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“成熟制程要避免杀戮”
半导体芯闻· 2025-05-28 10:17
Core Viewpoint - The company is facing uncertainty in the second half of the year due to fluctuating tariffs and geopolitical risks, but emphasizes the importance of its collaboration with Intel on the 12nm project as a strategic necessity [1][2]. Group 1: Financial Outlook - The company’s CFO noted that visibility for the second half of the year is limited, with clients adopting a wait-and-see approach and reducing inventory levels [1]. - The appreciation of the New Taiwan Dollar (NTD) is expected to significantly impact the company's performance, with a 1% increase in NTD eroding approximately 0.4% of the gross margin [1]. - The average exchange rate has shifted from around 32.5-33 NTD per USD to approximately 30 NTD per USD, which poses challenges for revenue [1]. Group 2: Strategic Partnerships - The collaboration with Intel is structured around a division of labor, with manufacturing taking place at Intel's facilities in the U.S. and a focus on joint research and development [2]. - The company aims to maintain a competitive edge by offering customized processes that competitors cannot provide, particularly as it transitions from 28nm to 22nm processes [2]. - The trend of "China for China, Non-China for Non-China" is becoming more pronounced, with an increasing proportion of local customers in the company's factories in China, indicating a rise in domestic demand [2].