Semiconductor Industry: Analysis & Investment Opportunities

Alex EvangSemiconductor

Sep 9, 2011 (5 years and 2 months ago)


In recent years, the semiconductor industry has experienced rapid transformation in the complexity of product functions,precision in the fabrication process and rising costs for production. Not coincidentally, many international Integrated Device Manufacturers (IDMs) are increasing their outsourcing as the logical alternative. Based on the analysis of the Industrial Economics and Knowledge Center (IEK), ITRI, packaging & testing companies will subcontract half of their production volume in 2009.This dramatic change has initiated the adaptation of IDM models to have specialized “Fabless” and "IDM-light" models. Such a trend will have a positive impact on Taiwan’s semiconductor industry, with its comprehensive industry clusters and vertical specialization, making it a key player in the global semiconductor industry supply chain.

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