China actively foster the semiconductor industry, especially TSMC strongly consider to set up 12 inch factory, lu Taiwan semiconductor industry growth. Workers being IEK think, Taiwan semiconductor manufacturing is still expected to maintain a leading edge in the next five years.
Mainland government strongly support the semiconductor industry, the state council issued by the "national integrated circuit industry development to promote" is put forward, the semiconductor industry output value will be more than 2015 350 billion yuan, will increase from 2013, nearly 100 billion yuan, and by the national industrial investment fund to assist industry development.
The huge domestic market targeting China business opportunities, foundries send umc has application in mainland China xiamen municipal people's government and fujian electronic information group to set up a joint venture company, invest in xiamen 12 inch fabs, to grow in height in the mainland China market share.
Umc decided to invest in mainland China more than two months to build 12 inch factory, TSMC has said that at present in Taiwan has been establishing perfect industrial structure, operating efficiency, competitive advantage, and there is no set 12 inch factory in mainland China, also do not have relevant plans.
However, TSMC chairman morris chang has attended engineering institute academician said during a news conference after the meeting, will be backward expansion has on the Chinese mainland, Taiwan 2 create technology, however, total capacity proportion should be not more than 1; Chang also said, "it will take a long-term view, the idea is not mature, also has may not happen".
TSMC 16 nai metric process technology in the next year he will go into mass production, when the two is create technology behind Taiwan 28 nai metric, meaning that TSMC will land investment to set up 12 "factory.
For TSMC China investment plan, the industry thinks, is the Chinese mainland government to take "carrot and stick" hands strategy driven.
Engineering institute industrial economy and the trend of research center (IEK) electronics and systems group deputy head Yang Ruilin argues that China government policy should be indirect influence factor, Qualcomm, Qualcomm, mediatek and haisi TSMC rtvu customer demand is the main reason.
If Yang Ruilin, said TSMC to mainland China to set up 12 inch factory is a good thing, will be able to meet customer demand, help qualcomm and mediatek wafer foundry in mainland China more flexible capacity planning.
As for TSMC and umc to mainland China to set up 12 inch factory, will speed up on both sides of the semiconductor industry section in mobile, Yang Ruilin, said TSMC in mainland China have 12 inch capacity, should prevent the hands of the core or Samsung (Samsung) chance to sit big, consolidate the wafer foundry leading position.
Besides TSMC future will remain in Taiwan as a center of operations, Yang Ruilin thinks, to Taiwan's semiconductor industry development and does not adversely affect the job market.
He points out, according to statistics, in 2013, Taiwan semiconductor manufacturing output is China local companies, sino-foreign joint venture, and foreign combined output of 3.5 times, estimates this year Taiwan semiconductor manufacturing output will still be China's 3.4 to 3.5 times.
Yang Ruilin expectations, Taiwan semiconductor manufacturing output next year will be 3 times of China, the next five years, Taiwan semiconductor manufacturing will still comfortably in the lead.
