歐美政府官員似乎不太明白半導體產業與傳產製造業的巨大差異何在。
「即將舉行的會議中,布勒東則計畫能夠說服其中一間半導體巨頭赴歐洲設廠。歐盟期望能在2030年以前,將半導體產量提昇一倍,達到世界整體產量比例的20%。
且不只追求產量倍增,歐盟更希望能擁有先進的2奈米晶片製造工廠,並不單單謀求車用晶片所需的成熟製程。由於台積電在半導體產業的領導地位無可爭議,消息人士指出,目前歐盟在兩者之中更屬意台積電。」
https://www.bnext.com.tw/article/62494/eu-tsmc-intel-semiconductor-factory
英國經濟戰略反應慢半拍~
"安世半導體已於5日完成交易,但未披露收購價格等任何財務細節。美國電視頻道CNBC報導,安世半導體支付了6300萬英鎊(約新台幣24億3500萬元)。"
晚點找看有無英媒報導可佐證:
"英國研究及創新署按政府指示,暫停 NWF 的研發撥款資助,對於 NWF 而言打擊確定甚大,只因受助金額方面高達 5,500 萬英鎊(約 HK$5.9 億)。消息指,NWF 有份參與多項敏感國防項目,包括為戰機雷達系統晶片。"
英媒電訊報的報導是說凍結:
"Ministers recently froze grants to the company from UK Research and Innovation after it was sold to Nexperia, a Dutch technology company owned by China’s Wingtech. "
CNBC 反而有比較多的匿名消息:
[“Britain has paid for the research that makes Newport Wafer Fab a key partner in a U.K. government defense project,” Tom Tugendhat, leader of the U.K. government’s China Research Group and chairman of the Foreign Affairs Select Committee, told CNBC. “That’s why we need a complete review of the decision on national security grounds, including asking why the deal was initially waved through.”
“The U.K. and Welsh governments have spent tens of millions of pounds supporting compound semiconductor innovation in Wales — with NWF at the heart,” he added. “While there’s a global shortage, and Beijing has hopes to dominate the market, we need to be much clearer about our interests, not just company profits or rivals’ opportunities.” ]
當然是製造端在囤...(看向西邊
"是誰在囤車用晶片?美國商務部官方公開徵求半導體供應鏈意見截止日倒數計時,根據聯邦公報與相關網站資訊顯示,截至昨天為止,包括台積電、聯電、日月光、環球晶等指標台廠都已「交卷」,總計已有 23 家國際大廠與機構完成回應答覆,讓尚未回覆的三星、SK海力士等韓國企業面臨龐大壓力,外傳相關企業會在最後時間內答覆,或爭取在韓國官員 9 日至 11 日訪美時,直接向美國商務部遞交答覆。"
德中關係那麼好,叫中國分給親中代表福斯用啊 ~
"AFS最新數據顯示,晶片短缺導致歐洲汽車組裝廠額外取消37,900輛生產計劃、今年迄今產量累計縮減180,900輛。福斯(Volkswagen AG)德國狼堡(Wolfsburg)組裝廠今年迄今產量因晶片相關衝擊累計縮減70,300輛、高居全球之冠。"
https://www.moneydj.com/kmdj/news/newsviewer.aspx?a=6cff76d4-bb79-4da0-834c-abeb3b9b8fb8