※ 本文轉寄自 ptt.cc, 文章原始頁面
[新聞] 台積電據傳在自我砍單華為
1.原文連結:
※過長無法點擊者必須縮網址
https://tinyurl.com/yx8664ot
2.原文內容:
Report: TSMC's Reducing Its Reliance on Huawei Amid US Government Scrutiny
台積電據傳自我降低對華為的依賴
Huawei might need to find a new chip supplier. DigiTimes today reported that
TSMC is "reducing its chip capacity support for Huawei," one of its biggest
clients, "to avoid relying too much on Huawei's orders" due to increased U.S.
government scrutiny.
華為或許得要找新的晶片供應商,因為據傳台積電正在減少給華為的產能來減低對
華為的依賴
DigiTimes said this has placed TSMC in a tough situation. It's "still working
closely with Huawei in the development of advanced 5nm and 3nm chip
solutions," according to the outlet's anonymous industry sources, but it's
also freeing up some chip supply because "its business with Huawei contains
certain political risks."
即使台積電處在艱難的狀況,它仍然和華為繼續在3奈米和5奈米的開發上合作
而同時它也從華為那釋出了一些產能
Distancing itself from Huawei isn't likely to hurt TSMC's business too
much--plenty of companies, like AMD and Nvidia, are willing to buy those
chips. But the arrangement could make it harder for Huawei to source the
chips it relies on; we suspect the company will push even harder for China's
semiconductor industry to mature enough to handle its needs.
跟華為疏遠並不會傷害到台積,因為AMD和輝達都願意買這些晶片。
但這會讓華為更要求中國本土的半導體廠商進步
3.心得/評論:
※必需填寫滿20字
台積電砍單華為
不過華為現在國內市場也賣不出去
現在只是瘋狂囤貨而已~
台積電現在比較像是口罩禁令
禁止囤貨,把貨給需要馬上用的人吧
--
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