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中共弯道超车,聘百名台积电工程师求回生! 【中英对照翻译】

来源:曰经亚洲评论|作者:CHENG TING-FANG;

翻译、简评:云影Julia|PR、审核: 海阔天空|PAGE:玄天生;

简评:

全球各个国家在占领未来5G通讯、航空航天、军事武器、人工智能等高科技领域的市场,就必须要先获得芯片技术的国际领先地位。但是很明显,中共国的商业竞争手段不是聪明,而是诡诈。他们更多利用国家、政府的资本补贴和各种不正当竞争手段争夺芯片领域的高端人才,试图弯道超车并抢夺这个市场的全球主导权。虽然商场如战场,但是所有的竞争手段不能违背公平原则,不能盗窃其他公司的知识产权。而中共治下,企业自身没有创新能力,只能依靠偷、抢、骗来发展高新技术产业,这必然招致所有正当经营企业的群起反抗,成为世界贸易公敌。

原文翻译

China hires over 100 TSMC engineers in push for chip leadership

日经亚洲评论:中共国聘用了100多名台积电工程师以推动芯片领导地位

CHENG TING-FANG, Nikkei staff writer|音译:郑婷方,日经特约撰稿人

August 12, 2020 12:00 JST|2020年8月12日日本夏令时12点;

TSMC, the world's leading contract chipmaker, has become a target for rival chip companies looking for talent.

台积电是世界上芯片最大的生产商,其成为芯片企业的竞争者寻找人才的目标。

TAIPEI -- Two Chinese government-backed chip projects have together hired more than 100 veteran engineers and managers from Taiwan Semiconductor Manufacturing Co., the world's leading chipmaker, since last year, multiple sources have told the Nikkei Asian Review.

多方消息人士告诉亚洲日经评论杂志,自去年以来两个中共国政府支持背景的芯片的项目,从全球领先的台湾半导体制造商(台积电)共雇用了100个纯熟的工程师和高级管理人员。

The hirings are aimed at helping Beijing achieve its goal of fostering a domestic chip industry in order to cut China's reliance on foreign suppliers, the sources said.

据消息人士称,雇佣的目标在于帮助北京能够实现摆脱对外国芯片供应商的依赖,而达到培养国内芯片的产业发展。

Quanxin Integrated Circuit Manufacturing (Jinan), better known as QXIC, and Wuhan Hongxin Semiconductor Manufacturing Co., or HSMC, along with their various associate and affiliate companies, are little-known outside the industry. But in addition to employing more than 50 former TSMC employees each, both are also led by ex-TSMC executives with established reputations in the chip world. The two projects are aiming to develop 14-nanometer and 12-nanometer chip process technologies, which are two to three generations behind TSMC but still the most cutting-edge in China.

泉芯集成电路制造(济南)有限公司(QXIC)、武汉弘芯半导体制造有限公司(HSMC)及其多家联营公司在业内知名度不高。但除了各自聘用50多名前台积电员工外,两家公司的领导人都是在芯片领域享有声誉的前台积电高管。这两个项目的目标是开发14纳米和12纳米芯片工艺技术,比台积电落后两到三代,但仍是中国最先进的。

Hongxin and QXIC, founded in 2017 and 2019, respectively, are part of a recent boom in China's semiconductor industry as Beijing prioritizes self-sufficiency in key tech areas impacted by tensions with Washington.

弘芯和QXIC分别成立于2017年和2019年,它们是中共国半导体行业近期繁荣的一部分。由于中美关系紧张,中共国政府将重点放在关键技术领域的自给自足上。

China boasts the world's most new or planned chip plants and is expected to top other countries in chipmaking equipment spending, an indicator of investment for future chip facilities, in 2020 and 2021, according to SEMI, an industry organization. The country's top contract chipmaker, state-backed Semiconductor Manufacturing International Co., recently raised its capital spending for the second time this year to $6.7 billion for 2020. It also announced it will build a $7.6 billion joint-venture factory with Beijing Economic-Technological Development Area, a state-backed high-tech zone, in another sign of strong government support for chip producers.

据行业组织SEMI称,中共国自夸拥有世界上新建或计划建设的芯片工厂最多,预计到2020年和2021年,芯片制造设备支出将超过其他国家。芯片制造设备支出是衡量未来芯片设施投资的指标。中共国最大的合约芯片制造商,国家支持的国际半导体制造有限公司最近第二次提高了其资本支出,2020年的资本支出达到67亿美元。该公司还宣布,将与北京经济技术开发区建立一家投资76亿美元的合资工厂,这是政府大力支持芯片生产商的又一个标志。北京经济技术开发区是一个有中共国背景的高新技术区。

Many emerging semiconductor projects, like QXIC and Hongxin, are supported by local governments, and are keen to prove to Beijing that they are contributing to the national semiconductor project, fueling fierce competition and a hunt for top talent.

许多新兴半导体项目,如QXIC和弘芯,都得到了地方政府的支持,它们渴望向北京证明,它们正在为中共国半导体项目做出贡献,这加剧了激烈的竞争和对顶尖人才的追逐。

As the world's biggest contract chipmaker, TSMC has been the most high-profile target for Chinese chip projects looking to secure talent, sources told Nikkei. The Taiwanese company is a key supplier to world's top tech names, including Apple, Huawei, Qualcomm and Google, and its production capabilities have surpassed those of U.S. chip giant Intel, the longtime industry leader.

消息人士对日经新闻表示,台积电作为全球最大的代工芯片制造商,一直是中国芯片项目寻求人才的最受瞩目的目标。这家台湾公司是苹果、华为、高通和谷歌等世界顶级科技公司的主要供应商,其生产能力已经超过了长期占据行业领先地位的美国芯片巨头英特尔

"Hongxin offered some amazing packages, as high as two to 2.5 times TSMC's total annual salary and bonuses for those people," said a source familiar with the matter.

一位知情人士表示:“弘芯提供了高到难以置信的待遇,这些人的薪酬和奖金高达台积电年薪和奖金总额的两到2.5倍。”

TSMC is very concerned about the talent outflow even though the loss may not immediately impact its leading position in the industry, sources told Nikkei. The company is concerned its trade secrets could be transferred to those emerging Chinese players and even asked chip-production equipment makers to sign a renewed pledge that they will not sell any customized tools for TSMC to the Chinese projects, the sources added.

消息人士向日经表示,台积电非常担心人才流失,尽管人才流失可能不会立即影响其在该行业的领先地位。消息人士补充称,台积电担心其商业机密可能会被转移给那些新兴的中共国企业,甚至要求芯片生产设备制造商签署一份新的承诺,不再向中共国项目出售为台积电定制的任何工具。

TSMC was uncomfortable when QXIC began operating a research and development base not far from the Taiwanese company's most advanced 5-nanometer plant in south Taiwan, one of the people familiar with the matter told Nikkei.

一位知情人士告诉《日本经济新闻》、当QXIC在台湾南部最先进的5纳米工厂不远的地方开始运营一个研发基地时,台积电感到不安。

"China has become very smart and now they only target those industry talents who have worked at leading industry players, and TSMC is their top target. ... Previously, they welcome most talents from all kinds of chip companies," a longtime headhunter, who asked not to be named due to the sensitivity of the issue, told Nikkei.

“中共国已经变得非常聪明,现在他们只瞄准那些在领先行业工作过的行业人才,而台积电是他们的首要目标……”此前,他们欢迎来自各种芯片公司的大多数人才,”一位资深猎头告诉《日本经济新闻》。由于问题的敏感性,他要求不具名。

Taiwan has lost more than 3,000 chip engineersto China, Nikkei earlier reported.

And while TSMC may be the prime target, other chip companies may also be at risk of a brain drain.

"Chip titan TSMC may not feel the immediate pain when they lose 100 employees, but some smaller chip developers could crash if they lose several dozens of staff," a chip industry executive told the Nikkei.

据日本经济新闻早些时候报道,台湾有3000多名芯片工程师流失到中共国。

虽然台积电可能是首要目标,但其他芯片公司也可能面临人才流失的风险。

"芯片巨头台积电裁员100人可能不会马上感到痛苦,但一些规模较小的芯片开发商若裁员数十人,可能会崩溃,"一位芯片行业高管对日经新闻表示。

"All these Asian governments, including the Taiwanese government, need to think up good ways to retain talent, since China can use its great capital market, government subsidies and lucrative packages to attract workers," the executive said. "You can't expect your employees to be loyal forever if you did not offer enough incentives and opportunities."

这位高管表示:“所有这些亚洲政府,包括台湾政府,都需要想出留住人才的好办法,因为中共国可以利用其庞大的资本市场、政府补贴和丰厚的待遇来吸引工人。”“如果你没有提供足够的激励和机会,就不能指望你的员工永远忠诚。”

Dan Wang, a tech analyst with research firm Gavekal Dragonomics, said Chinese chip companies have been able to hire large numbers of Taiwanese and South Korean engineers, at both junior and executive levels. "They offer generous compensation packages and growth opportunities to engineers who would have less room for advancement by staying put," Wang said.

研究公司佳富龙洲的科技分析师王丹表示,中共国芯片企业能够雇佣大量台湾和韩国的工程师,包括初级和高管。王说:“他们为工程师们提供了丰厚的薪酬和发展机会,而这些人留在原地就没有多少发展空间了。”

But these Chinese projects have their own problems, too. Although they have hired some top talent from industry leaders, building a chip industry from scratch is still extremely challenging. Success requires a continuous supply of good talent, a wealth of experience, long learning curves, and abundant financial resources, market watchers and industry executives said.

但这些中共国项目也有自己的问题。尽管他们从行业领袖那里聘请了一些顶尖人才,但白手起家打造芯片行业仍极具挑战性。市场观察人士和行业高管表示,成功需要优秀人才的持续供应、丰富的经验、漫长的学习过程以及丰富的财务资源。

"China's chip talent is still extremely insufficient, as it is building many big projects at the same time. Not having enough talent is also a bottleneck for semiconductor development," said Roger Sheng, a semiconductor analyst with research company Gartner. "These Chinese chip projects have to fight against each other to recruit talent and cultivating that talent, especially in microelectronics, really takes time. It's not that easy just to hire some leaders and then suddenly you can build and run such advanced chip facilities."

“中共国的芯片人才仍然极度不足,因为它正在同时建设许多大型项目。人才不足也是半导体发展的瓶颈,”研究公司高德纳的半导体分析师罗杰森表示:“这些中共国芯片项目必须相互竞争,才能招募人才,培养人才,尤其是在微电子领域,真的需要时间。雇佣一些领导者,然后突然之间你就可以建造和运行这样先进的芯片设备,这不是一件容易的事。”

Hongxin, which is based in Wuhan, has also faced some capital issues recently, as it did not immediately receive enough financial support from investors and local government, sources said. The company plans to build a 128 billion yuan ($18.4 billion) project to produce 14-nanometer chips by 2022, and also has a tech roadmap to develop even more advanced 7-nanometer chips, Nikkei learned, but those plans could now face delays because of the coronavirus pandemic.

消息人士称,总部位于武汉的弘芯近期也面临一些资金问题,因其未能立即从投资者和地方政府获得足够的资金支持。日经了解到,该公司计划在2022年前建立一个1280亿元(合184亿美元)的14纳米芯片项目,并制定了开发更先进的7纳米芯片的技术路线,但由于中共病毒大流行,这些计划现在可能面临延迟。

HSMC's investors include Wuhan local government and a real estate developer in the southern Chinese province of Guangdong, who is not familiar with how chips are fabricated, according to people familiar with the matter, and "this could also cause some communication issues, which could lead to delay of development." Chinese media reported that Hongxin CEO Chiang Shang-yi -- TSMC's former COO and a widely recognized leader in research and development -- was thinking about resigning from the project as there are many challenges ahead, but later the company dismissed those reports as speculation.

据知情人士透露,HSMC的投资者包括武汉地方政府和中共国南方广东省的一家房地产开发商,后者不熟悉芯片是如何制造的,“这也可能导致一些沟通问题,从而可能导致开发延迟。”据中共国媒体报道,弘芯首席执行官、台积电前首席运营官、研发领域公认的领导者蒋尚义正考虑退出该项目,因为未来将面临诸多挑战,但公司随后将这些报道斥为猜测。

QXIC, on the other hand, is 80% controlled by another little-known company, Yixin Integrated Technology. Based in the southern Chinese port city of Zhuhai, Yixin claims on its company website that it has more than 370 top chip industry experts and can collaborate with any company, research institute, and chip plant investment and construction.

TSMC, in a response to Nikkei's request for comments, stressed its low turnover rate and commitment to fostering a talented workforce.

另一方面,QXIC 80%的股份由另一家鲜为人知的公司益信集成科技控股。益信总部位于中共国家南部港口城市珠海,该公司在其网站上声称,该公司拥有370多名顶尖芯片行业专家,可以与任何公司、研究机构和芯片工厂投资和建设合作。

台积电在回应日本经济新闻社的置评请求时,强调其人员流动率较低,并致力于培养有才干的员工队伍。

"Employees are TSMC's most important assets. We are committed to offering employees a challenging and positive work environment, and long-term career development. ... Our annual turnover rate is less than 5% in recent years. We will continue to work to retain and cultivate our internal talent pool."

“员工是台积电最重要的资产。我们致力于为员工提供具有挑战性和积极的工作环境,以及长期的职业发展。近年来我们的年流动率不到5%。我们将继续努力保留和培养我们的内部人才库。”

The company also said it would take "appropriate actions" to protect its intellectual property rights.

公司也指出,他们会采取”适当的行动”来保护他们的知识产权。

"As a company, TSMC competes to our fullest within the law, but we do not slander our competitors and we respect the intellectual property rights of others. Similarly, we expect our suppliers and other companies to respect TSMC's intellectual property rights and will take appropriate protective actions."

“作为一家公司,台积电在法律范围内全力竞争,但我们不诋毁竞争对手,并尊重他人的知识产权。”同样,我们希望我们的供应商和其他公司尊重台积电的知识产权,并采取适当的保护行动。”

HSMC CEO Chiang declined to comment for this story. QXIC did not respond to Nikkei's request for comments.

HSMC首席执行官蒋拒绝对此发表评论。QXIC没有回应日经的置评请求。

编辑 【喜马拉雅战鹰团】