Abe to Serve Japanese Prime Minister of Taiwan Semiconductor Industry or Will Benefit

The new Prime Minister of Japan, Shinzo Abe, will take office on December 26, and this news is a delight for the Taiwanese semiconductor industry. Industry insiders expect that Abe will strengthen cooperation with Taiwan’s semiconductor industry after taking office; in addition, machinery, TV OEMs and automotive components will also benefit from this.

Taiwan’s semiconductor industry expects that Abe’s arrival will help promote the cooperation between Japan’s semiconductors and Taiwan, and even allow Japan’s integrated device makers (IDMs) to accelerate release orders for wafer foundry, packaging and testing in Taiwan. Many electronics manufacturers in Japan experienced a strong appreciation of the yen after the 311 earthquake, and they turned their production operations overseas or sought out strategic partners such as OEMs.

At present, the cases of Taiwan-Japan cooperation include Sony’s quest for AUO; Renesas’s acquisition of Taiwan Semiconductor Manufacturing Co., Ltd.; Murata’s acquisition of Shangge’s cell; Toshiba’s search for Liceng and KYEC; Japan’s Asahi Kasei Electronics for Nanmao Group; Technology; Sharp finds Hon Hai and so on.

In addition, Panasonic, etc. are seeking to establish alliances with foreign manufacturers to expand the release of TV OEM orders; the closure of the factory to fight for the Japanese manufacturers to release orders for image sensor sealing and testing, in the wake of IDM's release of the outsourcing of agency operations is expected to accelerate, it is expected In the second quarter of next year, good news came out.