希望這位繼續在對面一堆X芯裡混,不要回來了~

"蔣尚義今年初正式任職中芯後,無論是受訪或對外演講,均表示中芯國際要在先進製程與先進封裝並行發展。業界研判,蔣尚義在中芯主要負責小晶片(chiplet)的先進封裝開發工作,並極力與他熟識的荷商艾司摩爾(ASML)洽購可生產先進製程的極紫外光(EUV)微影設備。

不過,艾司摩爾高層主管近期對外明確指出,極紫外光(EUV)微影設備無法對中國客戶出貨,其他產品都正常供貨。這代表中芯面臨無設備可生產先進製程,加上內部高層異動與人事紛擾,蔣尚義要幫中芯發展先進封裝的理想並未獲支持,資源不足,在「內憂外患」情況下勢必落空。半導體供應鏈新傳出,蔣尚義近日已向中芯遞出辭呈。"

ec.ltn.com.tw/article/breaking

都不知道原來台灣的半導體產業燒了這麼多年天文數字資本⋯😮

youtu.be/jV6aVH2wpN4

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路透這篇補充了Emmy沒提到的半導體作為戰略要衝的角度:

"華府最大的擔憂,就是北京可能掌控台灣半導體生產力。這對美國經濟和美軍組織其武器平台的能力,將是毀滅性的一擊。一名五角大廈官員亦曾在美國聯邦參議院外交委員會直言,台灣的半導體就是何以台灣安全對美國如此重要的一個關鍵因素。"

ec.ltn.com.tw/article/breaking

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路透報導原文:

"A major U.S. worry is losing ground in the race to use artificial intelligence in weaponry. AI enables machines to outperform humans at solving problems and making decisions. It is expected to revolutionize warfare, and it hinges on semiconductors.

In a March report to Congress, the bi-partisan National Security Commission on Artificial Intelligence warned that the threat to TSMC exposed a glaring vulnerability. Taiwan produced the “vast majority of cutting-edge chips” a short distance from America’s “principal strategic competitor,” the report said. “If a potential adversary bests the United States in semiconductors over the long term or suddenly cuts off U.S. access to cutting-edge chips entirely, it could gain the upper hand in every domain of warfare.”"

reuters.com/investigates/speci

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