In the face of the global eruption of Internet of Things (IoT) applications, not only has Taiwanese IC design industry's order visibility increased sharply in 2018, but at the present stage, IoT-related chip solutions have used a large number of 8-inch wafer production capacities. The utilization rate is full, and there are 8 factory production capacities that will be fully loaded until the end of 2018. Some chip makers expect that the demand for 8K wafer foundry capacity will continue to exceed the demand for 3 years. Taiwan Semiconductor Manufacturing Co., Ltd., the world's advanced, UMC, SMIC And Hua Hong Semiconductor is expected to continue to benefit, especially the old fab wafer fab gradually has a resurrection chip.
Global technology giants and telecom operators from various countries have invested in the Internet of Things (IoT) market. Taiwan-based IC designers pointed out that the local governments in the second and third-tier cities of the mainland alone have set a single bid, and the procurement scale for Taiwan-based IC design companies has reached a scale. With several million stars, the governments of all countries in the world continue to invest in infrastructure development for the Internet of Things. The mere label market is enough to make the demand for IoT-related chips soar year by year.
