In response to the US-China trade war, Inventec’s general manager Wu Yongcai also stated that if the customs wars are launched, there will be impacts. However, the company has server factories in Mexico and the Czech Republic, which can produce some laptops, and Taiwan also has pen-power plants. Each year shipments are about 1 million units. If this happens, the Czech Republic, Mexico factory can do so, so that the impact of the product is not too much.
Tong Zixian pointed out that Heshuo has factories in Mexico and the Czech Republic, which helps resolve the impact of the trade war between China and the United States. At the same time, there is a maintenance line in the United States that can accommodate thousands of people. It can be changed to a production line at any time to meet the needs of six months to one year. Short-term order requirements.
'The trade war made everyone laugh, but management's 'urgent' and 'important' are different things. The real threat will not come from the current 'emergency,' but it is an important evolution that cannot be seen at all. The real threat is not immediate The threat, but unwittingly evolved. 'Feng Zixian emphasized, 'Everyone is talking about the current phenomenon. In fact, many component suppliers in China have risen. This is a threat. There was no mainland manufacturer in the mobile phone supply chain ten years ago. , But now the mainland directly cuts into the smartphone component supply chain, such as glass, and if there are more threats in the future, it should be closely watched.
In terms of customer performance, Wu Yongcai disclosed that he had returned from the United States a few days ago. At that time, he asked the customer about the issue of tariff warfare between China and the United States. The customer's performance was more intense than Inventec and the pressure was greater. He believes that the US President Trump interacts with mainland China. There is no benefit for both parties. Inventec through triangular trade, orders from Taiwan, mainland shipments, Sino-US trade wars, and many industries in Taiwan will suffer. For example, smartphones, laptops and other products, many suppliers cannot follow. In the United States, only part of the components can be produced in a country without tariff barriers, and then shipped to the United States for assembly. The tariffs of certain parts and components can be solved. In order to solve all component problems, Inventec has no alternative.
TSMC's three arrows have minimal impact
TSMC has revealed that it is optimistic about automotive electronics, high-speed computing and the Internet of Things at the beginning of the year. Good news came through the spring. Virtual currency, AI boom is booming. External investment film, Global IDM plants are rushing to invest in the development of the Internet of Things, and the three arrows of Taiwan's stock market are glowing. The trade war between China and the United States has little impact. In 2018, revenue growth of 10% to 15% can be achieved. The growth value is better than global value. which performed.
Zhang Zhongmou pointed out at the beginning of this year that the continuous improvement in the three major areas of high-speed computing, the Internet of Things, and automotive electronics will continue to drive the continued growth of TSMC's operating performance this year. The high-speed computing has gradually increased the proportion of TSMC’s revenue, and it is optimistic about future high-speed operations. Applications such as artificial intelligence and GPU are more widely used, and IoT applications will gradually mature this year, and more customers will be put into mass production.
The global mad virtual currency and AI with Wanda, TSMC's high-speed computing operations are stronger than expected. The legal person expects that high-speed computing revenue will increase by 80% this year, and the revenue share will increase from 20% in 2017 to 25% in 2018. The automotive electronics segment, TSMC and Advanced subsidiaries of the company have successively obtained orders for automotive electronics from the world's largest IDM plants. The world's most advanced technology has been fully loaded with 8 wafers for Infineon and NXP orders. TSMC's 28nm technology is mature, and its yield and performance are better than its peers. Global outsourcing of IDM plants became a trend. TSMC became the biggest winner.
In addition, in response to the recent trade war between China and the United States, Taiwan Semiconductor’s Terrorist Zhongjian pointed out that currently the United States is engaged in wafer foundry mainly for Global Foundries. Since its FinFET technology cannot break through, it will use FD-SOI instead, mainly for automotive applications. In mature markets such as networking, for FinFETs under 14, 16 nanometers, TSMC has an absolute leading position. As for Intel's main production of its own CPU in advanced processes, its foundry business has extremely low profitability, and Intel has no advantage in the low-power mobile phone AP market. , Yield, patents, parameter databases are all less than TSMC.
Hong Wei Shi Zhenrong: Mastering new opportunities for change
According to Shi Zhenrong, founder of Acer, everyone will find a new model for reciprocity. You can wait and see how this changes. Taiwan can continue to increase its own core competencies and keep abreast of new opportunities that are constantly changing.
Regarding Taiwan’s response, Shi Zhenrong said that it is necessary to pay close attention, increase its own core competencies, and continue to make the greatest contribution to its partners. This is the role we should play. The outside world is constantly changing and changes may occur. Dilemma or opportunity, can make good use of Taiwan's flexibility, speed, entrepreneurship, etc., to grasp new opportunities for change.