees or supports this view. If you have any objections, please contact Semiconductor Industry Observation.</p><p><strong>Today is the 3367th content shared by \"Semiconductor Industry Observer\" with you. Welcome to pay attention.</strong></p><p>Recommended Reading</p><p>★ Increasingly important SerDes</p><p>★ Radio frequency chip, no longer fragrant?</p><p>★ Giants make cores and move forward to the stage</p><p>Semiconductor Industry Watch</p><p><img src=\"\"/>‘<strong>Semiconductor first vertical medium</strong>’</p><p><strong>Real-time professional original depth</strong></p><p><strong>Identify the QR code</strong>, reply to the keywords below, read more</p><p>Wafer | Integrated Circuit | Equipment | Automotive Chip | Storage | TSMC | AI | Packaging</p><p>reply<strong>contribute</strong>, see \"How to Become a Member of\" Semiconductor Industry Observation \"\"</p><p>reply<strong>Search</strong>, and you can easily find other articles that you are interested in!</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20230410100012767v197f92k24axsiy\"/></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC will go to this country to build a factory, it is almost settled</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC will go to this country to build a factory, it is almost settled\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">半导体行业观察</strong><span class=\"h-time small\">2023-04-10 09:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20230410100003228v1979nmj157w8wm\"/>Source: The content is synthesized from the Economic Daily by Semiconductor Industry Observation (ID: icbank), thank you.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>The supply chain revealed that it has recently received requests from TSMC to provide equipment, consumables, factory facilities, etc.<span>shipment</span>Contents of preliminary offer to Germany. On the eve of TSMC going to the United States to set up a new factory in Arizona, it also made similar requests to suppliers, and then announced its plan for a new factory in the United States. The industry judged that this time it asked cooperative factories to provide quotation information for Germany, which means that TSMC's plan to set up a factory in Germany should be close to mature stage.</p><p>Regarding setting up a factory in Germany, TSMC said it is still under evaluation and has not yet finalized the decision. TSMC will hold a legal conference next Thursday (20th). It is expected that in addition to announcing its first-quarter financial report, operating outlook, and the progress of overseas factory planning, it will also be one of the focuses of legal persons.</p><p>Foreign sources have previously disclosed that TSMC has negotiated plans to set up a factory in Dresden with relevant units in Saxony, Germany, and has entered the final stage, mainly focusing on official subsidies. An unnamed TSMC supply chain executive revealed that according to industry sources, a number of cooperative factories have been notified to provide preliminary quotations for shipments to Germany.</p><p>It is reported that at present, some suppliers of TSMC still plan to maintain production in the original factory area and then transport it to TSMC's overseas factories. The main consideration is that various costs in Europe and the United States are relatively high, and they must wait until the customer's overseas orders reach a certain economic scale before they will consider setting up a factory and switching to local production.</p><p>TSMC's supply chain pointed out that before TSMC wanted to set up a factory in the United States, it also asked for product quotations first. The current practice is that if the goods are shipped to TSMC's factories in Taiwan, the freight will be absorbed by the supplier itself. If the goods are shipped to its overseas factories, the related air freight operations and costs will be borne by TSMC.</p><p>Another TSMC cooperative factory privately revealed that previous experience was that the freight level asked by TSMC was lower than the supplier's inquiry, so after considering cost-effectiveness, it was still handed over to TSMC.</p><p>The industry believes that if TSMC can successfully move forward to setting up a factory in Germany, it should be good news for the local government and industry customers. It will not only ensure that the required semiconductor production capacity can be produced locally, but also increase local employment opportunities. However, TSMC must also bear the high cost pressure of setting up factories overseas, as well as the difficulty in finding European talents and strong labor unions.</p><p>As far as cost is concerned, a Taiwanese manufacturer that supplies equipment for the German automobile industry analyzed that the cost of building a factory in Germany is estimated to be comparable to that of the United States, and they all belong to \"expensive\" countries. The company once handed over a batch of urgent equipment to German customers, and the freight cost of chartered air cargo planes alone was as high as millions of yuan.</p><p>In addition, whether TSMC goes to the United States or Europe to set up new factories, it will also face talent issues. As far as the labor and trade union environment in Germany is concerned, based on the experience of Taiwanese factories acquiring local enterprises in the past, there are successes and failures.</p><p>According to industry analysis, regardless of the initial construction cost of the wafer fab and the salary and welfare level of employees, whether the working model can run smoothly locally is also a question. As Zhang Zhongmou, founder of TSMC, mentioned earlier, in the chip industry, it is necessary to keep expensive machines operating all year round, and they cannot be shut down casually, otherwise the cost will be very high. Therefore, if TSMC sets up a factory in Germany, it is a test whether it can recruit talents who are willing to be commonly known as \"shift stars\" like Taiwanese employees, and accept that the production line requires 24-hour rotation of personnel.</p><p>As far as we know, if TSMC wants to set up a factory in Germany, it will establish a special process fab focusing on automotive technology. Previously, it was reported in the industry that the relevant factory plan may not succeed, mainly because the shortage of automotive chip production capacity has been significantly alleviated, and TSMC's automotive customers can use the production capacity of its existing factories.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20230410100005388v197qmc9y6yt0gc\"/>* Disclaimer: This article was originally created by the author. The content of the article is the author's personal opinion. The reprint of Semiconductor Industry Observation is only to convey a different view. It does not mean that Semiconductor Industry Observation agrees or supports this view. If you have any objections, please contact Semiconductor Industry Observation.</p><p><strong>Today is the 3367th content shared by \"Semiconductor Industry Observer\" with you. Welcome to pay attention.</strong></p><p>Recommended Reading</p><p>★ Increasingly important SerDes</p><p>★ Radio frequency chip, no longer fragrant?</p><p>★ Giants make cores and move forward to the stage</p><p>Semiconductor Industry Watch</p><p><img src=\"\"/>‘<strong>Semiconductor first vertical medium</strong>’</p><p><strong>Real-time professional original depth</strong></p><p><strong>Identify the QR code</strong>, reply to the keywords below, read more</p><p>Wafer | Integrated Circuit | Equipment | Automotive Chip | Storage | TSMC | AI | Packaging</p><p>reply<strong>contribute</strong>, see \"How to Become a Member of\" Semiconductor Industry Observation \"\"</p><p>reply<strong>Search</strong>, and you can easily find other articles that you are interested in!</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20230410100012767v197f92k24axsiy\"/></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304101000148277fe81&s=b\">半导体行业观察</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","TSM":"台积电","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK4588":"碎股","BK4548":"巴美列捷福持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4527":"明星科技股","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4503":"景林资产持仓","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","03145":"华夏亚洲高息股","BK4505":"高瓴资本持仓","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304101000148277fe81&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2326659985","content_text":"来源：内容由半导体行业观察（ID：icbank）综合自经济日报，谢谢。台积电供应链透露，近期陆续接获台积电要求提供设备、耗材、厂务设施等出货至德国的初步报价内容。台积电赴美设立亚利桑那州新厂前夕，也曾对供应商提出类似要求，之后便宣布美国新厂计划，业界研判，这次要求协力厂提供赴德报价资讯，意味台积电德国设厂计划应已接近成熟阶段。对于赴德设厂，台积电表示还在评估中，尚未定案。台积电将于下周四（20日）举行法说会，外界预期，除了公布首季财报、营运展望，海外设厂规画进度等，也会是法人关注的焦点之一。外电先前曾披露，台积电已与德国萨克森邦相关单位磋商德累斯顿设厂计划，并已进入最后阶段，主要聚焦于官方补贴。不具名的台积电供应链高层透露，根据业界消息，目前已有多家协力厂接获通知，要求提供出货至德国的初步报价内容。据悉，目前台积电部分供应商仍规划维持在原来厂区生产，再运送到台积电的海外厂区，主要考量欧美地区各种成本都较高，必须等客户在海外的订单量达一定经济规模时，才会考虑前往设厂，改在当地生产。台积电供应链指出，之前台积电要前进美国设厂，也有先征询产品报价。目前的做法是，若出货到台积电位于台湾的各厂区，运费由供应商自行吸收，如果是出货到其海外厂区，则相关空运作业与费用由台积电负担。另一家台积电协力厂私下透露，之前经验是，台积电出面询问到的运费水准，比供应商询价还低廉，所以考量成本效益后就还是交由台积电处理。业界认为，台积电若能顺利前进德国设厂，对于当地政府与业界客户来说，应该是十足的好消息，不但确保所需的半导体产能可在地化生产，还能增加当地就业机会。然而，台积电也必须承担海外设厂高成本压力，以及欧洲人才寻觅不易与工会强势等问题。就成本而言，一家有供应德国汽车业设备的台系业者分析，在德国建厂的成本估计应与美国不相上下，都属于“贵森森”的国家，该公司曾经交出一批急单设备予德国客户，光是包航空货运专机的运费成本，就高达数百万元起跳。另外，台积电无论是前进美国或欧洲设置新厂，同样都会面临人才议题。就德国的劳动与工会环境来说，以台厂过往并购当地企业的经验分析，有成也有败。业界分析，姑且先不论晶圆厂初期建厂成本，与员工薪资福利水准，工作模式能否在当地顺利运行也是个问题。如台积电创办人张忠谋先前提到，在芯片业，要使昂贵的机台全年无休运作，不能随便停工，否则成本会很高。因此，台积电如果德国设厂，是否可招募到人才愿意像台籍员工一样当俗称的“轮班星人”，接受生产线需24小时有人员轮值，是一项考验。目前所知，台积电若要在德国设厂，将会是建立专注于车用技术的特殊制程晶圆厂。先前业界传出相关设厂计划不一定能成局，主要是现在车用芯片产能供不应求的情况已明显缓解，台积电的车用客户可利用其既有厂区的产能。*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。今天是《半导体行业观察》为您分享的第3367内容，欢迎关注。推荐阅读★越来越重要的SerDes★射频芯片，不香了？★巨头造芯，走向台前半导体行业观察‘半导体第一垂直媒体’实时 专业 原创 深度识别二维码，回复下方关键词，阅读更多晶圆｜集成电路｜设备｜汽车芯片｜存储｜台积电｜AI｜封装回复投稿，看《如何成为“半导体行业观察”的一员 》回复搜索，还能轻松找到其他你感兴趣的文章！","news_type":1,"symbols_score_info":{"TSM":0.9,"03145":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2326659985","isCrawlerRequest":true}