UMC, AIT representatives respond to speculations on recent meeting
UMC, AIT representatives respond to speculations on recent meeting
2024-12-18
With Donald Trump set to impose tariffs on all countries, could more of Taiwan’s chipmakers make their way onto American soil? A recent photo showing AIT officials visiting UMC’s headquarters has stoked speculation that mature production processes could be next to move to the US. On Wednesday, both UMC and AIT responded to the speculation.
With a second Trump administration approaching, many are speculating whether more of Taiwan’s chipmakers will set up shop in the US to avoid tariffs.
A recent visit by AIT officials to United Microelectronics headquarters brought this issue to the fore. In this picture dated Nov. 21, UMC Chair Stan Hung and Presidents S. C. Chien and Jason Wang can be seen standing on the sides of AIT Director Raymond Greene, who’s in the center. Is UMC going to build a fab in the US?
Chen Tzu-ang
Consultant
It’s not very likely. The main reason being that UMC’s production focuses on mature technology, while Trump 2.0 aims at attracting investments by advanced semiconductor manufacturers.
Liu Pei-chen
Taiwan Industry Economics Services
When the time comes, it’ll be hard for UMC to decline. One reason being that the US may levy tariffs on Taiwan. That will be a challenge for the company’s operations. Another reason is that UMC’s largest clientele is in Asia.
Looking at UMC’s Q3 earnings, it’s clear that most came from Taiwan, at nearly 40% of the total share, whereas the US comes second at just over 25%. With such a large market share from the US, will UMC consider expanding there?
Chen Tzu-ang
Consultant
It’s possible that UMC may set up an R&D center, but it’s not like they’ll move their entire R&D facility to the US. The cost of setting up shop in the US is three times, even five times that in Taiwan.
On Wednesday, UMC responded that the AIT’s visit was only a regular one. Meanwhile, AIT Spokesperson Pope Thrower said a summary of the proceedings was available on Facebook. He reiterated that the two sides discussed UMC’s strategies for future growth, and that the AIT recognizes Taiwan’s crucial role in the semiconductor supply chain. Observers are on their toes watching for any activity from Taiwan’s top chipmakers.
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要求赴美設廠? AIT拜訪總部畫面曝 聯電:僅一般性交流
2024-12-18
美國準總統川普即將重返白宮，台灣科技廠繼台積電、日月光和環球晶後，會不會再有科技公司到美國蓋廠，再度掀起話題！現在傳出，AIT美國在臺協會，曾在兩周前，到晶圓代工二哥聯電的總部拜訪，是否被要求赴美，聯電回應，這只是一般性的產業交流。
川普2.0來勢洶洶，台灣的半導體護國群山，有沒有可能赴美設廠、實現美國製造，再度掀起話題。
兩週前AIT拜訪聯電，聯電董座洪嘉聰、總經理簡山傑和王石都在場，畫面曝光，也讓業界盛傳，AIT該不會專程拜訪，要聯電赴美設廠嗎?
[[半導體專家 陳子昂]]
“機會沒那麼大，最主要的原因，聯電整個生產製造是以成熟製造為主。現在川普2.0，在招商上比較需要的是先進製程”
[[台經院產經資料庫總監 劉佩真]]
“屆時聯電要拒絕的機會，會比較困難，一方面來自於，未來美國也可能對台灣，進行關稅課徵。對於公司本身的一個營運，那麼其實也會帶來比較大的一個挑戰。最主要是來自於說，目前聯電其實最大的客戶是在於亞洲地區”
以聯電第三季的營收占比來看，重心依舊在台灣，營收將近四成來自國內，美國居次達25%。繼台積電、環球晶和日月光後，還有其他廠會到美國嗎?
[[半導體專家 陳子昂]]
“聯發科會去美國設研發中心這有可能，但不太可能把它的研發基地，搬到美國。美國的建廠成本是台灣的三倍，甚至有人說五倍以上”
聯電回應，AIT來訪，是一般性交流，AIT發言人蘇柏朋也說，會議的內容，可以參考AIT官方臉書貼文，雙方討論聯電的未來發展，也很清楚台灣在半導體供應鏈的角色。目前台灣的半導體群山，掌握先進製程，設廠一舉一動，成為全球關注焦點。
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