2025-04-01-top
- 精選方式: TOP
- 時間範圍: DAY
討論重點
以下是11篇討論的重點條列總結,並附上對應文章錨點連結與逐條細節:
1. Rant: TSMC is just sweat shop.
重點:
- 高壓工作環境:批評台積電在美國廠區的「血汗工廠」文化,包括無休假日、強制加班與緊迫的工作要求。
- 行業壟斷風險:擔憂台積電獨佔市場後,工程師議價權下降,導致薪資壓榨。
- 東亞企業文化批判:認為「割喉競爭」僅有利股東,損害員工權益與產業生態。
2. [Chip production: Russia builds i first own lithography systems](#2-chip-production-russia-builds-i-first-own-lit)
重點:
- 技術落後:俄羅斯僅能生產90/40奈米晶片,EUV技術效率低(4%),缺乏配套產業鏈。
- 國際孤立:因西方制裁,難以取得ASML設備,技術發展受限。
- 戰略差異:聚焦軍工需求(如飛彈晶片),無意追趕先進製程。
3. 2inch GaAs on Si wafer
重點:
- 價值不明:GaAs-on-Si晶片商業與收藏價值低,缺乏技術與歷史驗證。
- 安全風險:砷化鎵具毒性,不當處理恐釋放有害物質。
- 專業建議:需在層流環境操作或廢棄,避免健康危害。
4. GlobalFoundries, Taiwanese chipmaker UMC consider merger, sources say
重點:
- 產業整合:GlobalFoundries與聯電(UMC)擬合併,以強化成熟製程市場競爭力。
- 戰略動機:應對台積電優勢,目標2025年完成交易。
5. How to move out of the industry?
重點:
- 職業倦怠:半導體設備工程師厭倦高壓產線維護工作,尋求轉型。
- 轉職障礙:擔憂薪資下降,缺乏其他領域職涯方向建議。
6. Struggling to Land My First Job in the Semiconductor Industry
重點:
- 求職困境:半導體博士畢業生難獲產業職位,需履歷優化與策略建議。
- 學術轉產業挑戰:如何凸顯博士研究與產業需求的關聯性。
7. Is VLSI engineering work monotonous?
重點:
- 工作性質評估:探討VLSI工程中「重複性任務」與「創造性解決問題」的比例。
- 職業轉換考量:對比IT與VLSI領域的多樣性,判斷是否符合個人偏好。
8. [Daily: US-China tech war spirals; Trump cu BIS funding; Interview w Gelsinger](#8-daily-us-china-tech-war-spirals;-trump-cu-bis)
重點:
- 科技戰升級:美中在半導體、AI等領域的制裁與反制措施。
- 供應鏈重組:地緣政治加速「友岸外包」,衝擊全球科技生態。
9. Applied Materials Project Manager Interview
重點:
- 面試準備:尋求Applied Materials「i製造部門」項目經理職位的面試經驗分享。
10. Semiconductors
重點:
- 教育比較:台星大學電機工程差異(新加坡國際化高、台灣性價比強)。
- 就業前景:新加坡跨國企業起薪高,台灣半導體在地產業優勢。
11. Will TSMC be only with "2nm" class process node?
重點:
文章核心重點
-
Rant: TSMC is just sweat shop.
作者強烈批評台積電的高壓工作環境與東亞企業文化,擔憂其行業壟斷對工程師權益的負面影響。 -
Chip production: Russia builds first own lithography systems
俄羅斯在半導體技術(如EUV)嚴重落後,因技術孤立與資源不足,短期難追趕中美台等領先國家。 -
2inch GaAs on Si wafer
該砷化鎵晶片商業價值低且潛藏毒性風險,專家警告需謹慎處理以避免健康危害。 -
GlobalFoundries, Taiwanese chipmaker UMC consider merger, sources say
格羅方德與聯電可能於2025年合併,以強化成熟製程市場地位,挑戰台積電主導的產業格局。 -
How to move out of the industry?
半導體設備工程師因職業倦怠尋求轉型,但憂心跨領域轉職可能面臨薪資大幅下降。 -
Struggling to Land My First Job in the Semiconductor Industry Need Advice & Resume Review
半導體博士求職不順,尋求履歷優化與產業界轉換的具體建議,反映學術背景轉實務的挑戰。 -
Is VLSI engineering work monotonous?
探討VLSI工程師工作的單調性與創造性比例,以評估其是否適合偏好解決問題的求職者。 -
Daily: US-China tech war spirals; Trump cuts BIS funding; Interview w Gelsinger
美中科技戰持續升級,從半導體管制到供應鏈重組,加劇全球技術與地緣政治對立。 -
Applied Materials Project Manager Interview
求職者徵求Applied Materials專案經理職位的面試經驗,聚焦半導體製造業務單位的準備技巧。 -
Semiconductors
比較台新兩國電機學位:新加坡國際化與高薪優勢,台灣則以性價比及半導體產業連結見長。 -
Will TSMC be only with "2nm" class process node?
分析台積電可能獨占2奈米以下先進製程市場,因三星與英特爾的技術延遲或退出競爭。
目錄
- 1. Rant: TSMC is just sweat shop.
- [2. Chip production: Russia builds i
first own lithography systems](#2-chip-production-russia-builds-i-first-own-lit) - 3. 2inch GaAs on Si wafer
- 4. GlobalFoundries, Taiwanese chipmaker UMC consider merger, sources say
- 5. How to move out of the industry?
- 6. Struggling to Land My First Job in the Semiconductor Industry Need Advice & Resume Review
- 7. Is VLSI engineering work monotonous?
- [8. Daily: US-China tech war spirals; Trump cu
BIS funding; Interview w Gelsinger](#8-daily-us-china-tech-war-spirals;-trump-cu-bis) - 9. Applied Materials Project Manager Interview
- 10. Semiconductors
- 11. Will TSMC be only with "2nm" class process node?
1. Rant: TSMC is just sweat shop.
這篇文章的核心討論主題是作者對台積電(TSMC)工作文化的強烈不滿和批評,主要聚焦於以下幾點:
- 高壓工作環境:作者將台積電在美國的晶圓廠比作「中國血汗工廠」,批評其極端的工作節奏(無休假日、日夜加班),並以「現在或昨天」的急迫性要求員工。
- 行業壟斷的隱憂:作者擔憂台積電若擊敗所有競爭對手,工程師將失去職場選擇權,導致公司可肆意壓低薪資,形成對勞工的不利局面。
- 對東亞企業文化的批判:文中直指這種「割喉式」(throat-cut)的競爭文化僅讓台積電股東獲益,卻無法創造真正的贏家(包括員工和行業生態)。
整體而言,這是一篇情緒化的發洩(rant),反映作者對台積電高壓管理、行業壟斷風險及東亞職場文化的負面觀感,並隱含對工程師勞動權益的擔憂。
- Reddit 連結: https://reddit.com/r/Semiconductors/comments/1joksa1/rant_tsmc_is_just_sweat_shop/
- 外部連結: https://www.reddit.com/r/Semiconductors/comments/1joksa1/rant_tsmc_is_just_sweat_shop/
- 發布時間: 2025-04-01 10:12:40
內容
Got a really long day due to TSMC. Just a rant. It felt like TSMC to US fab is just like Chinese sweat shop to manufacturing in western countries. Jesus they work like there is no tomorrow. No weekend and no night, everything they want is either now or yesterday.
Fucking Christ don't they know if they beat all competitions, the engineers will be the next on chopping block? Like there will be no other companies to jump to. So TSMC can and will suppress the salary cost to the ti```!
This type of throat cut east asian culture make no winner, except the shareholders of TSMC.
Sorry just a rough day. Vent out.
討論
評論 1:
Fab work in general is for the young. I'm glad I don't have to do it anymore.
Samsung was absolutely awful, I can't imagine TSMC being any better.
評論 2:
It's not just TSMC that's that demanding I work in an Intel (luckily not for them but for a vendor) fab and they are exactly the same.
評論 3:
Just curious , are you Taiwanese or American ? Cuz TSMC experience will mean a lot to them in coming years
評論 4:
Welcome to manufacturing!
評論 5:
Yeah man. It takes a certain kind of person to work in a fab for a long period. Im glad I did young when I entered the industry but super glad I dont work for the fab companies any more. I just go in there for time to time.
2. Chip production: Russia builds i first own lithography systems \{#2-chip-production-russia-builds-i-first-own-lit}
這段討論的核心主題是 俄羅斯在半導體技術(特別是極紫外光刻EUV技術)方面的落後現狀及其與中國、美國和台灣的差距。
具體要點包括:
-
技術落後性:
- 俄羅斯目前僅能生產90奈米(2007年水準)和40奈米(用於飛彈)的晶片,遠落後於全球先進製程(如台積電的5奈米以下)。
- 即使嘗試研發EUV技術(如固態EUV光源),其轉換效率(4%)和技術成熟度仍遠低於ASML等領導企業,且缺乏配套技術(如EUV掩模製造)。
-
與中國的對比:
- 中國雖通過巨額投資和技術轉移逼近EUV門檻,但尚未完全突破;而俄羅斯因長期缺乏外國技術支持,追趕難度更大。
- 俄羅斯的EUV研究僅達1995年水準,且缺乏產業化能力。
-
戰略目標差異:
- 俄羅斯並未以趕超台/中/美為目標,而是聚焦於滿足軍工等特定需求(如飛彈用40奈米晶片)。
-
國際技術孤立:
- 俄羅斯因與西方關係惡化,難以取得關鍵設備(如ASML的EUV機台),加劇技術發展困境。
總結:討論強調俄羅斯在半導體領域的技術斷層與地緣政治限制,並對比中國的進展,凸顯其短期內難以縮小與領先國家的差距。
- Reddit 連結: https://reddit.com/r/Semiconductors/comments/1jo9ntd/chip_production_russia_builds_its_first_own/
- 外部連結: https://www.heise.de/en/news/Chip-production-Russia-builds-its-first-own-lithography-systems-10334572.html
- 發布時間: 2025-04-01 02:02:46
內容
You can buy stuff on ebay that is better than that. LOL Even China is stuck trying to squeeze 5nm chips out of DUV machines and they have had access to foreign technology up until recently. Russia has a long way to go without access to foreign technology like China had to try and catch up.
China, even with trillions in theft and billions in investment. Has yet to reach the EUV threshold. Russia has a long way to go. Is it as good as ASML ? Not great for modern standards but from what I checked it looks like theyre also trying to make an EUV litho like China. They made a solid state EUV source with 4% conversion efficiency at 11.2 nm, I think that paper also got an AIP rising star award iirc. Theyre still far behind though, especially with EUV mask making but the institute that made the EUV source have also made some paten``` for ASML before when relations were better. Yes, this is 1995 level tech. But per the article, Russia uses 40 nm for their missiles (2007) and can already make 90 nm stuff.
So yeah, they are not catching up to Taiwan/China/US any time soon. But theyre not trying to.
討論
評論 1:
You can buy stuff on ebay that is better than that. LOL
評論 2:
Even China is stuck trying to squeeze 5nm chips out of DUV machines and they have had access to foreign technology up until recently. Russia has a long way to go without access to foreign technology like China had to try and catch up.
China, even with trillions in theft and billions in investment. Has yet to reach the EUV threshold. Russia has a long way to go.
評論 3:
Is it as good as ASML ?
評論 4:
Not great for modern standards but from what I checked it looks like theyre also trying to make an EUV litho like China. They made a solid state EUV source with 4% conversion efficiency at 11.2 nm, I think that paper also got an AIP rising star award iirc. Theyre still far behind though, especially with EUV mask making but the institute that made the EUV source have also made some paten``` for ASML before when relations were better.
評論 5:
Yes, this is 1995 level tech. But per the article, Russia uses 40 nm for their missiles (2007) and can already make 90 nm stuff.
So yeah, they are not catching up to Taiwan/China/US any time soon. But theyre not trying to.
3. 2inch GaAs on Si wafer
这篇文章的核心討論主題可以總結為以下幾點:
-
物品的價值與用途不確定性:
- 作為半導體(GaAs on Si)的商業價值極低,因為其功能、電路設計和完成度不明。
- 作為收藏品或博物館文物,價值同樣受限,因缺乏歷史背景和真實性證明(需科學分析驗證材質)。
-
技術挑戰與實用性質疑:
- 在矽基板上沉積砷化鎵(GaAs)的技術難度高,但當前樣品可能僅具裝飾用途。
- 未封裝於防靜電袋中,可能已損壞,且缺乏保護塗層或完成度資訊。
-
潛在的健康與安全風險:
- 砷化鎵(GaAs)中的砷(As)具有高度毒性,不當處理可能釋放有害顆粒,危及持有者及周遭人員(如吸入或攝入)。
- 作者強調專業環境(如層流操作)的必要性,並批評隨意處置的危險性。
-
建議行動:
- 呼籲謹慎處理或妥善廢棄,因未知的化學狀態(如砷化合物)可能加劇風險。
核心結論:
該物品的技術價值模糊且潛藏嚴重健康風險,作者從專業角度質疑其實用性,並強烈警告不當處置的後果。
- Reddit 連結: https://reddit.com/r/Semiconductors/comments/1jogvut/2inch_gaas_on_si_wafer/
- 外部連結: https://i.redd.it/aq3qhfsev3se1.jpeg
- 發布時間: 2025-04-01 07:01:51
內容
If you wanted to sell it as a semiconductor, probably $5. Nobody knows what it does, what the circuitry looks like.
As a collectors item or museum artifact? No idea, but probably also low since we dont know the history or provenance of this item. How do you even know it's really GaAs on Si. You'd have to do analysis on it to prove that's really what it is.
FWIW depositing epi GaAs on Si is not easy. I would like one for my desk. I doubt it would be useful for much other than a decoration at this point. Sell them to a museum's gift shop for souvenirs, Id pay for shipping for one or two Man, without actually knowing the architecture, you can't do anything with these.
Do you even know if they are finished?
Are they coated with a protective layer.
Also, they are not packaged in a non-static bag. So they could already be ruined.
If I were you, I would dispose of those carefully seeing Ga i```elf is not very dangerous , some compound can be. And since you don't really know what type of Ga you are dealing with.. I can tell you that the As part is fucking dangerous!!
Arsenide is nothing to fuck around with!
I work with this bi-weekly and we have special stickers to denote that GaAs is involved so we know what toso when a wafer breaks.
And we work under laminar flow, you are just sitting at your desk.
Just handling these can already produce particles that you inhale or family members/pe``` can inhale or ingest.
Not smart.
討論
評論 1:
If you wanted to sell it as a semiconductor, probably $5. Nobody knows what it does, what the circuitry looks like.
As a collectors item or museum artifact? No idea, but probably also low since we dont know the history or provenance of this item.
評論 2:
How do you even know it's really GaAs on Si. You'd have to do analysis on it to prove that's really what it is.
FWIW depositing epi GaAs on Si is not easy.
評論 3:
I would like one for my desk. I doubt it would be useful for much other than a decoration at this point.
評論 4:
Sell them to a museum's gift shop for souvenirs, Id pay for shipping for one or two
評論 5:
Man, without actually knowing the architecture, you can't do anything with these.
Do you even know if they are finished? Are they coated with a protective layer.
Also, they are not packaged in a non-static bag. So they could already be ruined.
If I were you, I would dispose of those carefully seeing Ga i```elf is not very dangerous , some compound can be. And since you don't really know what type of Ga you are dealing with.. I can tell you that the As part is fucking dangerous!!
Arsenide is nothing to fuck around with!
I work with this bi-weekly and we have special stickers to denote that GaAs is involved so we know what toso when a wafer breaks.
And we work under laminar flow, you are just sitting at your desk.
Just handling these can already produce particles that you inhale or family members/pe``` can inhale or ingest.
Not smart.
4. GlobalFoundries, Taiwanese chipmaker UMC consider merger, sources say
根據路透社的報導,核心討論主題是 GlobalFoundries(格羅方德)與臺灣晶圓代工廠聯電(UMC)正在考慮潛在的合併計劃,該消息由《日經新聞》披露,並提及雙方可能在2025年達成交易。
重點摘要:
- 合併可能性:兩家半導體代工巨頭正評估合併的可行性,若成功將重塑全球晶圓代工產業格局。
- 產業背景:全球半導體競爭加劇,企業通過整合提升規模與技術能力,以應對台積電(TSMC)等領先者的優勢。
- 潛在影響:合併可能強化雙方在成熟製程市場的地位,並挑戰現有競爭格局。
- 時間框架:談判尚處早期階段,目標可能在2025年達成協議。
此議題涉及半導體供應鏈的戰略動向,值得關注後續發展。
- Reddit 連結: https://reddit.com/r/Semiconductors/comments/1joj92j/globalfoundries_taiwanese_chipmaker_umc_consider/
- 外部連結: https://www.reuters.com/markets/deals/globalfoundries-taiwanese-chipmaker-umc-mull-potential-merger-nikkei-reports-2025-03-31/
- 發布時間: 2025-04-01 08:56:02
內容
討論
無討論內容
5. How to move out of the industry?
這篇文章的核心討論主題是:
一名半導體設備工程師對職業現狀的倦怠感與尋求職涯轉型的可能性。
具體要點包括:
- 對當前工作的矛盾心理:作者雖勝任現職且獲得正面評價,但認為工作本質(如高壓的產線維護、對停機與安全問題的擔憂)令人身心俱疲("soul sucking")。
- 轉職動機:渴望擺脫重複性高的技術角色("fab monkey"),追求更具發展性或滿足感的工作內容。
- 對轉型的疑慮:擔憂離開半導體製造業(fabs)後可能面臨的薪資大幅下降("pay cut"),並尋求其他可行職涯方向的建議。
整體而言,文章聚焦於「科技製造業技術人員的職業倦怠」與「跨領域轉職的權衡與可能性」。
- Reddit 連結: https://reddit.com/r/Semiconductors/comments/1joooqe/how_to_move_out_of_the_industry/
- 外部連結: https://www.reddit.com/r/Semiconductors/comments/1joooqe/how_to_move_out_of_the_industry/
- 發布時間: 2025-04-01 14:03:12
內容
I've been an equipment engineer in the industry for a bit and I think I do a decent job (decent to good reviews, good opinions from coworkers), but holy hell can it be a soul sucking job. I like working on machines but I'd also like not feeling like I'm shackled to being a fab monkey for the rest of my career, always worried about down time or safety issues. What are my options to branch out, if you guys know any? I assume the pay cut can be pretty steep when moving out of fabs?
討論
評論 1:
Equipment vendor side - e.g. equipment start-up engineer?
評論 2:
what do you mean by out of industry? out of semicon? or out of manufacturing?
if you want out of semicon, i``` relatively simple since semicon is the most stringent, any manufacturing will be glad to have you. i have seen colleagues transition to shipbuilding and light industry (manufacturing printers).
if you want out of manufacturing, you can leverage your knowledge on maintenance/leadership instead of machine knowledge and transition to civil engineering. Take care of facilities management like bridge, road, train station, etc. Settle for govt job.
評論 3:
Been going through the same thing.
People who don't work in fab ops really have no idea how brutal and miserable it can be. Same goes for any manufacturing in the US.
My solution was to hop to a better company. The raise, change of scenery, superior culture, and new challenges (new department) have been enough to reinvigorate my engagement with the job.
Yeah, it's a certainty that I'll burn out again, but this has allowed me a few more years of high income until I inevitably can't take it anymore and pull the ripcord.
Other paths are management, sales, vendor roles.
6. Struggling to Land My First Job in the Semiconductor Industry Need Advice & Resume Review
這篇文章的核心討論主題是:
一位半導體器件領域的博士畢業生(目前剛結束博士後研究四個月)在求職半導體產業第一份工作時遇到困難,尋求職涯建議與履歷優化的協助。
具體可分為兩部分:
- 求職困境:作者擁有相關學術背景(PhD + 短期博士後),但未能順利進入產業界,希望獲得求職策略的具體建議。
- 履歷檢視:附上履歷截圖,請求他人評估內容是否需調整以提高競爭力。
隱含議題可能包括:
-
學術背景轉產業界的挑戰
-
半導體產業當前就業市場的競爭狀況
-
履歷如何凸顯博士級人才的技術與產業相關性
-
Reddit 連結: https://reddit.com/r/Semiconductors/comments/1jod25c/struggling_to_land_my_first_job_in_the/
-
外部連結: https://www.reddit.com/r/Semiconductors/comments/1jod25c/struggling_to_land_my_first_job_in_the/
-
發布時間: 2025-04-01 04:20:30
內容
I am trying to get my first job in the semiconductor industry. I did my PhD in Semiconductor Devices, and it has been four months since my postdoc, but I haven't been able to find another job. Could you give me some suggestions? Also, could you check my resume? Thank you.
https://preview.redd.it/nmyt581333se1.png?width=533&format=png&auto=webp&s=d443746c45dec5470cffa4974abfdd7a315aceca
https://preview.redd.it/58nps71333se1.png?width=508&format=png&auto=webp&s=41e88b3da1cbcde3c2118f756b1d68852ac46de4
討論
評論 1:
OP, what companies have you tried?
評論 2:
Look into the toolmakers: KLA, LAM, Applied Materials
評論 3:
I can also recommend looking into "Applications Engineer" roles at ASML for example.
評論 4:
Reduce to one page. Combine experience and key projec, this should be the second section: particulars including work righ, experience including specific achievemen``` in each role, education, 'other things' like certifications last.
Understand that the jobs market for graduates right now is awful. Almost everyone is in a hiring freeze except for experienced hires. Just keep trying.
For people in their degrees checking this thread: this is one of the reasons you should enter industry as soon as possible, and I say that as someone who went the PhD route instead. In hard times, companies are more likely to hire a person with experience than a person with extra education.
7. Is VLSI engineering work monotonous?
文章的核心討論主題是探討「VLSI工程師的工作是否單調乏味」,並與提問者當前從事的IT工作進行對比。具體聚焦以下幾點:
-
工作性質的擔憂:
提問者(現為IT從業者)強調自己偏好「解決問題」而非「重複性任務」,因此希望了解VLSI工程領域的日常工作內容是否過於單調或重複。 -
VLSI工程師的職務分析:
討論VLSI工程師工作中「單調性」與「創造性」的比例分配,例如設計、驗證、測試等環節的重複性程度,以及創新解決問題的空間(如架構設計、優化等)。 -
職業轉換的考量:
隱含對職業選擇的評估,試圖比較IT與VLSI領域的工作體驗差異,以判斷是否符合個人對「挑戰性」和「多樣性」的追求。 -
量化需求:
直接詢問單調性與創造性的百分比,反映對具體數據的期待,但實際比例可能因公司、職位階段(初階vs.資深)或專案類型而異。
總結:文章核心在於評估VLSI工程工作的多樣性與挑戰性,幫助提問者判斷該領域是否適合其解決問題導向、厭惡單調的職業偏好。
- Reddit 連結: https://reddit.com/r/Semiconductors/comments/1jo9wka/is_vlsi_engineering_work_monotonous/
- 外部連結: https://www.reddit.com/r/Semiconductors/comments/1jo9wka/is_vlsi_engineering_work_monotonous/
- 發布時間: 2025-04-01 02:12:17
內容
Is VLSI engineering work monotonous? Currently, I am working in IT. I like to solve problems, I don't like monotonous work. Does VLSI engineer work too monotonous/repetitive, Can you tell me how much percentage is monotonous and creative?
討論
評論 1:
Define whats monotonous for you?
評論 2:
If you plan to jump from IT to VLSI, you should have a BSEE at the very least, and know someone.
Most of that work is considerd IC digital design, and needs a masters+ from highly rated schools.
You are looking at very elite work.
The work is like recess all day.
You might be able to first go to board design and get some FPGA work or work hardening FPGA to ICs. But I have been out for a long while now, so the design flow may be different now.
Even that work is going to be very competitive.
8. Daily: US-China tech war spirals; Trump cu BIS funding; Interview w Gelsinger \{#8-daily-us-china-tech-war-spirals;-trump-cu-bis}
該文章的核心討論主題圍繞於美中科技戰的持續升級,特別是以下幾個重點:
-
特朗普政府政策對美中科技競爭的影響:
文章分析特朗普任內對中國科技企業(如華為、TikTok)的制裁措施,以及這些政策如何加劇兩國科技領域的對立,並可能成為未來美國對華戰略的長期基調。 -
拜登政府的延續與調整:
儘管拜登政府在某些領域(如關稅)有所調整,但整體仍延續對中國科技產業的壓制,尤其在半導體、AI等關鍵技術的出口管制上持續收緊。 -
中國的應對與自主創新:
討論中國如何通過「自主可控」政策(如半導體國產化)回應美國制裁,並分析其技術突破的進展與挑戰。 -
全球供應鏈重組與地緣政治風險:
美中科技戰加速全球供應鏈分散化(如「友岸外包」),並對其他國家(如荷蘭、韓國)的科技產業造成連鎖效應。 -
未來展望與潛在衝突點:
預測兩國在AI、量子計算等前沿技術的競爭將進一步激化,並可能因台灣問題或技術標準主導權引發更大摩擦。
總結而言,文章聚焦於美中科技對抗的螺旋式升級,探討其歷史脈絡、當前政策動向及對全球科技與經濟秩序的深遠影響。
- Reddit 連結: https://reddit.com/r/Semiconductors/comments/1joqtch/daily_uschina_tech_war_spirals_trump_cuts_bis/
- 外部連結: https://chipbriefing.substack.com/p/daily-us-china-tech-war-spirals-trump
- 發布時間: 2025-04-01 16:40:17
內容
連結: https://chipbriefing.substack.com/p/daily-us-china-tech-war-spirals-trump
討論
無討論內容
9. Applied Materials Project Manager Interview
這篇文章的核心討論主題是:
請求有關Applied Materials公司「項目經理(i製造業務部門)」職位面試的建議與經驗分享。
具體重點包括:
- 面試準備求助:作者即將參加Applied Materials的面試,希望獲得相關面試技巧。
- 特定職位與部門:目標職位是「項目經理」,所屬部門為「i製造業務單位」(可能與半導體或顯示器製造相關)。
- 經驗交流:徵求有Applied Materials面試經驗者的建議,尤其針對該公司的面試流程。
簡言之,這是一篇尋求職場社群支援的貼文,聚焦於特定企業及職位的面試準備。
- Reddit 連結: https://reddit.com/r/Semiconductors/comments/1johv6l/applied_materials_project_manager_interview/
- 外部連結: https://www.reddit.com/r/Semiconductors/comments/1johv6l/applied_materials_project_manager_interview/
- 發布時間: 2025-04-01 07:48:00
內容
I have an interview soon with Applied Materials for a project manager role in i``` manufacturing business unit. I would appreciate any tips from anyone who has gone through Applied Materials interview process.
Thank you.
討論
無討論內容
10. Semiconductors
以下為台灣與新加坡大學電機工程學士學位的核心比較主題總結:
-
學術排名與國際聲譽
- 新加坡大學(如NUS、NTU)在國際排名(QS、THE)通常高於台灣頂尖大學(如台大、清大),反映更強的全球競爭力與研究資源。
-
課程結構與專業方向
- 台灣:強調理論基礎與傳統電機領域(電力系統、控制工程),選修彈性較低。
- 新加坡:課程模組化,結合跨學科應用(如AI、生醫電子),並注重實務與創新。
-
教學語言與國際化
- 新加坡全英語教學,國際學生比例高,有利全球化職涯;台灣部分課程以中文授課,國際化程度較低。
-
學費與獎學金
- 台灣學費較低(年均約3,000-5,000美元),適合預算有限的學生;新加坡學費高(年均1.5萬-2.5萬美元),但政府補助與獎學金機會多。
-
產業連結與就業前景
- 新加坡與跨國科技公司(如半導體、金融科技)合作緊密,畢業生起薪高(約4,000-5,000新幣/月);台灣優勢在本地半導體產業(台積電等),但起薪較低(約35,000-45,000台幣/月)。
-
研究資源與設備
- 新加坡政府投資充足,實驗室設備先進;台灣頂大研究實力強,但部分院校資源可能受限。
-
文化與生活成本
- 台灣生活費低廉,文化親和力高;新加坡生活成本高但治安佳,適合適應多元環境的學生。
結論:新加坡適合追求國際職涯、資源豐富的學生;台灣則以性價比高、在地產業優勢見長,需依個人職涯目標與經濟條件選擇。
- Reddit 連結: https://reddit.com/r/Semiconductors/comments/1joairr/semiconductors/
- 外部連結: https://www.reddit.com/r/Semiconductors/comments/1joairr/semiconductors/
- 發布時間: 2025-04-01 02:37:17
內容
compare Taiwan university and Singapore university with electrical engineering major (bachelor's degree)
討論
無討論內容
11. Will TSMC be only with "2nm" class process node?
這篇文章的核心討論主題是:在半導體製程技術邁向「2奈米」及更先進節點時,台積電(TSMC)是否會成為唯一的供應商。文章提到三星(Samsung)已取消相關計畫,英特爾(Intel)的20A和A18製程進展不明,因此探討在競爭對手退出或延遲的情況下,台積電是否將獨占「2奈米」及以下先進製程的市場。
總結重點:
- 探討台積電在「2奈米」及更先進製程的潛在壟斷地位。
- 分析競爭對手(三星、英特爾)的退出或技術延遲對市場的影響。
- 質疑半導體先進製程未來是否僅剩台積電一家主要供應商。
- Reddit 連結: https://reddit.com/r/Semiconductors/comments/1joccrj/will_tsmc_be_only_with_2nm_class_process_node/
- 外部連結: https://www.reddit.com/r/Semiconductors/comments/1joccrj/will_tsmc_be_only_with_2nm_class_process_node/
- 發布時間: 2025-04-01 03:52:05
內容
Will TSMC be only with "2nm" class process node? After Samsung cancel it and Intel cancel 20A and A18 is still out of sight and there is no news about it will there left only one manufacter of "2nm" and sub 2nm process?
討論
評論 1:
Are you saying Intel 18A isnt a 2nm process? Or are you saying chips wont actually be manufactured on 18A?
評論 2:
Samsung according to web articles is targeting 2nd half of 2025 for full scale production at 2nm. https://wccftech.com/samsung-could-beat-```mc-in-the-2nm-race/
Assuming they can find customers that will choose them over TSMC.
評論 3:
Only the three you mention will have the process capability to achieve 2nm and beyond. Intel will shift their focus on larger sizes and get manufacturing back to where it needs to be before investing millions in R&D to get to beyond 2nm (although ASML and Intel are very closely linked and some of the ASML development is done with Intel, but still doubt it will go into production soon). Only real rival will be Samsung, and if they are taking a step back, don't see anyone else going after it... Samsung will get there, but TSMC does appear to be miles ahead in terms of manufacturability at small scale.
評論 4:
Rapidus in Japan is aiming to be the main competitor to ```m for 2nm.
評論 5:
Yes, no doubt. They are too much advanced.
總體討論重點
以下是11篇討論的重點條列總結,並附上對應文章錨點連結與逐條細節:
1. Rant: TSMC is just sweat shop.
重點:
- 高壓工作環境:批評台積電在美國廠區的「血汗工廠」文化,包括無休假日、強制加班與緊迫的工作要求。
- 行業壟斷風險:擔憂台積電獨佔市場後,工程師議價權下降,導致薪資壓榨。
- 東亞企業文化批判:認為「割喉競爭」僅有利股東,損害員工權益與產業生態。
2. [Chip production: Russia builds i first own lithography systems](#2-chip-production-russia-builds-i-first-own-lit)
重點:
- 技術落後:俄羅斯僅能生產90/40奈米晶片,EUV技術效率低(4%),缺乏配套產業鏈。
- 國際孤立:因西方制裁,難以取得ASML設備,技術發展受限。
- 戰略差異:聚焦軍工需求(如飛彈晶片),無意追趕先進製程。
3. 2inch GaAs on Si wafer
重點:
- 價值不明:GaAs-on-Si晶片商業與收藏價值低,缺乏技術與歷史驗證。
- 安全風險:砷化鎵具毒性,不當處理恐釋放有害物質。
- 專業建議:需在層流環境操作或廢棄,避免健康危害。
4. GlobalFoundries, Taiwanese chipmaker UMC consider merger, sources say
重點:
- 產業整合:GlobalFoundries與聯電(UMC)擬合併,以強化成熟製程市場競爭力。
- 戰略動機:應對台積電優勢,目標2025年完成交易。
5. How to move out of the industry?
重點:
- 職業倦怠:半導體設備工程師厭倦高壓產線維護工作,尋求轉型。
- 轉職障礙:擔憂薪資下降,缺乏其他領域職涯方向建議。
6. Struggling to Land My First Job in the Semiconductor Industry
重點:
- 求職困境:半導體博士畢業生難獲產業職位,需履歷優化與策略建議。
- 學術轉產業挑戰:如何凸顯博士研究與產業需求的關聯性。
7. Is VLSI engineering work monotonous?
重點:
- 工作性質評估:探討VLSI工程中「重複性任務」與「創造性解決問題」的比例。
- 職業轉換考量:對比IT與VLSI領域的多樣性,判斷是否符合個人偏好。
8. [Daily: US-China tech war spirals; Trump cu BIS funding; Interview w Gelsinger](#8-daily-us-china-tech-war-spirals;-trump-cu-bis)
重點:
- 科技戰升級:美中在半導體、AI等領域的制裁與反制措施。
- 供應鏈重組:地緣政治加速「友岸外包」,衝擊全球科技生態。
9. Applied Materials Project Manager Interview
重點:
- 面試準備:尋求Applied Materials「i製造部門」項目經理職位的面試經驗分享。
10. Semiconductors
重點:
- 教育比較:台星大學電機工程差異(新加坡國際化高、台灣性價比強)。
- 就業前景:新加坡跨國企業起薪高,台灣半導體在地產業優勢。
11. Will TSMC be only with "2nm" class process node?
重點: