晶圓代工商機正旺  UMC將迅速解決美國官司拼業績 

作者 : TrendForce

聯電(UMC)日前公告與美國司法部起訴之侵害營業秘密等罪名案件,將有機會在最短的時間內達成結論;此公告意味著UMC與美方的官司纏訟將塵埃落定,未來將更專注於晶圓代工領域發展...

聯電(UMC)日前公告與美國司法部起訴之侵害營業秘密等罪名案件,將有機會在最短的時間內達成結論;對此全球市場研究機構TrendForce旗下半導體研究處表示,根據雙方的討論,合理預期之可能解決金額為6,000萬美元。此公告意味著UMC與美方的官司纏訟將塵埃落定,UMC未來將更專注於晶圓代工領域發展,惟此解決方案尚待法院核准。

此案件來自於2016年2月成立的JHICC (福建晉華集成電路),同年5月UMC與JHICC簽訂技術合作協定,但在2018年11月30日美國政府宣佈JHICC疑似侵權,暫以禁售令限制JHICC的工廠運作後,UMC也被指控協助JHICC以竊取美商美光(Micron)的DRAM生產技術。

TrendForce觀察目前整體晶圓代工市況,表示自年初起疫情逐步擴散,半導體供應鏈普遍因擔心封城、鎖國導致零組件斷鏈而極欲建高庫存。此外,隨後而來的宅經濟效益,使得PC、伺服器、網通產品及TV等需求延續至今,加上5G手機滲透率攀升、基地台建設持續等動能,紛紛帶動各晶圓代工廠產能自1Q20起即處於九成以上至滿載的水準,甚至在下半年因中美貿易摩擦升溫,導致部分晶圓代工板塊位移,產能供不應求的情況恐怕越演越烈。

從各廠來看,包含台灣業者台積電(TSMC)、UMC、世界先進(Vanguard)、力積電(PSMC),韓廠三星(Samsung)、以及中國廠中芯國際(SMIC),目前在8吋晶圓市場皆主要受惠於強勁的電源管理晶片(PMIC)、顯示器驅動晶片(DDIC)需求,產能已長期供不應求,因而出現部分廠商喊漲的情況。

在12吋廠方面,以TSMC、Samsung為首的先進製程市場持續在HPC、高階手機晶片帶動下蓬勃發展;至於全球市佔第四名的UMC,目前旗下擁有7座8吋廠及4座12吋廠,總產能落在340K/M (12吋約當),近年來已放棄14nm以下先進製程的開發,將資源集中於28nm以上及8吋市場,其28nm產能已步上軌道,目前亦呈現滿載,且規劃小幅擴產中。

 

 

展望2021年,在對經濟復甦及疫情控制相對樂觀的假設下,TrendForce目前對於各項終端產品包含伺服器、智慧型手機及筆記型電腦等出貨預估皆優於2020年,預料將帶動各項半導體零組件的備貨力道。即便中美貿易摩擦及新冠肺炎疫情的不確定性仍然存在,對晶圓代工廠來說,上述風險亦促使客戶庫存偏高成為新常態,導致晶圓代工產能持續緊缺,尤其在產能相對受限的8吋市場中,新一輪的併購或擴產將成為短期未來的觀察重點。

 

 

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