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〈工研院新院士〉瑞昱拿下3奈米ASIC订单 看好台湾值得投资的两大关键领域

2026-10-20 17:38:38 网络 阅读(58)

IC设计大厂瑞昱(2379-TW)董事长邱顺建今(7)日获颁第15届工研院院士,会后受访表示,瑞昱持续布局先进制程与AI领域,目前ASIC已推进至3奈米制程,并透露持续与辉达(NVDA-TW)及其他国际大厂合作,看好高速传输介面与交换器都是台湾IC设计产业未来值得投入的领域。

〈工研院新院士〉瑞昱拿下3奈米ASIC订单 看好台湾值得投资的两大关键领域

瑞昱近年在先进制程布局与国际大厂相比略显保守,不过,此次随着瑞昱透露已布局3奈米,显示瑞昱在先进制程的专案已有所进展,进一步往更高阶产品延伸。

针对联发科(2454-TW)先前获得辉达投资,邱顺建认为,联发科近年与大型科技公司合作发展ASIC客制化晶片的模式,是产业发展「必然的趋势」,也是台湾IC设计产业升级过程中自然会出现的变化。

邱顺建也透露,瑞昱与国际大型科技公司之间的合作并不只有外界目前看到的项目,仍有众多合作正在进行,只是部分专案涉及客户保密协议,现阶段无法对外说明,未来可能要等产品推出或双方正式发布消息后,市场才会看见,此外,也指出瑞昱已加入ESUN(Ethernet for Scale-Up Networking)联盟。

至于是否会仿效其他台湾IC设计公司,引进国际科技大厂策略投资,邱顺建表示,投资要看双方「缘分」,但企业合作与业务发展并不一定要透过股权投资,投资只是加分项,真正关键仍在于瑞昱本身能否持续替客户创造价值。

他指出,过去IC设计业多以开发标准型产品为主,但随着大型科技公司系统复杂度提高、产品差异化需求增加,客户自然会产生更多客制化IC需求。透过IC设计公司与客户共同开发,可加快产品推出速度,也有助整体科技产业快速迭代。

邱顺建并透露,瑞昱本身其实早已有零星ASIC业务,只是目前规模没有联发科大,至于未来是否扩大,他表示「方向上是这样」,但ASIC业务必须与客户高度密切合作,实际规模仍会随着客户专案与生意发展逐步扩张。

除了ASIC外,瑞昱也同步强化AI网通相关技术。邱顺建点名,高速介面与交换器(Switch)都是台湾IC设计产业未来值得投入的领域。随着AI伺服器与资料中心规模持续放大,晶片之间、伺服器之间乃至整座资料中心内部的资料交换需求快速增加,也使高速网路与交换器晶片的重要性大幅提升。

邱顺建指出,光通讯同样是瑞昱下阶段布局重点,光通讯已成为AI应用非常重要的核心技术,全球业者都在积极投入,瑞昱也正建立相关IP与产品。不过相较全球领先业者,台湾在此领域仍有一定差距,未来几年将是台湾产业非常重要的布局方向。

在无线网路方面,瑞昱技术演进同样加快。邱顺建表示,公司目前已不只是开发Wi-Fi 8,而是Wi-Fi 8已进入量产阶段,研发也持续往下一世代技术推进。

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