300 hli silicon wafer.
Liesa Johannssen-Koppitz / Bloomberg
UMC, Taiwan tus thib 2 daim ntawv cog lus chip txiag tom qab TSMC, tab tom ua ke nrog Toyota-backed tsheb-qhov chaw xa khoom Denso los ua semiconductors hauv Nyiv thiab ua tau raws li kev xav tau thoob ntiaj teb hauv kev lag luam tsheb.
United Semiconductor Nyiv Co. (USJC), UMC's Japanese chaw muag khoom, tshaj tawm Lub hli dhau los uas nws tab tom tsim cov chaw tsim khoom rau cov khoom siv hluav taws xob uas tswj cov ntws thiab cov kev taw qhia ntawm cov hluav taws xob tam sim no nrog Denso, uas yog ib feem ntawm lub ntiaj teb lub tsheb loj tshaj plaws los ntawm kev muag khoom.
"Semiconductors tau dhau los ua qhov tseem ceeb hauv kev lag luam tsheb vim tias kev siv thev naus laus zis hloov pauv, suav nrog kev tsav tsheb thiab hluav taws xob," Denso tus thawj tswj hwm Koji Arima tau hais hauv tsab ntawv tshaj tawm. "Los ntawm kev sib koom tes no, peb pab txhawb kev ruaj khov ntawm lub zog semiconductors thiab hluav taws xob ntawm tsheb."
"Nws yuav tsum yog cov xov xwm zoo," hais tias Brady Wang, tus thawj coj hauv Taipei nrog kev tshawb fawb kev lag luam Counterpoint Research. UMC twb tau muab tso rau ua "thib peb tiam" semiconductors, suav nrog hom kev txuag hluav taws xob nrog cov tuab zoo rau kev siv tsheb. Wang cia siab tias yuav muaj cov khoom ntim siab rau lub lag luam Japanese tsheb. "Ob qho ntawm lawv qhov zoo tuaj yeem muab tso rau hauv kev ua si," nws hais.
Ib qho insulated-gate bipolar transistor-tseem hu ua IGBT, uas yog siv rau lub tsheb fais fab tswj lub cev muaj zog-kab yuav raug ntsia ntawm USJC's wafer fab. Nws yuav yog thawj zaug hauv Nyij Pooj los tsim IGBTs ntawm 300mm wafers, raws li kev tshaj tawm. Denso yuav pab txhawb nws cov cuab yeej siv IGBT thiab cov txheej txheem kev paub, thaum USJC yuav muab nws lub peev xwm tsim 300mm wafer.
Lwm cov tuam txhab chips, suav nrog TSMC, tuaj yeem tsim khoom nrog IGBT thev naus laus zis, tab sis cov tuam txhab Nyij Pooj tau tswj hwm ntau ntawm kev ua lag luam, sau tseg Joanne Chiao, tus kws tshuaj ntsuam nrog Taiwan-based tshawb fawb tuam txhab TrendForce.
UMC-Denso cog, hauv Mie Prefecture hauv nruab nrab Nyij Pooj, tau teem sijhawm pib hauv thawj ib nrab xyoo tom ntej. Tus cev lus rau UMC tau hais tias cov nroj tsuag yuav tuaj yeem tsim tau 10,000 wafers ib hlis los ntawm 2025.
"Nrog peb cov ntaub ntawv muaj txiaj ntsig zoo ntawm cov thev naus laus zis tshwj xeeb thiab [International Automotive Task Force] IATF 16949 tau lees paub fabs hauv ntau qhov chaw, UMC tau muab tso rau zoo rau kev thov thoob plaws hauv kev siv tsheb, suav nrog cov kev pabcuam tsav tsheb, infotainment, kev sib txuas, thiab kev siv fais fab," Jason Wang, UMC tus thawj tswj hwm, tau hais hauv tsab ntawv tshaj tawm. "Peb tos ntsoov rau kev nqis peev rau ntau txoj hauv kev koom tes mus rau pem hauv ntej nrog cov neeg ua si sab saum toj hauv qhov chaw tsheb."
Txij li kev tsim tsheb pib rov pib dua thoob ntiaj teb thaum xyoo 2020, tom qab thawj nthwv dej ntawm tus kabmob kis thoob ntiaj teb, lub Hoobkas thov rau tsheb chips tau loj hlob thiab tseem muaj zog vim yog "kev xav tau ntawm cov neeg siv khoom" rau EVs thiab hybrids, Moody's Investors Service tau hais hauv email. kev tawm tswv yim.
Kev lag luam automotive semiconductor tau kwv yees tias yuav loj hlob los ntawm $ 35 nphom hauv 2020 txog $ 68 nphom hauv 2026, Taipei-based Market Intelligence & Consulting Institute hais tias.
Tau qhov twg los: https://www.forbes.com/sites/ralphjennings/2022/05/13/taiwans-no-2-chip-maker-teams-up-with-car-parts-giant-to-make-semiconductors- in-japan/