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The amount of investment in Taiwan's semiconductor industry and green energy has increased, driving economic growth in recent years! A written report from the General Accounting Office on the 4th analyzed that Taiwan’s private investment has expanded rapidly in recent years, mainly focusing on the semiconductor industry and green energy, allowing Taiwan’s economic growth rate to reach 3.45% in recent years. In addition, supply chain reorganization has led to the return of Taiwanese businessmen, the gradual formation of local supply chains, and increased patent investment, all of which have expanded the scale of our economy.

It is reported that the SoIC of TSMC (2330)'s advanced packaging platform has added a heavyweight customer, Apple, and is expected to be introduced into Apple's new generation M series chips. Xinxing, a carrier board partner, will simultaneously win large orders as the power of TSMC's related packaging platform increases. In particular, Unicom is already the main supplier of Apple's current M-series carrier boards. With the advancement of TSMC's advanced packaging, it is estimated that the demand for Unicom's carrier boards will increase significantly by two to three times this year, making it the biggest beneficiary.

The PCB industry’s Thai factory layout is expected to be put into production. In addition to Taihong (8039)’s Thai factory opening in May, Dynamic Investment Holdings (3715) estimated mass production in the fourth quarter, the first wave of trials and mass production will enter in the first half of 2025. At the peak of production, Zhending-KY (4958) and Xinxing (3037) will be installed in November, which will not only drive demand for upstream equipment, but the industry estimates that Thailand's PCB industry cluster is expected to become complete within two to three years.

(Central News Agency reporter Lin Xingjian, New Delhi, 20th) Mohan Yadav, Chief Minister of India’s Madhya Pradesh, recently attended a video seminar held by an Indian university and expressed his willingness to work with Taiwan to promote environmental protection and semiconductors. cooperate.

In response to the global trend of sustainable development and carbon neutrality, ITRI joined hands with Jialianyi Technology and the Information Policy Council to establish a "High-level Technical Cooperation Team for Low-Carbon Energy-Saving FPC Supply Chain" to promote the green transformation of the printed circuit board industry. This cooperation focuses on replacing gas solutions with high global warming potential (GWP), developing low-carbon plasma process technology, and introducing energy-saving equipment and optimizing production processes to enhance the sustainability and international competitiveness of the printed circuit board industry.

The Huang Jen-Hsun whirlwind made the general public realize that Taiwan’s semiconductor industry plays a pivotal role in the world. How did Taiwan achieve its position in the global semiconductor industry chain this year? In response to Taiwan's technological status that is "looked up to" by the world today, has the government prepared a set of strategies to enable this "silicon island" to continue to prosper? In fact, in the eyes of science and technology experts and policy experts, the Taiwan government's efforts are not enough.