臺(tái)積電歐洲區(qū)總經(jīng)理Maria Marced認(rèn)為，在短到中期之內(nèi)，日本地震與海嘯不會(huì)給晶圓供應(yīng)造成任何影響。
Maria Marced在出席GSA & IET國際半導(dǎo)體論壇期間表示，臺(tái)積電(臺(tái)灣新竹)已獲得其所需的全部生產(chǎn)晶圓的供應(yīng)(prime wafer)。此前一家在日本北部的信越工廠關(guān)閉，據(jù)報(bào)導(dǎo)該工廠生產(chǎn)的300mm裸晶圓約占20%的份額。預(yù)計(jì)該工廠將在6月底或7月初恢復(fù)到震前的生產(chǎn)水平。
Maria Marced表示：“供應(yīng)方面沒有受到影響，不過芯片生產(chǎn)設(shè)備領(lǐng)域可能受到一些影響，但其交貨期較長，所以近期應(yīng)該不會(huì)影響到我們，我們應(yīng)該能夠應(yīng)對(duì)。”
但是，Maria Marced還指出，需求方面可能受到一些沖擊。她說：“問題并不出在我們的客戶身上，而是我們客戶的客戶可能正在面臨一些問題。如果他們因?yàn)槿狈Σ考虿牧隙档彤a(chǎn)量，可能會(huì)影響我們客戶的需求。”
但事實(shí)上，臺(tái)積電沒有降低第二季度和全年業(yè)績目標(biāo)。該公司預(yù)計(jì)全年?duì)I業(yè)收入增長20%。而總體半導(dǎo)體市場(chǎng)預(yù)計(jì)僅增長2%。
本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載
參考英文原文：No wafer shortage for TSMC，by Peter Clarke
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No wafer shortage for TSMC
Peter Clarke
MUNICH, Germany – Leading foundry Taiwan Semiconductor Manufacturing Co. Ltd. does not expect to see any short- to medium term supply-side disruption from the aftermath of the Japan earthquake and tsunami, according to Maria Marced, president of TSMC Europe.
Speaking on the sidelines of the GSA & IET International Semiconductor Forum being held here, Marced said that TSMC (Hsinchu, Taiwan) had secured all the prime wafer supply that it requires. This is despite the closure of a Shin-Etsu plant in northern Japan that reportedly is responsible for about 20 percent of the 300-mm diameter raw wafers. That plant is expected to come back up to pre-quake capacity by the end of June to early July.
"There is no supply-side impact, except perhaps on chipmaking equipment, but the lead times on that are so long that it should not affect us some time and we should be able to juggle things around," said Marced.
However, Marced did indicate that there could be some demand-side impact. "Not our customers, but our customers' customers may be facing problems. If they reduce output because of a missing component or material it can affect demand at our customers," she said. Nonetheless TSMC has not reduced its second quarter or full guidance.
For the full year the company expects to achieve 20 percent revenue growth in an overall semiconductor market that will only grow by 2 percent.
責(zé)編：Quentin
