Taiwan Semiconductor emerges as the key to integration expertise

The science and technology industry is facing a cold winter. Scholars said in a lecture that the semiconductor industry in Taiwan has been operating under the industrial chain of vertical division of labor. The main tasks are foundry and memory DRAM.

However, in the near future, DRAM has been affected by the economy, and China has not yet acquired enough technical resources. Therefore, the industry will be harder. How to use the strengths of the government and the industry in the future to integrate various professional technologies will be an important key for China’s semiconductor industry to win in the international community.

Zhan Yiren, Director of Institute of Electronic Optoelectronics, ITRI, analyzed in a seminar on “Development Trends of Semiconductor Industry” at the “Commerce and Industry Association”. As the expertise of the domestic semiconductor industry is too scattered, how will it be used in mobile devices or mobile devices in the future? It will be the biggest challenge for the semiconductor industry in Taiwan to integrate in a systematic way. Zhan Yiren used the example of Taiwan Semiconductor Manufacturing Co., Ltd. as its wafer foundry company to illustrate:

"The challenge I think is that in the future, for example, TSMC has always hoped to get an order for the Apple A6 CPU, but the order will still go to Samsung. The problem is that Taiwan is too focused on a certain technology. For example, Samsung has foundry CPU, DRAM and Flash, but these technologies in Taiwan are scattered in different companies, so the integration needs a lot of effort. 』

Zhan Yiren also suggested that in addition to industries that can make more efforts to "integrate", the government can also promote related strategies. He said: "There is no need to integrate companies into one entity, but the density of integration should be closer, especially from the terminal. The application products go upstream and some level of government should come out to do this. 』

Zhan Yiren stressed that Taiwan's upstream parts and systems manufacturers must be closely integrated, so that the industry can effectively cascade and strengthen the power of the industry chain.