IT Home October 3rd news, according to Taiwan Economic Daily, TSMC, which has the advantage of advanced processes, is also actively deploying the third-generation semiconductor , competing with UMC , world-leading, and Liji Electric. In terms of operational strategies, the top four wafer foundries must not only reduce the impact of the economic cycle, but also aim at the next wave of industrial growth momentum under the trend of 5G radio frequency, artificial intelligence (AI), high-speed computing (HPC), and automotive electronic growth.
TSMC Chairman Liu Deyin once mentioned that the output value of the third-generation semiconductor is relatively small, and the application side is mostly in the automotive field, which is a special technology. Although it is still impossible to compare with silicon-based semiconductors at this stage, TSMC's third-generation semiconductor output should still be the largest.
legal person pointed out that TSMC cooperates with IDM factories and IC design operators to cooperate with the first-generation silicon substrate gallium nitride technology platform, which was completed and further strengthened last year to support diversified applications. The second-generation silicon substrate GaN technology platform under the development of is expected to complete within this year.
In addition, UMC invested in Lianying Optoelectronics to invest in the third generation of semiconductors. According to analysis, UMC and TSMC have different development strategies in the third-generation semiconductors. TSMC focuses on gallium nitride , focusing on power semiconductors, while UMC focuses on power and microwave to .
World Advanced is a collaboration with equipment materials and silicon substrate factories to develop the 8-inch new substrate material . The world's advanced believes that although compound semiconductor accounts for only 1% of the overall market value of semiconductors, business opportunities derived from new materials such as gallium nitride and silicon carbide are expected.
