Taiwan semiconductor industry chain integration

Facing the ase interested in taking a stake in the silicon product big moves, Taiwan is a line of IC design companies generally said that the competitiveness of Taiwan semiconductor industry chain integration is definitely a good thing, but will therefore lead to mainland company testing, factory orders will firms have more famous response to business to business.

Taiwan IC design industry pointed out that, to reduce the testing cost is one of the company production management goal, in the face of the mainland testing factory wave action, if can further strengthen the company the market competitiveness of the chip, no reason to refuse. Since at least 2015 third quarter season anemic in terms of observation, the search for more DiDai price of testing capacity, is an important task of Taiwan IC design company.

For day the moon premium to acquire silicon products more than 25%, and has no intention of involvement of silicon product management action, Taiwan is a line of IC design companies, this is definitely not a hostile or hostile takeover, at least for silicon product most shareholders, is definitely a good thing.

That, however, whether mediatek acquisition and 3 years ago the end of the morning star internal friction strategy about? At first glance, it is somewhat similar. Just mediatek that merged the morning star is hand dominance, and agree to redistribute r&d resources will have 2 year in a row, mediatek behind revenue, profit and market share of triple jump performance. Ase if not about silicon products business class, that the combining the play must be weak in a few minutes.

Also there is a department of the LCD driver IC design industry, said the moonlight, silicon products instead of allied action could encourage mainland Taiwan IC design industry offshoring attitude. Day, after all, the moonlight, silicon products the two big brother on the testing capacity contract price has always been very hard, and prefer foreign IC design companies with large single IDM factory; For the small single Taiwan IC design industry the sand into the tower, probably only in bad times will meet the list to add and subtract.

Machine operators said, if the day under the moonlight, silicon mesa, mesa can talk about good cooperation conditions, even virtually master bargaining power, then seek other testing generation of labor capacity is set is a necessary evil of IC design industry in the future, because companies do not want to be holding nose downstream seal factory.

System analog IC design industry is the truth, the moonlight, silicon products may jointly behavior, will definitely affect on both sides of the testing industry chain layout changes. Mainland testing industry chain recently dominated by the local government and money free-standing self-improvement, already let the two lines and small seal factory is deprived of many of living space. Now hit every day moonlight, silicon product top-down extrusion, preliminary estimate of second line testing machine industry the impact will bear the brunt.

Taiwan IC design company past orders assigned to Taiwan most first and second line testing factory planning for 4, 6, or 3, 7, the next two to turn into the mainland of the factory seal test direction should not be changed, and the day in the moonlight, the attitude of the silicon product reserve enough capacity will be the first step, and also can be draw sheet space only from the rest of the second-line system testing industry laid hands on him.