台积电日本厂延后投产 法人点名三大逆风:前景不明朗

爱集微
27 Jul

台积电熊本厂(JASM)再传投产时间延长。法人表示,去年该基地已进入整地阶段,研判客户需求迎逆风才是主因,该厂区是针对Sony、丰田等CIS及车用客户打造,专精成熟特殊制程,受车市逆风及关税不确定性影响,前景未如AI发展那样的明朗。JASM P1厂瞄准成熟特殊制程,28/22、16/12nm为主,据悉,两大客户即为股东。法人认为,JASM为满足Sony CMOS图像传感器(CIS)需求,主要就是...

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