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Pluto426

Pluto426

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2021-12-06

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2021-11-11

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@半导体行业观察:美国收集晶圆厂信息：台积电已完成，英特尔未提交？

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$AMD(AMD)$错过了

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$Sibanye Gold Limited(SBSW)$[开心] [开心]

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$纽柯钢铁(NUE)$[得意] [得意]

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$美光科技(MU)$鱼🐟

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$波音(BA)$鱼我所欲也

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$可口可乐(KO)$[财迷] [财迷]

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据台媒联合报报道，美国联邦公报与相关网站资讯显示，台积电已完成美方提出的问卷并回传，公开文件有一大亮点，即台积电告知美方，今年营收将达五六六亿美元（逾新台币一点五兆元），创新高，年增率达百分之廿四点四。台积电昨表示，持续致力于支援全球半导体供应链挑战，已回应美国商务部就“半导体供应链风险徵求公众意见”的需求，以协助面对此一挑战，同时坚持一贯立场保护客户机密，未于回应中揭露特定客户资料。 是谁在囤车用芯片？美国商务部官方公开征求半导体供应链意见截止日倒数计时，根据联邦公报与相关网站资讯显示，截至昨天为止，包括台积电、联电、日月光、环球晶等指标台厂都已“交卷”，总计已有廿三家国际大厂与机构完成回应答覆，让尚未回覆的三星、ＳＫ海力士等韩国企业面临庞大压力，外传相关企业会在最后时间内答覆，或争取在韩国官员九日至十一日访美时，直接向美国商务部递交答覆。 全球芯片荒，台积电董座刘德音日前受访时曾直指“供应链中有人在囤货”。美方日前解释，供应链业者间缺乏信任，传言有企业囤货而无法掌握确切需求，客户端却说无法从供应商取得直接回应、甚至可取得的数量还减少，因此有必要请业者提供资讯，以解决当前半导体产品短缺的问题。 美官方征求半导体供应链意见，期限至十一月八日。据了解，美国官方公开征求产业意见的方式之一是既定问答表格，台积电是在已答覆的廿三家企业与机构、个人当中的表格回答最明确，且列出过往两年的车用营收占比分别约百分之四、百分之三。 先前曾公开表示将配合美方的半导体大厂美商英特尔、德国大厂英飞凌智，昨截稿为止尚未答覆；三星、ＳＫ海力士等韩国企业也多数还未缴交回答表。 南韩财政部昨表示，应美国财政部要求半导体业者提供芯片销售与库存数据，南韩科技业者正在准备“自愿”向美方提交部分半导体资料，且南韩半导体公司也持续与华府磋商资料要提供至何种程度，但南韩财政部","text":"来源：内容来自半导体行业观察综合，谢谢。 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