Zhang Zhongmou: optimistic about the semiconductor industry next year

The global semiconductor industry has grown negative this year. TSMC chairman Zhang Zhongmou said yesterday that next year the global semiconductor industry will grow by 3%; TSMC’s performance is expected to grow by 15% to 15%, and R&D expenditure and capital expenditure will be lower than next year. More this year.

TSMC yesterday hosted the Twelfth "Supply Chain Management Forum" and invited 450 global suppliers of semiconductor equipment, raw materials, packaging, testing and factory services. Zhang Zhongmou proposes the concept of "Great Alliance," and emphasizes that through active efforts of all, it will surely create a situation of innovation and win-win situation.

Zhang Zhongmou said that global GDP grew by 2.4% last year and is expected to be 2.6% next year; the global semiconductor industry growth rate is negative 2% this year, and it is expected to grow by 3% next year. Although the semiconductor industry is not doing well this year, IC design industry has grown by 6% and will grow by 9% next year.

Zhang Zhongmou stated that TSMC’s revenue will grow by 19% this year, and next year it will also grow by a percentage of 15%. TSMC's performance can grow year by year, mainly with the IC design company to fully grasp the timing, including the first wave of personal computers in the 1980s, the second wave of mobile phones, and current mobile device killer application products.

He said TSMC has invested 1.3 billion U.S. dollars in R&D this year and 1.6 billion U.S. dollars in next year; capital expenditures will be 8.3 billion U.S. dollars this year and about 9 billion U.S. dollars next year.

The media reported recently that TSMC responded to Apple Computer and intended to set up a factory in the United States. Zhang Zhongmou said that TSMC always considers where to set up factories, and the United States is also within his consideration.