Looking to the semiconductor industry boom, Zhang said that the second half of the year into the traditional peak, although the recent growth of smartphones slowed down, but from automotive electronics, artificial intelligence (AI) and Internet applications grew rapidly, the second half of the expected semiconductor industry will continue to grow, the annual output value of the annual increase of 4% to The Sun and the moon in the Friday Law said the meeting, also released the second half of the quarterly growth message. Financial long Dong Hongs said that the current bullish customer demand, the application of all growth, capacity is also a bit tight.
In addition, including line, convex block and fan out type package (fan-out), in addition to new customers, there are also new products, pushing up the second half of the revenue growth.
Zhang optimistic about the future growth opportunities for the mainland semiconductor industry, but he cautioned that although the mainland has invested fully in the production of wafers, it is still facing problems such as the shortage of talents, and it is expected that local vendors will be ripe for a period of time.
Zhang that the Taiwan semiconductor industry from the IC design, manufacturing to the back-section of the test, there is a complete supply chain, and Taiwan plant has been in talent cultivation and technology research and development investment in large sums of money to enhance competitiveness, bullish on Taiwan's semiconductor industry has more than five years of leading edge. Zhang: Taiwan Semiconductor five years ahead of the mainland