別等老美斷供華為 天王分析師建言台積電保命招

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低價證期權手續費 發表於: 2019-11-05 11:17 |只看樓主 1
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別等老美斷供華為 天王分析師建言台積電保命招


                                                                            00:042019/11/05                                        中時電子報
                                                                                                                                        呂承哲                                        
                                    
                                
                                                                                                                                                        
                                                            
                                                                                                                                                                                                                                        
            陸行之建言,台積電未來要想好研發一條100%非美半導體先進製程生產線,來服務20%的大陸客戶。(圖/中時資料照)                                        
                                                                                                                                                                                                                                                    字級設定:[url=]小[/url][url=]中[/url][url=]大[/url][url=]特[/url]                                    
                                                                    
                                                                                                                                                外媒報導指稱,在過去一年,台灣政府多次遭到美方要求台積電限制供貨華為,但遭到否認。對此,資深半導體產業分析師陸行之在臉書表示,幸好美方最近傳出要解禁華為的消息,但他也強烈建議,台積電未來要想好研發一條100%非美半導體先進製程生產線,來服務20%的大陸客戶。
據外國財經媒體報導,台積電企業訊息處資深處長孫又文澄清,台積電董事長劉德音早些時間赴美,當時也與美國商務部官員討論華為問題,但孫又文指出,美方並沒有要求限制供貨華為。
                                                                                                                                                                                                                此外,美國商務部長羅斯也在東協峰會期間受訪時指出,陸美雙方將在11月達成首階段的貿易協議,他樂觀表示,美方將核准美國企業出售華為零組件的出口許可申請證。不過,對於美國是否會取消對大陸12月25日將加徵的額外關稅,羅斯未做出承諾。
                                                                                                                                                        
                                                
                                                                                                                                                                                                                                                            對此,陸行之表示,美國政府最近考慮讓華為禁令解除,否則等到川普政府的黑手伸到台灣政府,要求台積電禁止幫華為製造半導體就慘了。陸行之指出,他們估計華為直接、間接(華為供應商下單給台積電)的訂單就占台積電15~20%總營收。
                                                                                                                                                                                                                陸行之強烈建議,台積電應該要在未來幾年,想辦法研發投資一條100%非美半導體設備先進製程生產線,來服務占比20%的中國客戶。
                                                    文章來源:[url=https://www.facebook.com/andrew.semis.techs/posts/1001691733508506?__xts__[0]=68.ARC6XzKkom0tS752Yy6fK6CQIr99KA8qP5Q9rQRcJc7qWUzSJ5JQnmxHRtQooPtpfpXpiKR2Phti9LwXwMNFPQSl2KZkHrDv9RewcKyvfPbea5EVvXvCCAw8ul-4T210OhvmmbU7uOiMh-E1vXLoGxENAPgA9HUZGKa0QMWhA4d0p_G]陸行之臉書[/url]
                                                蘋果帶頭衝 台積電、鴻海領軍台股創新高?
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                                                (中時電子報)
                                                                                                                                                                    #台積電                                                #華為                                                #美國                                                #貿易戰
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