Taiwan’s PSMC eyes opportunity in supply chain shakeup
台灣力積電瞄準供應鏈重組機遇
| Chipmaker pivots to AI and 3D packaging to outpace Chinese rivals
TAIPEI (Taiwan News) — US-China tensions are reshaping global chip supply chains and creating new opportunities for Taiwanese foundries, PSMC President Chu Hsian-kuo (朱憲國) said Tuesday. Chu said at the company’s annual shareholders meeting that US clients are moving to reduce reliance on Chinese chipmakers, while China’s drive for semiconductor self-sufficiency is further accelerating the split, per CNA. PSMC aims to secure new product lines from clients in the US, Europe, and Japan during this transition, he said. PSMC reported NT$44.7 billion (US$1.49 billion) in revenue last year, up 1.6% from the previous year, per UDN. However, a combination of aggressive expansion by Chinese competitors and underutilization at the Tongluo fab led to a net loss of NT$6.8 billion. Chu noted that demand remained weak across most sectors last year, with high inflation, interest rates, and geopolitical instability dampening consumer electronics and auto chip sales. Only AI-related applications showed strong momentum. To remain competitive, Chu explained that PSMC is investing in advanced technologies including silicon interposers, gallium nitride, and oxide semiconductors. These innovations have attracted global partners and will be key to new product launches in the coming years. To avoid direct competition with China’s low-cost foundries, PSMC is pivoting toward AI chips and 3D packaging. The company’s 3D stacking tech – capable of integrating logic, memory, and multi-layer components – is now in trial production with several major clients. Looking ahead, Chu said demand for 5G, AI, and autonomous driving technologies will drive semiconductor growth. Additionally, the company plans to expand its partnership with India’s Tata Group and collaborate with clients in Taiwan, the US, and Japan to enter the fast-growing Indian market. |
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| Michael Nakhiengchanh, Taiwan News, Staff Writer | |
| 2025-05-27 |
