Taiwan: City, growth of the semiconductor industry, has been powerless to stop-semiconductors, TSMC-IT information
Following the Panel industry, another pillar of Taiwan's semiconductor industry is feeling the city, was "empty" fears. In this regard, Taiwan's "Premier" question, I said: no way.
Comment on March 17, the DPP "legislators" Kuo Cheng-question of the day "Premier" Lin Chuan said that China's semiconductor market in the next five years, will be one of the fastest growth rates in the world, how do we stop this trend?
Lin Chuan said, this is no way to stop.
For this helpless, Taiwan's "semiconductor" Godfather, TSMC chairman Morris Chang probably deep experience. As early as March 2016 when TSMC had to go to the Mainland to invest and build factories in Nanjing, he was feeling, "even now to have Samsung a year later, but never landed, probably will not competitive in the future, it is the lateness, had to go. ”
"Premier" Lin Chuan (left) to receive questions
Kuo Cheng-also asked Lin Chuan, stock market earnings gap between the two sides, more and more Taiwan companies to enter the mainland China market to get money, then come back to Taiwan to engage in mergers and acquisitions and so on, how is it prevented?
Lin Chuan said, it involves rather complicated issues, within the same stock market multiples higher enterprises of low easy to mergers and acquisitions of enterprises, but some procedure involving mergers and acquisitions also need to be improved.
Led by Lin Chuan 17th "Cabinet" team to the "Legislative Yuan" and the general question of the policy address, is responsible for the question of economic groups, "legislator". "Green" when Lin Chuan Kuo Cheng-question, focusing on the cross-strait status of the electronics industry.
Kuo Cheng said leading mediatek IC design market, 70% in China, mediatek used another strategy to break away, certain parts of the business to the city listed, there are ways to prevent this phenomenon?
Lin Chuan said that similar chips as the main market in the Mainland, such as industry, joint venture manufacturing in mainland China is inevitable, but it is to ensure that Taiwan's high-tech cannot be lost, this is a two-stage strategy, but the ultimate goal is the mainland China market should not be encouraging to other markets, to go global.
He admitted many mediatek success came from mainland China, but after the cumulative strength should be going up space, not sucked in there never go out.
Taiwan's "semiconductor" Godfather Morris Chang sighs, "(to the city) it was late and had to go to"
Kuo Cheng then asked, many Taiwanese companies listed on the Mainland, such as semiconductors, electrical and mechanical design of ya-Xiang, in January to enter the Chinese market, even a 16 a trading Board, because mainland China semiconductor market to grow too fast, he quickly received orders in January, worth 18.6 billion, is the parent company twice, this phenomenon still occurs, what do we do?
Lin Chuan said, not to protect the industry, did not want the industry to seek more business opportunities, but to cut clear business opportunities making it doesn't matter, but don't interfere with what the whole competitiveness of Taiwan's industrial development, which is to pay attention to the part, here is the red line, but he admits the red lines very well.
City, "red supply chains", Taiwan has "red alert" for a number of years
Kuo Cheng-again asked, future 5 years, China city of semiconductor investment so of big, one years may over 500 billion dollars, Taiwan semiconductor industry also step past of panel industry of follow, was forced to to pursuit China city market, Asia Cheung is first a example, day Moonlight is, now round to TSMC, TSMC past of important cadres gradually left Taiwan to city company, this trend how block?
Lin Chuan said, not completely stop is not to stop, so long as they do not violate the discipline of enterprise prohibited, without bringing trade secrets, or other deliberate use of improper means "undercut" are all acceptable. Taiwan officials go to the Mainland enterprises, to pull the people of Taiwan used to be hard to avoid, so we have to have the ability to attract talent, let more people in, he knows several across the training industry, has been a large amount of talent from Taiwan, but not by inappropriate means.
台湾：已无力阻挡大陆半导体行业的增长 - 半导体,台积电 - IT资讯
继面板产业后，台湾的另一支柱产业半导体业也感受到被大陆“掏空”的恐惧。对此，台湾“行政院长”面对质询时坦言：没办法。
中评社3月17日消息，民进党“立委”郭正亮当天质询“行政院长”林全时提到，中国大陆半导体市场在未来五年，将是世界增长率最快的，我们如何阻止这趋势？
林全坦言，这没办法阻止。
对这一无奈，台湾“半导体教父”、台积电董事长张忠谋恐怕深有体会。早在2016年3月台积电不得不到大陆南京投资建厂时，他就曾感慨，“即使现在去也已经晚三星一年，但再不登陆，未来恐将毫无竞争力，实在是时间已晚，不得不去。”
“行政院长”林全（左）接受质询
郭正亮还问林全，两岸股市市盈率差距大，越来越多的台湾公司通过到中国大陆上市获取资金，再回来台湾从事并购等等，这怎么防止？
林全说，这牵涉到问题比较复杂，同个股市内，市盈率高的企业也容易去并购低的企业，但牵涉到并购的一些程序规范还需完善。
林全17日率领“内阁”团队到“立法院”进行施政报告暨总质询，负责质询的是经济组“立委”。“绿委”郭正亮质询林全时，聚焦在两岸电子产业的现况。
郭正亮说，IC设计龙头联发科的市场，有70%在中国大陆，看到联发科用另一种策略来化整为零的出走，某些营业部分转到大陆上市，有办法防止这现象吗？
林全说，类似联发科等以大陆为主要市场的产业，在大陆合资发展制造业不可避免，但要确保的是台湾高新技术不能因此流失掉，这是两阶段策略考虑，但最终目标是不该以中国大陆市场为主，鼓励往别的市场发展，要走全球化。
他承认联发科很多成功来自中国大陆市场，但累积实力后，应有往上走空间，不是陷在那边永远走不出来。
台湾“半导体教父”张忠谋曾叹，“（去大陆）时间已晚，不得不去”
郭正亮接着问，台湾很多在大陆上市的公司，如半导体、机电设计的亚翔，1月到中国上市，连收16个涨停板，因中国大陆半导体市场成长太快，他迅速得到各种订单，1月市值达到186亿，是母公司两倍，这现象还在发生，这怎么办？
林全说，不能为了保护这些产业，不让产业去谋求更多商业机会，但要切割清楚，商业机会的谋取没关系，但不要妨碍到台湾产业发展的整个竞争力，这是要注意的部分，这里是有红线的，但他坦言这红线不好切。
大陆“红色供应链”，台湾已“警戒”了许多年
郭正亮再问，未来5年，中国大陆的半导体投资如此之大，一年可能超过5千亿美元，台湾半导体产业也步过去的面板产业的后尘，被迫要追求中国大陆市场，亚翔是第一个例子，日月光也是，现在轮到台积电，台积电过去的重要干部陆续离开台湾到大陆公司，这趋势怎么阻止？
林全说，不完全能阻止也不见得要阻止，他们只要没有违背企业禁止的原则，没把商业机密带去，或对方不是刻意用不正当手段“挖墙脚”都可接受。台湾干部去大陆企业后，再拉台湾人才过去也难免，所以我们要有能力吸住人才，让更多人才进来，他知道好几个对岸刻意培养的产业，一直从台湾大量挖人才，但不允许用不恰当手段来进行。