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

Zhan Yiren, director of the Institute of Electronic Optoelectronics of the Taiwan Industrial Technology Research Institute, analyzed in the “Industry and Industry Association Conference” a Seminar on “Development Trends of the Semiconductor Industry” that due to the fact that the expertise of the semiconductor industry in Taiwan is too scattered, how will the future be in mobile devices or mobile devices? In the past, the integration of the system will be the biggest challenge for the semiconductor industry in Taiwan. Zhan Yiren cited Taiwan Semiconductor Manufacturing Co., Ltd. as a "Taiwan Semiconductor" company to illustrate:

"The challenge that I think is that in the future, for example, TSMC has always hoped to get orders 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 are spread across different companies in Taiwan, so there is a great deal of effort in integration."

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.