傳台積電2022年第一季加價 晶片價格或上調一成以上

傳台積電2022年第一季加價 晶片價格或上調一成以上

2020 年全球半導體產業亦面臨供不應求的情況，而台積電作為一大晶片代工廠，近日更有消息傳出指，台積電將分別上調 7nm 以下的晶片價格 10% 以及 16nm 以上晶片價格 10% 至 20%，更將於 2022 年第一季開始生效。

近日有消息傳出指台積電因持續擴建 5nm 及 3nm 製程新廠，並於國外擴大投資，在考慮到維持毛利率及股東報酬率成長後，計劃從 2022 年起全面調升晶片代工價格。而消息指出，台積電將分別上調 7nm 以下的晶片價格 10% 以及 16nm 以上晶片價格 10% 至 20%，並將於 2022 年第一季開始生效。

有專家預期台積電 2021 年第三季的毛利率將維持 50% 大關，而在 2022 年加價後或可回升至 53%，甚至有望再創新高。而台積電將於 2022 下半年量產 3nm 製程晶片，而更先進的 2nm 製程亦將於 2024 年後開始量產，而其餘成熟製程亦在逐步擴產，因此加價似乎無可避免。

資料來源：財經新報

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晶片價格不斷上漲！英飛凌：若晶片不漲晶圓廠會失去擴產動能

2020 下半年以來晶片產能緊缺，以及上游原材料價格上漲，眾多晶圓代工廠持續上調晶圓代工報價，下游晶片廠商為轉嫁成本上升壓力，也紛紛漲價，造成終端產品商成本壓力。外媒報導，德國晶片大廠英飛凌執行長 Reinhard Ploss 表示，面對需求，英飛凌將繼續提高晶片出貨價格。

Reinhard Ploss 強調，就英飛淩來說，晶片並非 100% 都是自己製造，成本大幅增加後當然得轉嫁給客戶。就目前市場來說，若晶片價格過低，晶圓代工商增加更多產能的動力也會下降，不利晶片荒。

Reinhard Ploss 之前也表示，手機晶片產能缺口約 20%，其他領域缺口約 10%。武漢肺炎疫情期間封鎖，居家工作及遠距教學大增下，對家用電子產品需求一路增加，加上工廠因疫情關閉，更為供應帶來更大壓力。必須等待新晶圓製造產能開出，否則晶片短缺可能持續到 2023 年。

據財報顯示，英飛淩最大車用晶片（ATV）部門第三季（截至 2021 年 6 月 30 日）營收較 2020 年同期成長 49%，達 12.05 億歐元，但較前一季減少 1%。減少主因，英飛凌解釋是產能受限。不過部門利潤率自前一季 16.2% 成長至 16.5%。英飛淩 8 月初時指出，庫存正處於歷史低檔，任何對製造業防疫相關限制如馬來西亞鎖國，都將產生嚴重後果。

(首圖來源：英飛淩)

Sunday deal: Kindle Paperwhite drops to $71, its lowest price ever

Sarah Tew/CNET

The current Kindle Paperwhite e-reader has , $59 off its list price of $130. The price drop – available Sunday only – is the lowest price we’ve ever seen on this version of the Paperwhite, which was released in November 2018. That’s actually $19 less than the step-down entry-level Kindle, and $9 lower than the $80 sale price at which the Paperwhite often hovers.

If you’re shopping for someone who’s looking for a dedicated e-reader, this is a great deal. The Paperwhite is the Goldilocks in Amazon’s line, and an enthusiastic CNET Editors' Choice. Here’s why we love it:

It’s 10% thinner and lighter than the previous version.

It has a “flush-front” design with a back made of a softer, grippy material instead of hard plastic.

It’s fully waterproof, like the high-end Kindle Oasis

It has built-in Bluetooth for integration with Amazon’s Audible audiobook service.

While the Kindle app is available on phones and tablets, the Kindle offers weeks-long battery life and a paper-like screen that you can read in direct sunlight.

You can choose to get the Paperwhite with three free months of the Kindle Unlimited service (think “Netflix for books”) or not. Additionally, you can take advantage of Amazon’s trade-in offer, which could knock up to 20% off the already low price.

It’s always possible that Amazon will update the Paperwhite this year or next, but it’s unclear when or how much of an upgrade it will be. For instance, USB-C charging could be added and perhaps the lighting scheme could be updated. The device could also get slightly thinner.

Read the full CNET review of the 2018 Kindle Paperwhite.

Now playing: Watch this: Kindle Paperwhite gets waterproof redesign, adds Bluetooth…

Originally published last year. Updated with new sale price.