ST重整晶圆厂，或将裁员

Core Viewpoint - ST's plan to reshape its global manufacturing layout aims to enhance its competitiveness and solidify its leadership in the semiconductor industry, focusing on sustainable growth through its Integrated Device Manufacturer (IDM) model [1][2]. Group 1: Manufacturing Strategy - The restructuring of ST's manufacturing strategy is designed to achieve two main goals: prioritize investment in future-oriented infrastructure, such as 300mm silicon and 200mm silicon carbide wafer fabs, and maximize productivity and efficiency of existing 150mm and mature 200mm capacities [2]. - The company plans to invest in upgrading technologies used in operations, deploying more artificial intelligence and automation to improve efficiency in R&D, manufacturing, reliability, and certification processes while maintaining a focus on sustainability [2]. Group 2: Ecosystem Enhancement - Over the next three years, ST's manufacturing layout will build and strengthen a complementary ecosystem, with French factories focusing on digital technology, Italian factories on analog and power technology, and Singaporean factories on mature technology [3]. Group 3: Capacity Expansion - The 300mm wafer fab in Agrate, Italy, aims to double its capacity to 4,000 wafers per week by 2027, with potential modular expansion to 14,000 wafers per week depending on market conditions [4]. - The 300mm fab in Crolles, France, plans to increase its capacity to 14,000 wafers per week by 2027, with a potential modular expansion to 20,000 wafers per week [4]. Group 4: Specialized Manufacturing Centers - Catania will continue to serve as a center of excellence for power and wide bandgap semiconductor devices, with 200mm wafer production expected to start in Q4 2025 [5][6]. Group 5: Optimization of Production Bases - The Rousset factory in France will focus on 200mm manufacturing and optimize efficiency by reallocating additional output from other factories [7]. - The Tours factory will continue its 200mm silicon wafer production while transitioning other activities to different facilities, maintaining its role as a core for GaN technology [7]. Group 6: Workforce Evolution - As ST reshapes its manufacturing layout, the workforce and required skills will evolve, transitioning from traditional manual tasks to a focus on process control, automation, and design [8]. - The plan anticipates up to 2,800 voluntary departures globally, primarily occurring in 2026 and 2027, alongside ongoing constructive dialogue with employee representatives [8].