Taiwan's shareholding IC design Taiwan's new congress

Economic Minister Deng Zhenzhong made it clear yesterday (17th) that after the formation of the various committees of the Legislative Yuan, he will personally open the land-based IC design, conduct communication in the Legislative Yuan, and then decide to hold a public hearing by the administrative or legislative unit. Estimated to debut as soon as March.

When Zhang Xiaori was in the sand table to discuss the issue of the Lieutenant's office, he agreed to continue to promote the IC design and expand communication with the community. However, he also said that he should respect the resolution of the congress, and will not loosen it before reporting to Congress. Officials said that the government will not cross the Guanshan, and there will be no chance to loosen before 520. There are still many variables.

In response to media reports, the Ministry of Economic Affairs strived to open up before 520, and the general representative of the Democratic Progressive Party Committee of the Legislative Yuan, Ke Jianming, said that if this was the case, it would violate the resolution of the Legislative Yuan last year (December 18, 104). For the semiconductor design industry, which is sensitive to technology and industry, the government must not open up land-based investment at this stage. The Ministry of Economic Affairs may not permit relevant investment or mergers and acquisitions before submitting a project report to the Legislative Yuan.

However, Deng Zhenzhong said in an interview with the Business Times yesterday that "the situation is different now". In addition to the new public opinion after the election in mid-January, there is also a recent big move of Ziguang to enter the domestic three major packaging and testing factories. Establishing a field, at this stage, we must respect the idea of ​​the Legislative Yuan.

The Ministry of Economic Affairs plans that in the future, if land-based assets and domestic IC design industry can have a cross-industry alliance, they should consider conditional opening. The premise is that land-based enterprises must not be controlled and subject to project review.

Officials said that the mainland is rich in funds. If the future is backed up by state funds, it will eventually lead to a price war. If Taiwan's regulations are no longer open, there will be DRAM price wars in the past, and I am afraid that the IC chip industry will reappear.

The industry believes that Huawei's chip strength is better than MediaTek. It may want to make up the low-end production line and choose to cooperate with domestic small and medium-sized manufacturers. Recently, its new products use Qualcomm's chip millet, and the strong independent chip has become a fatal injury to Xiaomi. If you can invest in Taiwan, it will have more points. As for ZTE's mobile phone cooperation with Taiwanese companies, it can strengthen research and development capabilities, lower the cost of incoming goods, and increase bargaining chips with Qualcomm.

It is said that many mainland mobile phone manufacturers are interested in investing in Taiwanese factories. Officials of the Industrial Bureau said that they have no information at present. It is unclear whether domestic players have private contact with land-based enterprises and their willingness to explore.