Last year, China's IC production was 359.4 billion, an increase of 33% over the previous year. The Korean Peninsula Research Institute of Peking University pointed out that China now has more than 70,000 semiconductor-related companies, and South Korea may expand its purchase of ICs from China in the future. Third, AI-related semiconductors for deep learning such as face, fingerprint or speech recognition functions are China's strengths. China's strategy is that since it is difficult to catch up with the latest CPU designs such as Intel and Samsung's memory manufacturing capabilities, it might as well focus on the next niche market.
Looking forward to the job email list second half of the year, in addition to the Russian-Ukrainian war, Liu Minghuan, an adjunct assistant professor at the Department of Economics at Taipei University, believes that the slowdown in China's economic growth may affect South Korea, which relies on China for its exports. In addition, the long-term depreciation of the yen will also reduce the price competitiveness of Korean companies. The Korea Institute of International Trade and Commerce previously estimated that there will be a deficit of US$14.7 billion this year, which will be the first full-year deficit in 14 years.
Liu Minghuan pointed out that compared with South Korea, Taiwan's products are relatively diversified, and Taiwanese businessmen have a deep distribution. The division of labor in the upper, middle and lower reaches of the manufacturing industry is clear, and there is a demand for assembly. Just looking to the future, in addition to continuously upgrading technology to maintain advantages, we must also diversify the market. "In the past, the real-time production with zero inventory was emphasized, and the only consideration was cost. After the epidemic, the more important thing is how to keep the supply chain uninterrupted and whether the partners are trustworthy." More Financial News articles The key is July! A Biden bill affects the growth and development of semiconductor forces in Taiwan, the United States, South Korea and China Asia's top 50 semiconductor rankings TSMC, MediaTek, ASE, and UMC squeezed into .