晶圆供应的贸易战风险

2020年9月28日//通过尼克弗莱赫蒂
晶圆供应的贸易战风险
全球铸造厂和X-FAB的首席执行官表示,美国 - 中国贸易战争风险全球供应链,特别是对于晶片供应供应。

“我们在供应链中需要更多的余额,”全球铸造厂首席执行官汤姆Caulfield说。“晶圆供应由台湾主导。”GF在美国和德国有300毫米的工厂,以及新加坡的200mm。

该观点由欧洲铸造X-Fab反映,在德克萨斯州Lubbock的美国也有一个鹅卵石厂。

“The evolution of the global politics and the whole trade war is of course not good for the semiconductor industry and for industry overall as it puts in barriers and that’s not good,” said Rudi de Winter CEO of German foundry X-fab (above). “At the same time it drives changes and that maybe opens up opportunities but overall is more negative than positive

“在某些领域肯定会造成风险的浓度,”他同意说。“We source wafers all regions in the world – we have a wide diversity of technologies from more mature on 6in and 8in wafers, but we don’t have particular problems but we do see the whole evolution of the trade war as an obstacle to doing business when people should be focussing on growing business and removing barriers.”

STMicroelectronics也为其专业晶圆确保了其供应链,该交易购买薄晶制造商Norstel碳化硅(SIC)和氮化镓(GaN)。它适用于台湾的台积电,用于主流硅工艺技术。

像全球铸造厂一样,德冬季也在寻找当地的财政支持,无论是堪称共同投资还是补贴,特别是美国为6月份签署的美国行动创造有用的激励措施,为美国签署的美国行动产生了多大的激励措施。

下一篇:补贴X-Fab CEO


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