Industry dynamics
Lu speeds up the semiconductor legal person sees non-high-end products cross-strait cooperation is still possible 　 　 2020/06/03
Lu speeds up the semiconductor legal person to see non-high-end products cross-strait cooperation is still possible
 
The U.S. and China ignited a trade war last year. In addition, the relationship between the two countries has become tense since this year. The U.S. announced this year that it will further restrict Huawei’s procurement. A series of events have continued to accelerate China’s localization in the semiconductor field. Domestic industry analysis The teacher believes that although Taiwan has the influence of the United States, in the long run, Taiwan still has the possibility of cooperating with China in non-high-end semiconductor products.
 
SEMI announced the value of global semiconductor manufacturing equipment shipments in the first quarter of this year. The value of global semiconductor manufacturing equipment shipments decreased by 13% compared with the previous quarter to 15.57 billion U.S. dollars, but increased by 13% compared to the same period last year. Among them, Taiwan still ranks first in the world. However, what also attracts the attention of the market is that China’s semiconductor manufacturing equipment shipments have shown a double growth performance of annual growth and quarterly growth even in the face of the global new crown pneumonia in the first quarter of this year. It shows that China's growth in the semiconductor field continues to be actively promoted.
 
Regarding the future competition and cooperation between the two sides of the Taiwan Strait in the semiconductor field, Huang Wenqing, deputy general manager of Taishin Investment Consulting, believes that from the perspective of foundry, TSMC still has the advantage of technology leadership. However, if you look at the overall semiconductor production, its field In fact, it is quite wide. In recent years, the trend is to include in the field of IC design or memory. In the field of non-high-end products, there is still the possibility of cross-strait cooperation. However, high-end products and technologies are restricted in the United States and Taiwan factories If the protection technology does not leak out, it will still be in a competitive relationship.
 
Smart warehousing, automatic warehousing, warehousing equipment, automation equipment
 
Economic Daily
 
https://money.udn.com/money/story/5612/4609926
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