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Semiconductor Industry, G3 (IBS3 Kelly (45%), IBS(M) Jan (50%), DFLL4…

- - - - Establishment of ITRI
        
        Purchased CMOS technology
        
        Training Initiatives
        
        Wafer Fabricatio
    - - Economic Transition Needs
        
        1970s, Taiwan's economy relied heavily on textile exports. Electronics ranked second
      - Government Response
        
        Promoting high-tech industries
        
        Development area : Integrated circuits (IC)
  - - - Located in the Hsinchu Science Park
        
        Began operations in 1982
        
        Transitioned ITRI’s technologies and product designs to commercial production.
  - - - In 1998, UMC acquired Nippon Steel’s semiconductor division
        
        Became the first Taiwanese semiconductor company to establish a factory in Japan
        
        Promptly turned around in a year
        
        Highlighting UMC's operational efficiency and capability
  - - - Adoption of the pure-play foundry model
        
        Market recognition and government support
        
        Competitive pressure on UMC
  - - - Adoption of the pure-play foundry model
        
        Spin-off of internal design divisions
        
        Creation of MediaTek
  - - - Contravened Taiwanese investment restrictions
        
        Creating political and commercial tensions
        
        Undermining UMC’s corporate reputation and senior leadership stability
  - - - Widening the gap with TSMC
    - - Demonstrated better performance and yield
        
        Allowing TSMC to capture the majority of the 28nm market
  - - - UMC’s international credibility suffered significantly
        
        Particularly regarding its role in the global semiconductor supply chain
- - - - 63.8% world's semiconductors (2022)
      - :one: IC packaging and testing (58.6%)
      - :two: IC design output(20.1%)
    - - U.S.-China trade
        
        Vulnerabilities in concentrated supply chains
        
        Taiwan's importance in integration
        
        Establish science parks
      - Tech wars
      - Covid-19
  - - - Midstream
        
        Downstream
        
        IC manufacturing
        IC/Wafer,DRAM
        
        IC Packaging
        
        IC Testing
        
        IC distributors
        
        IC trading and sale
        
        IC Module
        
        80% purchases of foreign equipment
        
        IC finished product
        
        Wafer test
        → Chip’s electrical properties.
        
        Produce data processing & computing IC
        
        Produce memory IC
      - IC Design
        Analog ,Memory,Logic,Micro component IC
  - - - 40% of all listed TWSE companies in Taiwan
      - 60% of the total market value.
    - - Low price-earnings ratio & High yields
      - :first_place_medal: Transaction value and turnover rate
        
        Reasonable stock prices & highly liquid
        
        50% of foreign capital investments
- - - - UMC seperated its semiconductor design opreations into several firms.
      - Clients see UMC as a threat
  - - - Rely on controller chips
      - Japan used to dominante the market
      - MTK offer cheaper & highly-integrated chips
        Cooperation with TSMC .etc
        :arrow_down:
        MTK thus focus on R&D
    - - Turnkey solution
        
        Reference design
        
        "Skeleton"
        
        Lower price & High Quality
        :heavy_plus_sign:
        Software Development Kit (SDK) & Technical Training
        
        Clients can adjust products following their business strategy
      - Business Model
        
        Attack entrenched players
    - - Windows Mobile's design (2009)
        
        Drop in revenue
      - First Android design (2012)
        
        Chip: MT6589 (Dec. 2012)
      - 40% market portion in China
        
        Oppo, Xiaomi .etc
    - - Net income has dropped
        NT$31.66 billion (Q1) :arrow_right: NT$29.96 billion (Q2)
        
        Annual basis incerased 62%
      - EPS has dropped
        NT$19.85 (Q1) :arrow_right:NT$16.19 (Q2)
        
        Rose from NT$10.07 (2023)
      - 2024 annual revenue prediction
        
        +15%, year-on-year
        
        Launch of Dimensity 9400
        
        Customers remain prudent
        
        New application-specific IC business make effort in 2025
    - - Tsing Hua Group
        
        Amend Taiwan's law
        
        Purchased Spreadtrum
        
        Next target: MTK
      - Rejection from Taiwan's government
      - Tsing Hua's financial problem