台积电确认亚利桑那Fab 21工厂9月停电,晶圆损失及财务影响未明

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台积电近日证实,其位于亚利桑那州的Fab 21工厂在9月下旬因供应商停电导致生产中断。据内部人士Tim Culpan透露,此次停电迫使工厂部分晶圆报废,但台积电尚未披露具体损失数量或经济影响。台积电代表向Tom’s Hardware确认,停电确实发生,但未确认是否造成晶圆损失。

停电源自英国工业气体供应商林德公司,该公司负责为Fab 21提供关键材料。虽然Fab 21工厂本身未断电(配备备用发电机),但关键材料供应中断迫使工厂停产数小时并造成潜在损失。台积电在美国必须依赖外部供应商管理气体基础设施,而在台湾则自行管理,这使得Fab 21更易受供应链故障影响。

此次事件也凸显了新建工厂发现自身及供应链薄弱环节的重要性。台积电可以据此采取预防措施,为Fab 21后续二期和三期项目提供经验借鉴。值得注意的是,先进芯片制造商的运营中断并不罕见,通常由自然灾害或人为因素引起,而非供应商故障。

台积电发言人表示,Fab 21第三季度盈利能力接近盈亏平衡点,原因在于三期项目启动成本增加。虽然具体财务影响尚未公布,但现代化先进半导体工厂的停产代价可能非常高昂。本季度财报将进一步揭示此次停电对台积电的实际经济影响。

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