The anxiety of Taiwan IC practitioners, the road ahead

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The Chinese mainland government is actively supporting the semiconductor industry and making Taiwanese companies feel threatened. Regarding the competition between Taiwan's semiconductor sub-industries and mainland China, Hong Chunhui, consultant and director of the MIC industry, said that Taiwan's foundry and packaging will continue to lead the mainland in the next three to five years. In contrast, the IC design industry is likely to face a strong threat in the next two to three years.

Hong Chunhui further analyzed that Taiwan's wafer foundry industry has led by the big brother TSMC (2330), and the process is at least two generations ahead of mainland China. The most brilliant life cycle of a process generation is estimated to be about two years. Taiwan's foundry industry can also lead China's mainland for at least three to five years.

However, it is worth noting that he observed that Zhang Zhongmou, the chairman of the company's front-end power company, said that it may expand its production in mainland China with the advanced 28-nanometer process of N-2. It also means that Taiwan has set up a three-seat factory for wafer foundry. It is no longer appropriate to limit the total amount of the factory to the upper limit. In order to maximize the opportunities in the semiconductor market in China and achieve the goal of near-service and local production, Taiwan's regulations seem to be necessary for adjustment.

In terms of packaging and testing, Hong Chunhui said that Taiwan's factory is expected to maintain its advantages with good production yield and customer service. In addition, Taiwan's packaging and testing plant has begun to cut into SiP system-level packaging, down layout, even if long-term power is likely to be successfully incorporated into Starcom Jinpeng, the status of Taiwan's factory in the next 3 to 5 years will not be threatened.

However, Taiwan's IC design industry may face strong challenges in mainland China in the next two to three years. He analyzed that in recent years, mainland China has listed IC design as a development focus, and people have saved money and quickly pulled up their technological capabilities. In addition, IC design manufacturers in mainland China can also vote in Taiwan, and the rise will be very fast.