台积电、联合电和ASE如何在本地多元化供应链。_老虎社区_美港股上老虎

台积电、联合电和ASE如何在本地多元化供应链。

电子产品世界01-23

先进Echem材料公司董事长陈温显表示：“对于一家小公司来说，进入芯片材料行业的风险就像抢劫银行一样：你要么成功，要么就无法生存，”该公司幸存下来，“失败很可能意味着公司倒闭。你必须在向潜在客户提交样品的同时开始扩大生产能力，这样通过资格认证后就能开始交付。但如果你通过验证流程失败，你就完了。”陈说：“我们团队整整一年都向一家领先的芯片制造商提交样品，却没有收到任何反馈，有一度我的工程团队几乎想...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123140946a6a3af12&s=b><strong>电子产品世界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>先进Echem材料公司董事长陈温显表示：“对于一家小公司来说，进入芯片材料行业的风险就像抢劫银行一样：你要么成功，要么就无法生存，”该公司幸存下来，“失败很可能意味着公司倒闭。你必须在向潜在客户提交样品的同时开始扩大生产能力，这样通过资格认证后就能开始交付。但如果你通过验证流程失败，你就完了。”陈说：“我们团队整整一年都向一家领先的芯片制造商提交样品，却没有收到任何反馈，有一度我的工程团队几乎想...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123140946a6a3af12&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1868838027.USD","symbol_name":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) 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EQUITY PORTFOLIO \"AD\" (AUDHDG) INC"},"translate_title":"How TSMC, UMC, and ASE are diversifying their supply chains locally.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03145":0.6,"UMC":1.85,"TSM":1.93},"content_text":"先进Echem材料公司董事长陈温显表示：“对于一家小公司来说，进入芯片材料行业的风险就像抢劫银行一样：你要么成功，要么就无法生存，”该公司幸存下来，“失败很可能意味着公司倒闭。你必须在向潜在客户提交样品的同时开始扩大生产能力，这样通过资格认证后就能开始交付。但如果你通过验证流程失败，你就完了。”陈说：“我们团队整整一年都向一家领先的芯片制造商提交样品，却没有收到任何反馈，有一度我的工程团队几乎想放弃，”陈说，“我告诉他们，只要潜在客户不让我们停止，我们就应该继续寄样品。”该公司的产品现已用于台积电的2纳米工艺。C-Sun总经理Frank Liang说：“我们花了近十年时间开发芯片封装机，比如键芯片键机，直到它被我们的顶级客户认可和采用。”我仍然记得，致力于先进芯片封装机的团队几乎每年都收到非常差的内部评价， 但幸运的是，我们没有放弃，继续努力。如今，这条产品线已成为我们最重要的收入增长来源，并帮助公司转型。”半导体收入现占公司收入的一半。Sunlit Chemical副总裁蔡莉莉说：“如果你想向世界顶级芯片制造商供货，必须从一开始就内置某些能力，”你需要先进的分析能力，才能全面理解化学品的每一个细节和数据点。你还需要内部包装、物流和仓储能力，以安全地处理和储存危险物质。这不仅仅是化学品本身的制造——整个价值链和配套服务必须达到最高标准。”Sunlit 自有建造了化学品罐车车队和内部化学品包装能力。蔡氏补充道：“生产可追溯性非常重要，”如果我们的任何化学品出现质量问题，我们需要准确知道问题的来源。”在另一个多元化成功案例中，IV Technologies总经理杨伟温表示：“当我们走到海外，说我们为芯片制造商提供抛光垫时，常常会收到惊讶的反应——人们说近20年来没有第二家供应商参与这项工作。”该地区一直由杜邦公司主导。台积电高级总裁侯克里夫表示：“扩大和提升供应链有两个方向，一是发展规模更大、更有能力的本地供应商，二是吸引更多外国供应商投资。两者都很重要。在先进芯片封装设备领域，我们已经看到新兴本地厂商取得了强劲进展。下一步是培养更多材料供应商。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}