China's semiconductor manufacturing industry needs to feel the stones across the river

Advanced semiconductor manufacturing Limited by Share Ltd (ASE) said a senior official, for the semiconductor manufacturing business to China, speed and heat bold prediction may be completely mistaken.

ASE U.S. subsidiary ASE Inc. CEO Tien Wu in the Semicon West exhibition, said that although China undoubtedly is rapidly becoming the global semiconductor manufacturing base, but the speed of the semiconductor manufacturing industry to the country's bold prediction has overestimated the situation. For example, the international semiconductor equipment and Materials Association (SEMI) recently claimed that China will build 20 new chip factories in 2005-2008.

"I don't believe." Wu representation. "All manufacturing operations will be transferred to mainland China is not expected to reach conclusions." Wu believes that due to a certain percentage of the chip manufacturing business usually need to stay in the local, so some semiconductor manufacturing business will remain in the United States and europe.

Wu pointed out that Chinese, growth for the semiconductor manufacturing base for roads and other areas are completely different, because Chinese, directly by the fabless and foundry model (fabless-foundry model), and the United States, Japan, Taiwan and South Korea may depend on the integrated device manufacturing (IDM) infrastructure formed. He said that the rest of the world, the origin of the Fab semiconductor company can be traced back to the IDM. Forecasts for the growth of China's semiconductor industry have underestimated the value of the infrastructure provided by IDM.

Compared with other parts of the world ", Chinese, need to explore a development path is completely different," Wu said, "they (industry) believe that there are 500 design companies and some factories, Chinese can win."

Wu stressed that the development of China, semiconductor manufacturing facing sustainable (raw material cost), efficiency and regional political stability challenges.

Wu pointed out that the low manufacturing cost for Chinese, overall semiconductor industry leading position is not necessary. Wu said, including human organ replacement and other innovative life science, will become the next major driver of the IC industry, the cost of the device is not the most important factor for the user.

Wu said the rise in the process of China, semiconductor manufacturing, played by China, electronic market scale effect may eventually exceed low cost.

"DELL (Dell) is not to reduce the cost to China, they want to sell PC to every Chinese."