Should continue to be optimistic about the Taiwan Semiconductor | Big data development material-driven semiconductor investment

Global semiconductor equipment leader Applied Materials Group said yesterday that due to optimistic about next year's procurement of semiconductor devices in Taiwan will continue to surpass the amount of mainland China, in order to serve local customers in Taiwan, will continue to expand the scale of manufacturing in the field.Approved Group Vice President and Taiwan Region President Yu Dinglu pointed out that TSMC (2330) and Micron, and other major manufacturers are still continuing to expand the scale of investment in Taiwan, in order to serve local customers, the material will also continue to expand in manufacturing scale; and with the difficulty in manufacturing semiconductor devices, Will also be more rigorous and prudent view of the manufacturing partners in Taiwan, but continued expansion of cooperative operations is expected.

Yu also pointed out that after 2020, the industry is expected to enter a new era of artificial intelligence (AI) and big data (Big Data). As the volume of data created daily by big cities explodes, such as San Jose A smart city of 1 million people is expected to create 200 million GB of big data every day, which will drive a huge business opportunity for data storage and computing while also boosting the semiconductor investment.

Yu Dinglu and said that should be optimistic about the AI ​​and big data era is approaching, there will be 5 major growth momentum: 3D NAND including storage data will be greatly increased demand; AI and HPC computing chip will drive the foundry market growth; semiconductor manufacturing process to Following Moore's Law, mask technology and material engineering such as patterning will be the key; display technology will move toward large-size panels such as OLEDs and 10.5-generation lines; and mainland China will invest heavily in the construction of new panel plants and semiconductor plants, For the industry to bring greater investment strength.