《 張忠謀自傳》2025 ，是百科/聖經，談到不少TSMC 的成功要素，如強調職業道德等十守則....，製造-服務-品質等，都是難能可貴的。2026年初TSMC 宣稱投資日本3奈米廠(經濟日報202502 台積電今年產能7成 輝達包辦 每季.....。Japan's integrated circuit (IC) design landscape is dominated by a mix of traditional, large-scale IDMs (Integrated Device Manufacturers) that design their own chips and specialized, high-performance, fabless companies. The industry is heavily focused on automotive, imaging, power management, and industrial applications.。半導體界重要的人物，可惜全書缺索引， 也無法知道了不起的公司Texas Instruments及與我國相關的董事長Patrick Eugene Haggerty(1969–1970)事蹟；《 張忠謀自傳1931~64》台北：天下文化，1998.....

 

《 張忠謀自傳》2025 ，第一優先是英文版。第二優先是日文版：近年幾本台灣關於半導體的書都有日文本，半導體界重要的人物的《 張忠謀自傳》是百科/聖經，談到不少TSMC 的成功要素，如強調職業道德等十守則....，製造-服務-品質等，都是難能可貴的。 張忠謀在一處談到，TSMC主要顧客絕大多數在美國，牠餓們有許多"設計公司"，這是日本經常忽略的，果如此，日本半導體會......光是強調晶圓廠的建造，如 Rapidus，還是不足以有大成就。

2026年初TSMC 宣稱投資日本3奈米廠

Hanching Chung

2025年2月24日 ·

分享對象：所有人

經濟日報 台積電今年產能7成 輝達包辦 每季.....

系列報導"AI新靠山 台積CoWoS盛世"

天下雜誌 817期 2025-02-19 ，科普間廠商奮鬥故事，值得一讀

可惜未包括TSMC 在日本的研發工作....

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AI Overview

Japan's integrated circuit (IC) design landscape is dominated by a mix of traditional, large-scale IDMs (Integrated Device Manufacturers) that design their own chips and specialized, high-performance, fabless companies. The industry is heavily focused on automotive, imaging, power management, and industrial applications.

Here are the major IC design houses and companies with significant design operations in Japan:

Top IC Design and Semiconductor LeadersRenesas Electronics Corporation: Japan's leading MCU (microcontroller unit) and SoC (System-on-Chip) designer, with a massive presence in automotive and industrial applications.
Sony Semiconductor Solutions Group: The global leader in image sensors (CMOS) and a major designer of logic ICs.

Socionext Inc.: A prominent fabless design company specializing in SoC solutions for video and imaging systems, networking, and automotive, formed from the merging of Fujitsu and Panasonic's system LSI businesses.

ROHM Semiconductor: A major designer and manufacturer of power management ICs, analog ICs, and SiC (Silicon Carbide) power devices.
Kioxia Holdings Corporation: A top supplier of NAND flash memory, formerly Toshiba Memory.

MegaChips Corporation: A leading fabless IC design company focusing on custom SoCs and application-specific ICs (ASICs) for consumer and industrial electronics.
Toshiba Electronic Devices & Storage Corporation: Focuses on power semiconductors, analog ICs, and system LSIs.

Key Power & Specialized IC Designers

Mitsubishi Electric Corporation: Strong in power semiconductors and automotive ICs.
Fuji Electric Co., Ltd.: A major player in power semiconductors, which has grown significantly in the industrial market.
ABLIC Inc. (formerly Seiko Instruments): Known for specialized analog ICs, particularly battery protection ICs.
Nisshinbo Micro Devices Inc. (formerly New Japan Radio): Focuses on analog ICs, particularly operational amplifiers and power management.
Sanken Electric Co., Ltd.: Specializes in power electronics and analog power devices.
THine Electronics: Specializes in high-speed serial interface technology (LVDS) and mixed-signal LSIs.

Emerging & Future Design Ecosystem Rapidus Corporation: A new, government-backed entity established in 2022 to design and manufacture advanced 2nm logic chips, backed by major companies like Toyota, Sony, and SoftBank.
TSMC Japan 3DIC R&D Center: While a foundry, TSMC established this center in Tsukuba to collaborate with Japanese partners on advanced 3D IC packaging design and materials.
Wikipedia +2

Key Areas of Focus
Japanese IC design is currently shifting away from general-purpose DRAM toward: Automotive Semiconductors: Driven by Renesas and Rohm (power, microcontrollers).
Imaging/Sensors: Dominated by Sony.
Power Management: Key focus for Rohm, Mitsubishi, and Fuji Electric.
Advanced Packaging/System-Level: Supported by TSMC’s 3DIC R&D center and emerging 2nm efforts at Rapidus.
Wikipedia +5

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https://en.wikipedia.org/wiki/Texas_Instruments

Chairman of the board

Eugene McDermott, 1953–1955

1. Cecil Howard Green, 1955–1958
2. John Erik Jonsson, 1958–1969
3. Patrick Eugene Haggerty, 1969–1970

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張忠謀 (1931~)

《 張忠謀自傳1931~64》台北：天下文化，1998

張忠謀

　　1931年生於浙江鄞縣。美國麻省理工學院機械工程學士、碩士；史丹福大學電機工程博士。1958年任職於美國德州儀器公司，前後達二十五年。

　　歷任該公司IC部門總經理、全球半導體集團總經理以及總公司資深副總裁。1984年任職美國通用器材公司總裁。1985年來台，受聘為工業技術研究院院長。1986年創辦台灣積體電路製造公司，帶動台灣半導體業蓬勃發展。1988年受聘為工業技術研究院董事長。1990年代表台灣合資集團併購美國慧智科技公司，是當時台灣在國外最大之併購案，為國內科技業在國外成立重要新據點。1994年創立世界先進積體電路公司，為台灣企業邁入DRAM時代樹立一個新的里程碑。

 

目錄

序 大時代的創造者 余秋雨
出版者的話 為歷史留下紀錄──出版企業家傳記與回憶錄的用心 高希均
自序 那是一個多麼不同的時代！ 張忠謀

第一章    「大時代」中的幼少年　
第二章    哈佛大學與麻省理工　
第三章    進入半導體業　
第四章    初試啼聲──德州儀器公司　
第五章    重拎書包──史丹福大學　

附錄　　
文藝少年：伊莉莎伯／勝利的前夕／殺臭蟲　
科技觀點：台灣半導體業的機會／發展台灣科技業　
重要演講：知識經濟之迷思／談創新／終身學習因應挑戰
張忠謀大事年表

庫存之惡：特斯拉的教訓，商業機密，轉向 AI 產業逃避？：2024 伊隆馬斯克的特斯拉未售庫存規模如此龐大，甚至從太空都能看到：有報道稱，僅在美國各地的停車場就停放著近5萬輛特斯拉——數量之多，以至於從太空都能看到。....儘管特斯拉的庫存量很大，但與傳統汽車製造商相比，其庫存水準仍然相對較低。根據Reddit報道，傳統汽車製造商通常擁有更高的「庫存週轉天數」。.

 伊隆馬斯克的特斯拉未售庫存規模如此龐大，甚至從太空都能看到：有報道稱，僅在美國各地的停車場就停放著近5萬輛特斯拉——數量之多，以至於從太空都能看到。

利用衛星影像，像Sherwood News這樣的媒體發現，特斯拉位於德州的超級工廠的許多廠房在2023年底還處於部分滿載運轉狀態，到2024年3月就已完全爆滿。

其他儲存地點，包括空置的購物中心和停車場，也正被填滿。

特斯拉報告稱，2024年第一季生產了433,371輛汽車，但僅售出386,810輛，導致數萬輛汽車滯銷。

這種庫存過剩反映出電動車市場成長放緩，以及特斯拉的降價未能吸引買家。

衛星影像顯示，數百輛特斯拉停放在聖路易斯切斯特菲爾德購物中心等場所外。

以及加州莫雷諾谷的西爾斯百貨等前零售場所。

儘管特斯拉對扭轉庫存積壓局面仍持樂觀態度，但未售車輛的不斷增加引發了人們對其曾經佔據主導地位的品牌長期需求的擔憂。

人工智慧概述

衛星圖像顯示特斯拉大量未售車輛…

截至2024年初，特斯拉麵臨大量可見的未售車輛積壓，有報道稱，第一季生產但未交付的車輛接近5萬輛。這些車輛，包括大量的Model Y和Cyber​​truck，在衛星圖像中被發現停放在停車場、廢棄的購物中心以及位於德克薩斯州、德國和中國的超級工廠，表明與往年相比，庫存大幅增加。

Reddit

特斯拉庫存過剩的關鍵細節

產量與交付量：2024年第一季度，特斯拉生產了433,371輛汽車，但僅交付了386,810輛，約47,000輛的缺口。

庫存堆積如山：衛星圖像顯示，工廠和一些衛星地點（例如聖路易斯一家空置的購物中心和德國的一個機場）的停車場都已爆滿。

庫存積壓的原因：造成庫存積壓的因素包括電動車市場成長速度低於預期、競爭加劇，以及Cyber​​truck早期產能爬坡問題。

庫存管理：為了因應庫存過剩，特斯拉並沒有削減庫存，反而增加了庫存。根據Electrek報導，特斯拉利用空置的購物中心停車場，並實施了創紀錄的租賃價格和獎勵措施。

生產調整：根據《財富》雜誌報道，為了應對高庫存，尤其是Cyber​​truck的庫存，特斯拉已將部分工人調配到其他更受歡迎的生產線。

《財星》

儘管面臨這些挑戰，一些分析師指出，儘管特斯拉的庫存量很大，但與傳統汽車製造商相比，其庫存水準仍然相對較低。根據Reddit報道，傳統汽車製造商通常擁有更高的「庫存週轉天數」。

Hanching Chung

2025年2月24日 ·

分享對象：所有人

Musk 老兄，自己的工廠要先精實 lean.....

Only Engineers Can Understand 

2025年2月24日 ·

Elon Musk's inventory of unsold Teslas is so large, it's now visible from space: Reports suggest that there are nearly 50,000 Teslas sitting in parking lots across the US alone — so many, they can be seen from space.

Using satellite imagery, sources like Sherwood News found many of Tesla's Gigafactory Texas plants went from partially filled in late 2023 to overflowing in March 2024.

Additional storage locations, including vacant malls and parking lots, are also being filled to capacity.

Tesla reported building 433,371 vehicles in the first quarter of 2024 but selling only 386,810, leaving tens of thousands of excess units.

The surplus reflects a slowing EV market and Tesla's price cuts failing to lure buyers.

Satellite images reveal hundreds of Teslas packed outside places like Chesterfield Mall in St. Louis.

Louis and former retail spaces such as Sears in Moreno Valley, California.

While Tesla maintains optimism about reversing this inventory buildup, the increasing availability of unsold vehicles raises questions about long-term demand for its once dominant brand.

AI Overview

As of early 2024, Tesla faced a significant, visible buildup of unsold inventory, with reports indicating nearly 50,000 extra vehicles produced but not delivered in the first quarter. These vehicles, including high numbers of Model Ys and Cybertrucks, were spotted in satellite images filling parking lots, abandoned malls, and at Gigafactory sites in Texas, Germany, and China, indicating a sharp rise in inventory compared to previous years. 

Key Details on Tesla's Inventory Surplus

• Production vs. Deliveries: In Q1 2024, Tesla produced 433,371 vehicles but only delivered 386,810, leaving a gap of roughly 47,000 units.
• Visible Stockpiles: Satellite imagery showed overflowing lots at factories and at satellite locations like a vacant mall in St. Louis and an airfield in Germany.
• Reasons for Buildup: Contributing factors include a slower-than-expected EV market, increased competition, and, in the case of the Cybertruck, early production ramp issues.
• Inventory Management: To address the glut, Tesla increased, rather than cut, inventory in 2025, using vacant mall parking lots and implementing, according to reports in 2025, record-low lease prices and incentives, according to Electrek.
• Production Adjustments: In response to the high inventory, particularly of the Cybertruck, Tesla has reportedly shifted workers to other, more popular production lines, according to Fortune. 

Despite these challenges, some analysts pointed out that, while large for Tesla, their inventory levels remained relatively low compared to traditional automakers, which often carry a much higher "day's supply" of vehicles, according to Reddit.