Tuesday, May 7, 2019
The semiconductor industry is expected to see demand pick up significantly in the second half of 2019 after gradually hitting the bottom, and Taiwan can compete well in the global market with its comprehensive IC supply chains, according to Bough Lin, chairman of Siliconware Precision Industries (SPIL), an affiliate of ASE Technology Holding.
As the 2020 Tokyo Olympics will take place in July and August, Lin said, bright semiconductor market prospects can be expected one year before and half a year after the event.
Lin continued that different firms show different inventory levels, and therefore it is difficult to predict when they can adjust inventory to proper levels. Also, uncertainties still exist in the Europe, US, China and Southeast Asia markets, but they can little affect Taiwan's semiconductor firms because the exchange rates of Taiwan's currency remain stable.
In response to leading foundry house Taiwan Semiconductor Manufacturing Company (TSMC)'s recent announcement that it will kick off volume production of SoIC (small outline integrated circuit) solutions adopting 3D IC stacking technology in 2021, Lin said this is a positive development as TSMC has also maintained cooperation with other major semiconductor players in Taiwan.
Lin also revealed that under the leadership of ASE Technology Holding chairman Jason Chang, both SPIL and Advanced Semiconductor Engineering (ASE) have performed better than expected.
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