Foreign media, local analyst say 2023 will challenge tech companies
Foreign media, local analyst say 2023 will challenge tech companies
2023-01-02
The new year has just started, but analysts say it will be a tough year ahead for the tech industry. They say TSMC will need to work harder to keep talented engineers in Taiwan, particularly as competition among chip suppliers heats up. Let’s hear what one analyst has to say on the matter.
In its final triumph of 2022, TSMC held the opening ceremony for its new 3nm plant in Tainan. Company chair Mark Liu said the move was part of plans for greater investment in Taiwan, where the company would maintain its lead tech position. However, a Financial Times report published Dec. 30 said TSMC CEO C. C. Wei “cannot afford to relax after a record year.” The report says that during Wei’s four years as CEO, the company broke performance records and stocks soared, but 2023 is set to be a tough year, which “will require bold New Year’s resolutions.”
Chai Huan-hsin
Industry analyst
Geopolitics is still a major challenge for TSMC. The company’s U.S. plant may surpass its Taiwan plants in research – don’t assume that’s impossible. That is something that may happen, and if it does, keeping the advanced manufacturing process in Taiwan will break it.
The Financial Times report suggested that Samsung and Intel will also invest heavily in 2nm chips. TSMC has only just started mass-producing 3nm chips, while Samsung started shipping 3nm chips in July. There is no brand loyalty in the industry, and whoever can make the most-advanced chips will come out on top, the report said. Also, China is actively poaching talent, and the possibility of TSMC losing its talented engineers cannot be ruled out.
Chai Huan-hsin
Industry analyst
TSMC only has 7,500 research and development engineers, and 500 of those were relocated to the U.S. plant. They move 7% of their advanced R&D engineers, and this is only the first phase. As manufacturing moves forward, the pace of relocating engineers will increase.
Hon Hai chair Young Liu on New Year’s sent a letter to Foxconn employees in China telling them to stay united during stormy days. The company’s plant in China’s Zhengzhou has been facing challenges, but annual growth over the past 11 months still reached 13.5%. The company is expecting a challenging 2023, but will make it through if everyone stays focused on the path forward, he said.
Tech companies expect stormy days ahead for 2023, but how well they get through it will be a test of their management.
台積電迎接2023挑戰 外媒:人才缺口挑戰大
2023-01-02
2023年對電子業來說充滿挑戰，鴻海董事長劉揚偉發內部信向員工信心喊話；英國金融時報分析，台積電新的一年要有大膽的決心，尤其不能在先進晶片技術跟人才競爭兩方面鬆懈。產業專家分析，台積電雖然強調根留台灣，但地緣政治影響不容忽視；而且三星、英特爾技術緊追在後，研發人才有很大缺口。
2022年台積電最後一場盛事，3奈米擴廠典禮，董事長劉德音強調深耕台灣、保持技術領先。但隔天英國金融時報立刻發布分析報導，台積電總裁魏哲家已接任4年，2022年台積電屢破紀錄、股價也翻漲一倍，但面對艱難的2023年，需要一些大膽的新年決心。
[[產業分析師 柴煥欣]]
“地緣政治還是台積電重大挑戰。如果美國廠研發腳步超過台灣廠，不要認為這不可能，這部分是有可能發生的一件事情，那麼這時候，先進製程根留台灣就會被打破。”
金融時報提到，三星跟英特爾都將全力投入2奈米技術，台積電剛剛開始量產3奈米晶片，但三星7月已開始出貨，晶片行業幾乎沒有品牌忠誠度，能穩居客戶榜首，關鍵在於，誰能提供最先進晶片。除此之外，包含中國在內的競爭對手大力挖角，台積電人才缺口也不容忽視。
[[產業分析師 柴煥欣]]
“研發工程師台積電只有7500人，移了500人過去(美國廠)，先進製程研發工程師就移了7%過去，這只是第一期而已。製程逐步往前推進情況下，研發工程師移過去的速度會更快。”
迎接新的一年，鴻海董事長劉揚偉對富士康員工發內部信，標題"攜手前行，穿越風雨"，這個冬天，集團中國園區尤其鄭州面臨考驗，前11月累計營收年增還是有13.5%，2023年前方的路會更加艱辛、更具挑戰，但前有大山不可怕，怕的是心中無路。
2023年科技業將迎來最嚴峻風暴，如何挺過難關，考驗高層決策力。
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