台积电先进封装涨价有何影响?长电科技、通富微电回应
海田1
发表于 2024-6-18 14:31:03
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长电科技相关人士表示,如果台积电产能供不应求出现涨价,应该会导致一部分产能转移到其他厂商,对我们来说会有一定利好,但是暂时没有了解到我们是否会涨价。该人士称,可能目前3nm/5nm技术不成熟,但在这之上的(产能)会可能转移过来或者替代。
通富微电相关人士表示,目前我们没有收到调价消息,可能因为我们不是特别一线的部门。目前影响不是很大。
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Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.