Donghai Director and Xinxin-KY Chairman Zhishang Yi said today that Taiwan Electric has been very stable for ten years, and its mature process will not affect Taiwan Electric. In addition to Taiwan Electric's technology, it is important to continuously improve the yield every year. He also suggested that Taiwan Electric's continuous layout system OEM is due to the challenge of the second semiconductor technology of Morr's law.
Zhi Shangyi said that he had worked in the industry for 50 years. The most regrettable thing was that he did not defeat Intel. However, after he retired from Taiwan Electric, Taiwan Electric quickly did it. He said humorously, "I would have retired two years later if I had known it."
"Today's Weekly" will hold the Taiwan Future International Summit today, and invite Shangyi and Chang Naihou, professor of the Department of Management and Research at the Business School of Waseda University in Japan, to conduct a peak conversation.
When talking about Taiwan Electric's competitive advantages, Yan Shangyi recalled that Taiwan Electric was not famous before 2000. However, after 2000, Taiwan Electric continued to improve its technology and its popularity gradually increased. He has been responsible for research and development at Taiwan Electric since 1997. At that time, the technology was 2.5 generations behind the same industry. After participating, Taiwan Electric grew rapidly. He was very proud of his colleagues.
Shangyi of China Electric Power said that the production model of Taiwan Electric Power is very harmful, and its investment in R&D yield performance is better than other competitors. Taiwan Electric Power has strong strength and is "very stable in 5 to 10 years."
However, when discussing the mature semiconductor process, Hua Shangyi believes that it is already a concern, because China started with learning association technology and manufacturing large quantities of LEDs and solar batteries, thereby reducing the supply at a low price and affecting the world. It is expected that the mature semiconductor process of the mature semiconductor process will enter a more intense competition under China's strong attack. However, this has little impact on Taiwan, because Taiwan has advantages in the advanced semiconductor process.
Shengyi analyzed that TECHNOLOGY has achieved high net interest rates of more than 30%, or even more than 40%, and the key is technology. He recalled that when he was working at Taiwan Electric Power, founder Zhang Zhong, asked Taiwan Electric Power to become the leader in technology. At that time, he also said to Zhang Zhong that "It's good to be a second child" and "It made Morris not very happy."
Shangyi analyzed that the true meaning of technology is not to be ahead of competitors for one or two years, because the first two years when the technology was first launched, it would not make money, and the key is to continuously improve yields.
He said that Telco is the leader in crystallographic foundry technology, which means constantly improving yields. When new technologies enter the factory production period at each stage, Telco continues to improve yields every year, "so that other opponents cannot catch up."
However, Zheng Shangyi also bluntly stated that in the long run, the T-electric power supply still has to be inconsistent. When Morrow's Law (referring to the density of transistors that can be accommodated on the chip, it will double every 18 to 24 months) reaches the limit, the competitive advantages of T-electric power may be gradually lost. Although semiconductor technology will still improve, the speed will not be as fast as Morrow's Law, which will be the biggest challenge for T-electric power supply.
Shangyi suggested that TECH can be manufactured with an OEM with an extreme layout system structure. In this area, TECH has a great opportunity, and can also make TECH remain competitive better than its competitors.
Looking forward to Taiwan's semiconductor industry, Kai Shangyi is still full of confidence. He said that Taiwan has the opportunity to innovate again because of the high quality of engineers, high industrial innovation and motor capabilities, and fast correction speed. Taiwan's innovation and motorization can keep Taiwan's semiconductor industry strong competition.
Taiwan and Japan's semi-conductor industry cooperation has made it happy. He said that "cooperation does not involve empty talk or door-to-door manufacturing" and must win close mutual praise with customers.
Shangyi of Chia said that Taiwan and Japan are geographically close. In the past, the cooperation targets of large high-tech semiconductor manufacturers in Japan were mostly American manufacturers, but the current situation is different. Taiwan Electric has a leading position, and Taiwan and Japan should strengthen cooperation through convenient geographical locations.
He said that cooperation between the two parties is to discuss things face to face. The manufacturer moves the equipment to NTD and develops new technologies and processes with NTD. NTD can use the manufacturer's new equipment, "Everyone sits down and do things better."
Extended reading: Zhang Zhong was fond of pushing the two leaders with a baton, and the responsibility has fallen on the shoulders of the successor Sugar Shangyi: Profit from improving the technical content of Dunghai Semiconductors, and advanced packaging and attack InFO Sheng Shangyi: There is only one reason to go to Donghai, and promote the system OEM model The first story of going to China is revealed! Sheng Shangyi wants China to "check and act as a semiconductor method": it will not be successful if it is not banned