Recent chang said Taiwan should welcome the mainland's investment, but it is best not to give the rights of the investor director appointed. Otherwise, protect intellectual property rights chip is not so easy.
As Taiwan's IC godfather, chang's comments to say, to zhang dong, reporter also respect, but it is hard to agree to the point of view that zhang dong.
Single theory of TSMC, zhang dong is not wrong, the reason is very simple, not only is the light of Taiwan IC, TSMC is whole chip foundry industry leader, TSMC is not lack of money, also not rare funds from the mainland, the somebody else also don't like umc, force is a joint venture with the mainland, build a factory in nanjing is also their own money.
TSMC overseas legal person has a 77% stake, the government has a 10% stake, but foreign is not right. Chang said last year, if you want to take control of TSMC, more than 25% stake need, valued at $114 billion, close to the samsung, shares took nearly $30 billion in cash to maintain the status quo to get a 25% stake.
Actually now hold shares in the mainland private equity and TSMC, only the private house also not rare board seats. In addition, TSMC company management structure like ali, basic is chang a person in charge, even hold enough of TSMC, zhang dong to give board seats outside didn't also the way.
But zhang dong if TSMC as benchmarking definition of Taiwan's integrated circuit industry, is wrong, compared with TSMC, umc, mediatek and ase, other enterprises in the leading position in the global industry in Taiwan is less prominent.
Zhang dong to distill this speech I do not know to umc, force and joint venture with China if there is a relationship in succession, the fact that such as zhang dong, even if the mainland funds respectively with umc, crystal set up joint venture company, China did not get the corresponding director seats, is to prevent the two companies' intellectual property rights transfer, zhang dong something don't understand is, however, many industry insiders are not optimistic about two joint venture companies, Chinese local government money good, is not necessarily good, before wuhan new core, SMIC factories are operating bleak, chengdu new core after upgraded to the national industrial base of integrated circuits, semiconductor manufacturing factory in chengdu is sold to the Texas instruments, before two companies believe that the problem of umc, force will meet to in the future.
If it weren't for stake in Rio, the purple lights into Taiwan's election, south MAO become the hot spots, such as under companies such as mediatek push Taiwan IC design industry may be Mr Ma's government has opened to the local, even though the mediatek has occupied forty percent of Taiwan IC design industry revenue, but in the competition with qualcomm, spreadtrum did not occupy obvious advantage, good performance, gross margin, but plummeting mediatek once said, hope in lu is not lack of money, but to land prices, relative to protect intellectual property rights, mediatek wants to develop more, let alone a board seat does not mean that the transfer of intellectual property rights, mediatek so, other IC design company is the same.
In fact sheet for IC design, now it is difficult to distinguish between mainland and Taiwan, the Taiwan stock market performance excellent spectrum red, such as silicon lijie, the treasure has not only on the board of directors of Chinese nationals or mainland origin and basic management team are from mainland China. It is hard to as zhang dong think one-size-fits-all partition.
Willing to give local board seats idea must be different, different enterprises, south MAO has agreed to give force into purple light board seats, the reason is simple, purple light can bring money for both companies, not only can bring the future development more machine, wei-guo zhao has announced $30 billion investment in construction of DRAM factory, the purple light to absorb investment, force into, of course, also get the chance of a future cooperation with purple light, have no strong help, purple light as investment memory testing factory.
Taiwan DRAM industry in global competition have fallen under the big pattern, relative to Europe and the United States and China, Taiwan counterparts or lack of Intel, AVAGO, Texas instruments as the core technology, or the lack of enough money for the development of mainland companies and market support, if in policy towards the closed again, the result is not hard to guess.
Co-operation or enclosed for Taiwan companies is not a fresh topic, the mainland over the past few years the development of panel industry, and have no stake in chi mei, au, but Beijing Oriental, huaxing photoelectric development rapidly, the next few years with the mainland New panel production line put into production, bear the brunt of the affected is Taiwan counterparts, if in the field of wafer foundry TSMC ahead of mainland companies, the gap with other vendors in mainland is not imagine zhang dong is so big, and stuck in the past by continental beyond, choose cooperation common development.
