Silicon products, ASE at the same time in February 12, 2018 held a temporary shareholders meeting, in the cool breeze Zhongke Park conference room, Lin Wenbo said frankly, this is the last time to silicon chairman of the identity of the semiconductor industry trends do Lin Wenbo sigh, the world trend of chaos, even native companies such as silicon products, will be subject to mergers and acquisitions, but unwilling to the company in the fierce struggle in the direction of bad, to agree to combine, but also hope that the rights and interests of employees can be good Q: How do you think about the global semiconductor IC packaging and testing industry changes? A: The semiconductor IC packaging and testing industry has begun to have the type of change, such as from the wafer stage of the package, That is, WLCSP package trend, such as TSMC also put InFO (integrated fan-out package), from the original PCB board assembly phase, further IC, with different applications and technological advances, the product has also changed. , The mainland industry chain is rising slowly, and the three IC packaging and testing plants are supported by the mainland government. The Mainland has confirmed the importance of the IC packaging industry and has made great efforts. However, it seems that Taiwan , The government has not woke up. The future cooperation with the Group's follow-up, the current details are not suitable for me to speak, after the business part of the new holding company will be unified remarks, but can be expected with the Violet Group's follow-up cooperation soon The verdict, will also be kept in touch.Ziguang Group is mainly focused on the development of the storage industry, silicon products, there is no urgency for cooperation with the Purple, but need to closely observe their development in the field of logic IC Q: ASE combined with silicon A: In fact, I did not expect the world chaos into such a way that companies such as Silicon are all acquired, but look at world trends such as the acquisition of LSI by Avago , And later acquired Broadcom, Avago has changed its name to the new Broadcom, and now even the Qualcomm IC design God-level companies have been attacked.Please look at if TSMC chairman Zhang Zhongmou retired, who led the TSMC it? Can see the electronics industry from the first generation, went to the era of professional managers, the trend of the world continued to move.The silicon products company has not disappeared, the new holding company Under the independent operation of it.It seems professional managers management is still.With the combination case, the shareholders will get a lot of cash silicon, there will be many uses, of course, most shareholders will have their own ideas, I myself have 3% Less money. Q: The future and the original business conditions of the moonlight what? A: According to the contract, ASE, silicon products after the combination of at least two years can not talk about the distribution of performance within two years can not be part of the cooperation in the client, on The provisions of the Ministry of Commerce of the People's Republic of China still stand for independent competition and competition. As of two years ago, it has not been thought of yet, but according to the spirit of the contract, it should continue to maintain its independent operation. Why? A: Silicon products have been invested in Jinjiang, Fujian, silicon products, with Jinhua together DRAM package, is not successful still do not know, but invested in a chance, but under the current atmosphere, I think the cooperation with the mainland company , Has slowed down a bit, but in fact, for the mainland market, the government has already ordered the manufacturers to try their best to go back to their home countries in the overseas business. In the medium term, in the medium to long term, Land layout of the Silicon Branch, or IC package-based, while the main DRAM in Fujian. The main reason is that most of the fabs are in the Yangtze River Delta region, Silicon Division is still sufficient to deal with, as to whether the future to expand, look at customer needs Further, mainland China is actually eager to import substitution, such as mainland mobile phone brand manufacturers, last year has been affected by the United States and South Korea storage giant flash memory (Flash) output impact last year, storage shortages, prices , Demand and supply and demand situation, the mainland mobile phone industry also felt quite painful, for the mainland, they must overcome the key issue of autonomy of components, mobile chip is also.Observe the next decade, such as the trend of 5G generation development, It is an inevitable trend that the mainland will have the fastest growth in the IC industry, but it will surely fail unless the fastest-growing local development fails. However, it seems that under such a general trend, Taiwan's government authorities still do not seem to have any industrial policies And direction, do not know where to go, as if only Taiwan, a TSMC company, but TSMC shares more in the hands of foreign investors, silicon products are now from local companies into foreign companies. Official subsidies, or in progress, but as the industry more international, official subsidies will also be lifted slowly, the final competition or rely on their own strength .Currently in the mainland, Silicon Branch is well managed and successful Investment.Now there are also Taiwan's IC design company to zero to the mainland regeneration, although the current size is small, but is expected to have more second-generation, third-generation investment, the strength will be more and more Q: How 2018 In the first half of the semi-conductive market economy? A: Actually at present does not seem very clear .1 ~ February looks bad, whether it is Apple, Android camp, we are not sure about the economy, the terminal manufacturers are not sure, we seal The industry is also no grasp of the most popular virtual currency such as bitcoin topics recently, but the recent price fell below $ 6,000, we are a little scared, is a more volatile business, although the silicon products into the relevant supply chain, but the amount of relative A lot less silicon hold on this more conservative attitude.I think bitcoin should have a person or unit to be the final liquidator, such as the national currency, the country to settle, but the bitcoin's liquidator is Magic, if you lose billions, can not find people account, we think it is not appropriate to spend too much power on the above, silicon products are involved but not the main force for TSMC, but also just production capacity vacancy, take a big single Q. Do you have a plan for retirement after the silicon-bonded case? A: I have not thought about my retirement yet. I will continue to work on silicon Products with the general manager, the management team, to maintain the growth trend of the silicon business over the past 30 years in the future in the ASE holding company, the management team can have their stage. ASE Holdings, there are two major stage, the future professional managers Will replace the management of traditional shareholders, I hope that silicon people can get an important position on this stage, to rely on their own efforts.I am also close to 70 years old, will be handed down to the next generation, I hope professional managers in the conversion process , Get their position in the company, which is called internal business, silicon products will continue for another 30 years .As for the interest of life Go, I personally invested NT 30 million each year in Go public activities, such as sponsorship of National Chiao Tung University, training players In addition, as well as the famous female Qiao Jia Jia Jia Jia, also participated in the event I sponsored (the most powerful womens Go Go) .I have several times and AI on the game, each have their own victory or defeat. A: The streamlining of manpower is decided by the board of directors and will not hurt the company's rights and interests according to the market demand. In fact, one of the important reasons why the company agrees to mergers is that it does not want the company to go a bad direction in the fierce struggle We attach great importance to the rights and interests of employees and hope that after the combination of a good direction to maintain an independent operation, so that employees receive protection.I think ASE took so much money, but also valued these employees, ASE in fact to buy a strong management team , So that the turnover and market value increase, no one stupid spent NT1,500 billion, the staff expelled .Zhang Qinsheng chairman has his ambition, our employees, the management team also have the opportunity to get a bigger stage , Which is actually a win-win situation, we have everyone's position, our shareholders can also get the stock value. ASE became the world's largest testing company, I told General Xin That, from the boss to become employees, is a win-win outcome, it is a good result.
