The semiconductor cluster effect was fermented, and the international manufacturers have settled in Taiwan.The Taiwan authorities said on the 28th that the leading foreign Foreign Panlin (Lam Research), the Dutch Asml (ASML) and the Applied Materials were all announced in the establishment of a high -level R & D center in Taiwan. It is expected that the purchase of Taiwan's purchase 133100 million yuan, driving 433.7 billion yuan to invest in Taiwan.
The authorities said that Panlin is the manufacturing and service providers of the third largest semiconductor wafer equipment in the world, and set up advanced nodes and high -level process technology research and development centers in Taiwan to enhance Taiwan's independent research and development energy in advanced nodes and high -level process technology.With Asmore and application materials, all the top three semiconductor equipment vendors in the world are in place.
After the three giants set up a high -end R & D center in Taiwan, in addition to driving procurement and investing in Taiwan, it can also drive 50 islands manufacturers to participate in foreign research and development and cut into the international supply chain. As a result, Taiwan has become a place where global semiconductor equipment is developed.In the past 5 years, the Ministry of Economic Affairs has invested nearly 6.5 billion yuan, subsidizing the investment in the island's equipment and material operators, and drove 137 local products into the international supply chain of semiconductor.
In addition, Taiwan subsidizes the independent technical research and development of local semiconductor equipment and material operators, and assists local equipment and materials through the quality and reliability verification of semiconductor international manufacturers such as TSMC, Sun Moonlight, and UMC.Breakthroughs in process materials.
　The investment of the three major equipment giants
The EUV (Extreme UV exposure machine) ASML is launched in Taiwan in August this year. It is planned to be newly built in the New Taipei Linkou Industrial Park in New Taipei City. It is expected to be opened in 2026.According to Taiwan, it was said that through Taiwan's ASML more than 10 billion yuan in capital increase cases. This was the first time that the ASML announced the Linkou investment case at the end of last year, which was applied to the investment review meeting for the first time.
The Investment Council subsequently increased the capital ASML of Taiwan's ASML through the Dutch ASML for 5.64.55 million yuan and 140 million euros (equivalent to nearly NT $ 5 billion).
The ASML Linkkou new plant is expected to start in July next year. This will be the amount of ASML invested in Taiwan. Not only that, ASML also plans to bring the European supply chain to Taiwan to land.Among the cold winds of semiconductors, what is ASML to invest in Taiwan?The following is reported on November 16, 2022:
The EUV produced by ASML is an indispensable machine for producing advanced processes below 7 nanometers, so ASML will naturally take priority to serving large customers nearby, and try to be close to TSMC and SamsungelectronicThe city where Samsung Electronics is located has become a small number of companies that can still do the opposite and increase investment when semiconductor falls into a low tide.
In the past six months, the semiconductor industry is gradually entering the amendment period, and even TSMC, Micron, and Intel (Intel) The international manufacturers have also reduced capital.The main reason is that the demand for the consumer market is weak, laptop, wisdomcell phoneThe demand for products has also exhausted the epidemic dividend, and the number of orders that affect the semiconductor factory will be connected.
However, even so, the time axis has been extended for three to five years, and the epidemic has increased the speed of digital transformation, so that application scenarios such as electric vehicles, data centers, and header -mounted devices have increased, and the market size is expanded.Products like this still have strong demand in the market.In addition to the precise design and the popularity of 5G, the advanced process can also make it highCPU(centralprocessor), GPU (graphic processor) and other products are the key to landing.
However, if you want to make advanced processes and maintain a good rate at the same time, you need the assistance of EUV.Relying on such market demand, ASML has the confidence of continuous funds; coupled with the EUV market alone, such a special market location allows this lotus merchant to continue to increase investment in a downturn.
The Wall Street Journal also pointed out that ASML is a company that can produce EUV around the world, and EUV is the key to maintaining the current world semiconductor factory.Therefore, even though major factories are reducing capital expenditure, it is impossible to cut off orders for ASML based on the reasons that are worried about backward opponents.At present, ASML has accumulated a subscribed amount, and it is estimated to be as high as 38 billion euros.
In addition, at the conference call last month, ASML also said that the impact of the US ban was almost minimal on ASML.
Panlin is a supplier of the global semiconductor system etching process equipment. It has long established the supply chain of semiconductor equipment components in Taiwan. In order to continue to deepen bilateral cooperation, they will set up R & D centers in Taiwan and increase R & D investment to strengthen customer advanced process technology services.And deepen the supply chain of equipment in Taiwan to accelerate the mass production of 2 nanometers.