President William Lai (賴清德) yesterday called for unity and cooperation in the global semiconductor supply chain to take on dumping by Chinese suppliers.
Speaking at a semiconductor forum organized by the Industrial Technology Research Institute (ITRI, 工研院), Lai said the semiconductor sector continues to face problems caused by unfairly low prices from Chinese suppliers of materials needed in mature processes.
The Chinese government has used subsidies, among other measures, to allow suppliers to dump products on the global market, he said.
Photo: CNA
The global semiconductor industry now faces a similar problem, and if it fails to take action, the situation would worsen, he added.
“Countries should unite and cooperate as partners in the global semiconductor supply chain to ease the impact of dumping from China,” Lai said. “Otherwise, innovation cannot continue and industrial development would be affected.”
Taiwan ranks No. 1 in the global pure play foundry sector, accounting for 90 percent of total advanced chip sales, first in the integrated circuit (IC) packaging and testing services business, and third in the IC design business, he said.
The nation also continues to be part of the global supply chain, Lai said.
Other countries contribute to the global semiconductor industry in their own ways, such as the US, which is good at semiconductor materials, equipment and technology development, so Taiwan cannot be the only driver of the sector’s growth, he added.
“Cooperation in the global supply chain is very important in the push for the prosperity of the next generation,” Lai said. “Taiwan has the responsibility to act as a focal point in technology development in the artificial intelligence [AI] era.”
The government would work with the industrial sector in creating policies to improve legal mechanisms, and provide financial assistance and tax incentives to help the industry grow, he said.
Echoing Lai, ITRI senior vice president Stephen Su (蘇孟宗) said that the global semiconductor sector needs a larger talent pool, so Taiwan should cooperate with partners in cultivating the next generation of talent.
Taiwan should also work with partners to build a diversified semiconductor supply chain by creating forward-looking technologies and setting industrial standards, he said.
Japanese Representative to Taiwan Kazuyuki Katayama said that cooperation between Taiwan, Japan, the US and Europe should prevent interruptions in the semiconductor supply chain, which would in turn guarantee the world’s economic security.
Meanwhile, American Institute in Taiwan Deputy Director Jeremy Cornforth said the US values its partnership with Taiwan, and that he hoped the two sides would take advantage of technological developments to build a resilient supply chain.
Cornforth said he also hoped to reinforce the Taiwan-US partnership, which would allow Washington to maintain its competitive edge in semiconductor and AI development.
ENERGY ISSUES: The TSIA urged the government to increase natural gas and helium reserves to reduce the impact of the Middle East war on semiconductor supply stability Chip testing and packaging service provider ASE Technology Holding Co (日月光投控) yesterday said it planned to invest more than NT$100 billion (US$3.15 billion) in building a new advanced chip testing facility in Kaohsiung to keep up with customer demand driven by the artificial intelligence (AI) boom. That would be included in the company’s capital expenditure budget next year, ASE said. There is also room to raise this year’s capital spending budget from a record-high US$7 billion estimated three months ago, it added. ASE would have six factories under construction this year, another record-breaking number, ASE chief operating officer Tien Wu
The EU and US are nearing an agreement to coordinate on producing and securing critical minerals, part of a push to break reliance on Chinese supplies. The potential deal would create incentives, such as minimum prices, that could advantage non-Chinese suppliers, according to a draft of an “action plan” seen by Bloomberg. The EU and US would also cooperate on standards, investments and joint projects, as well as coordinate on any supply disruptions by countries like China. The two sides are additionally seeking other “like-minded partners” to join a multicountry accord to help create these new critical mineral supply chains, which feed into
For weeks now, the global tech industry has been waiting for a major artificial intelligence (AI) launch from DeepSeek (深度求索), seen as a benchmark for China’s progress in the fast-moving field. More than a year has passed since the start-up put Chinese AI on the map in early last year with a low-cost chatbot that performed at a similar level to US rivals. However, despite reports and rumors about its imminent release, DeepSeek’s next-generation “V4” model is nowhere in sight. Speculation is also swirling over the geopolitical implications of which computer chips were chosen to train and power the new
TECH WINNERS: Taiwan and South Korea reported robust trade, which suggests that they have critical advantages in the rapidly expanding AI supply chain, an official said Exports last month surged to a new high, as booming demand tied to artificial intelligence (AI) infrastructure fueled shipments of advanced technology components, underscoring the nation’s pivotal role in the global semiconductor supply chain. Outbound shipments climbed to US$80.18 billion, the highest ever for a single month, rising 61.8 percent from a year earlier and marking the 29th consecutive month of growth, the Ministry of Finance said yesterday. “The surge was driven primarily by global investment in AI infrastructure,” Department of Statistics Director-General Beatrice Tsai (蔡美娜) said. The mass production of next-generation AI computing systems has accelerated procurement across the semiconductor supply