Morgan Stanley Securities chief analyst Jia Ao semiconductor industry pointed out that Taiwan 's semiconductor industry performance is quite outstanding , primarily lies with high technical content , overall, the next five years, Taiwan's semiconductor industry have the opportunity and a threat .Taiwan's semiconductor industry has always been highly competitive , such as TSMC ( 2330 ) , etc. has always been an important portfolio of foreign capital . But with the change of industrial competition , as well as local players in China to catch up , the prospect of Taiwan's semiconductor industry , the market has become an important issue of concern .Perspective on the technology industry , Taiwan's semiconductor industry performance is quite outstanding , primarily lies with high technical content . As in the past the PC industry in the development process, leads gradually from America turntable , and even finally even the designs are handed over to Taiwan is responsible for is the best proof.However, Taiwan 's semiconductor industry outlook is not entirely bright. With the Chinese semiconductor IC design industry , the rapid rise as Spreadtrum has claimed three to five years to become Asia's largest IC design company, will likely to pose a threat to Taiwan's semiconductor industry , which is supposed to pay close attention to focus. TSMC superior process technology has always been the greatest competitive advantage . However, it also faces strong competition looms . Such as 28 and 40 nanometer process although the overall market demand quite good, but the industry has started to grab one of TSMC , it has formed a certain competitive pressures. For TSMC foundry industry , led by Taiwan , the current opinion, miniature wearable server and related devices, or will be the future development of the new opportunities. |
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Taiwan's Semiconductor Is Threated By Mainland Industry