IC research and development and semiconductor equipment is a major weapon to block South Korea

Yang Ruilin, research manager of Taiwan Industrial Technology Research Center, said that the government has actively promoted Taiwan-Japan vehicle electronic IC cooperation in recent years. However, the strength gap between the two parties is very different. The cooperation space is limited, but instead it is the tradition of flat-panel, smart mobile phones and televisions. In the 3C semiconductor field, in the process of restructuring such as Sony and Panasonic, there is an opportunity to win the IC design foundry.

Yang Ruilin analyzed that Hon Hai’s shareholding in Sharp and Mediatek and Morningstar’s dual-M combination are major scientific and technological events this year. Just like hens and chickens, behind every major Japanese manufacturer, there are a large number of suppliers that cultivate their hands. Both hold key technologies for precision machinery and optoelectronic materials. He believes that the cooperation of Hon Hai Sharp will open the chain effect of Taiwan-Japan cooperation.

However, Yang Ruilin said that Japanese companies are relatively closed and their strategic layout is relatively slow. Cooperation between Taiwan and Japan depends on the government's success.

Taiwan's Morningstar Semiconductor, although it has entered Sony and Panasonic LCD TV control IC supply chain, but the penetration rate is not high, Yang Ruilin believes that although Japanese brands are faltering, but they are in the monitor's graphics, audio and video processing hardware and software patented technology On the other hand, it is still ahead of the world. Taiwan IC Design Factory, such as MediaTek, can reduce the number of layoffs in Japanese factories and make Taiwan the base of IC design in Japan. In addition, Taiwan’s wafer-generation industry, which currently accounts for 70% of the global market, imports large amounts of semiconductor equipment from the United States and Japan each year. In the future, Taiwan’s precision machinery plant can also compete for Taiwan-Japan cooperation.

Yang Ruilin said that Taiwan’s semiconductor equipment imports rank first in the world. However, Japanese equipment factories have not set up factories in Taiwan so far. TSMC can cooperate with the government in the future and strive to set up an R&D center for equipment and materials plants in Taiwan to allow Taiwan’s chemical material talents. Enter the Japanese equipment plant system to obtain technology, and gradually achieve the effect of technology expansion.