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Taiwan Semiconductor Manufacturing Company Limited Message Board

  • sucker2k2 sucker2k2 Nov 5, 2003 11:47 AM Flag

    Taiwan's future is on China

    An article in the latest issue of EETimes (Nov 3, page 18), "Befriending the Dragon", it said "Taiwan is sitting next to the biggest opportunity that globalization has created".

    Taiwan can choose to take China as foe rather than ally just as the current Taiwan government wants its people to do. But it will suffocate its own semi industry to death.

    A recent corporate staff meeting in a "major" Taiwan semi company took more than half hour just discussing the possible effects from the election outcome next March. The conclusion is "FOR THE SEMI INDUSTRY TO SURVIVE, THE CURRENT GOVERMENT MUST CHANGE HANDS IN THE COMING ELECTION". In the meeting, couples of senior executives said if the current governmnet remains in power, they will sell all their stock options and move to China, the Communist governmnet is even BETTER than the current government.

    That said all, kids!


    http://eetimes.com/issue/mn/OEG20031031S0040

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    • It is funny how you can read what you want into an article. The following are some very important paragraphs in the article you forwarded.

      Already, there are signs that the big-ticket investments in China fabs over the past few years may benefit from a slowdown, so that the technology can be absorbed. "Capacity-wise, China looks like a threat to Taiwan, but they lack breadth and depth," said Chris Hsieh, a semiconductor analyst for ING Barings who visits China frequently. "I am slightly more conservative on China's pace of progress than I was 12 months ago and that is mainly from the lack of sophistication."

      Hsieh noted that more than 50 percent of the capacity in China will turn out DRAM and flash memories next year. That has prompted him to downgrade the mainland's threat to Taiwan's fab manufacturing industry, from early 2004 out to 2005 or 2006. "Each time I visit, people seem to show the same road maps, but the dates have changed," he says.

      There are still a lot of weaknesses in the design capabilities of the Chinese fabless community, too, said Jodi Shelton, executive director of the Fabless Semiconductor Association, which opened its Asia headquarters in Taiwan last month. She believes China still faces significant hurdles to realizing its potential, such as poor innovation capability, little experience in system architecture and product definition, and lagging marketing and sales operations. Beyond that are social and structural concerns, such as high unemployment, a troubled banking system and a questionable regard for intellectual-property protection. "Although we hear a lot about what is going on in China, in terms of the number of companies there, it's still rather insignificant when compared to Taiwan," Shelton said. "Taiwan is still the epicenter in Asia Pacific."

 
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