The semiconductor industry is far ahead of the mainland

"As long as Taiwan advances faster, it will not be easy for the mainland to compete with us," said Zhang Zhongmou, chairman of Taiwan Semiconductor Manufacturing Co., Ltd., who was the founder of Taiwan Semiconductor Manufacturing Co., Ltd., at the shareholders meeting yesterday. The semiconductor industry is not just relying on its qualifications and determination, but technology accumulation is more important. TSMC used to The decade has widened the gap with the other side, "because we are running faster."

After addressing the media's inquiries about the threat to the red supply chain in Mainland China, Zhang Zhongmou yesterday said after the shareholders meeting that TSMC sees the mainland’s determination to actively support local businesses, but it is not simple to catch up with Taiwan. Take the past decade as an example. “The distance between them and us, Not only has it not been reduced, but it has also increased.” Similarly, in the semiconductor packaging and testing downstream, Taiwan has also gained the upper hand in advanced manufacturing processes.

However, Zhang Zhongmou frankly stated that the upstream IC design of wafer foundry does show a trend of shifting between Taiwan and the mainland. However, “MediaTek has done a very good job and is a very strong company.”

UMC’s UMC’s UMC has already gone to the mainland to set up a 12-inch wafer fab in Xiamen. Zhang Zhongmou has reserved the language for landing investment. “This is a big deal and is still under consideration.” TSMC is currently on the mainland. There is only one eight-inch wafer fab in Songjiang, Shanghai.

Looking back at the strong performance of TSMC last year, Zhang Zhongmou could not hide his good mood yesterday and said that the operation was “happy,” not only after tax profits have doubled, but also the share price has doubled to RMB 140 per share. He praised the two co-chief executives Wei Zhejia on the spot. Liu Deyin, for the next wave of Internet of Things opportunities, Zhang Zhongmou said that because of the large variety of products, there will be no leap-like growth like smart phones, but it will slowly and steadily drive the company's operating performance.

Recently, many heavyweight mergers and acquisitions in the semiconductor industry, including rival Intel chip maker Altera (Altra), Altra is an important customer of TSMC, causing the market to transfer rumors, Zhang Zhongmou refuted, "The conversion time is not so fast, we still "Customers are valuable partners", mergers and acquisitions will not be completed in a matter of days, there are traces in the past two or three years, "a small impact on us," and no matter how ups and downs in the industry mergers and acquisitions, will not shake the company's mission, continue to provide full The world's logic companies rely on technology and capacity services.

Zhang Zhongmou refuted yesterday's order cut half rumors, emphasizing that the operation will be better than the first half in the second half of the year. The annual growth rate of annual revenue will reach double-digit growth, which is estimated to be 13% to 19%; another shareholder asks for waste In the case of TSMC, TSMC stated that at present, 96% of wastes are recycled and reused, and the rest are disposed of according to legal procedures. In addition to adopting the most stringent standards, the company has set up a working group to deal with this.