2020/11/27  
Companies in TSMC’s supply chain mulling expansion to US (2020/11/20)
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  • 英文 English 
    Companies in TSMC’s supply chain mulling expansion to US (2020/11/20)

    TSMC's expansion to the U.S. state of Arizona is stirring up action in its supply chain. At least five companies with close ties to TSMC have made plans to expand in the U.S. They include packaging and testing firm ASE Group and dust-free room engineering company United Integrated Services. An analyst says the time is ripe for Taiwanese firms to set up shop in the U.S. amid an abundance of subsidy schemes offered by U.S. state and federal agencies.

    It’s official: TSMC is branching out to Arizona. TSMC’s packaging and testing service provider, ASE Group, already has a facility in the area. Amid the news of TSMC’s expansion, the company is considering expanding its operations too.

    Voice of Tien Wu
    ASE chief operating officer
    TSMC is an important link in the supply chain. TSMC’s move will naturally leave room for shifts. ASE Group will slowly look at what the actual demand is, both from TSMC and from the end-market. It’s something we’re currently assessing.

    And it’s not just ASE Group. Another firm that could follow TSMC’s footsteps is dust-free room engineering company United Integrated Services. The firm has announced plans to establish a subsidiary in the U.S., saying it’s confident it can turn profits in its first year there. Meanwhile, Marketech International, which already has a presence in the U.S. has said it will try to get some orders from TSMC’s new fab. Automated equipment manufacturer MIRLE has said it doesn’t rule out moving to the U.S. if there is demand from clients. Taiwan Speciality Chemicals Corporation, which is partly owned by Sino-American Silicon Products, had previously been asked by TSMC to set up shop in the U.S. and open up a storage facility near the fab.

    Chiang Hao-ning
    Taishin Securities Investment Advisory Co.
    Arizona is already a semiconductor hub in the U.S., with firms like Intel and Micron Technology. For the semiconductor industry it’s very important to have a supply chain hub. Establishing a plant in the U.S. also has to take into account political considerations. Not all industries are allowed to move in. High-end industries, or firms with high profits that establish themselves in the U.S. can help increase their adhesion with clients. Currently, the U.S. has rolled out a lot of schemes to stimulate the economy. They include subsidy programs from the federal and state governments.

    Federal and state governments have launched incentives covering taxes, land, semiconductors and infrastructure as TSMC’s expansion brings along firms in the supply chain. Amid a changing business climate due to the U.S.-China trade war, more big changes are expected with a new U.S. administration.
    中文 Chinese  
    跟隨老大哥台積電 日月光評估在美擴廠

    美國亞利桑那州鳳凰城政府通過台積電設廠案,還祭出利多補助2.05億美元、約新台幣59億元改善基礎建設!台積電扮演領頭羊角色,相關供應鏈有意跟隨老大哥腳步,日月光評估在美擴廠,其他包含崇越、漢唐、帆宣、盟立、台特化等設備、材料廠也有意跟進。

    聽到大客戶台積電,確定前往美國亞利桑那州設廠,台積後段封測代工廠日月光,雖然在當地早有據點,如今測到風向、也開始著手評估,是否加碼擴廠。

    [[聲源:日月光投控營運長 吳田玉]]
    “台積電是供應鏈裡面很重要的一環,台積做了(赴美設廠)這個動作以後,自然會有很多聯想空間。日月光還是會慢慢去看,到底實際需求是在什麼程度,包括台積電的需求、包括終端市場的需求,我們還在評估當中。”

    除了日月光之外,台積相關供應鏈,無塵室工程漢唐已經表態,會跟隨台積電腳步,到美國設立子公司,看好第一年就能獲利;在美國早有團隊的帆宣,也要爭取台積電美國新廠訂單;自動化設備系統廠盟立也強調,如果客戶有需要,不排除赴美,提供在地服務;至於中美晶轉投資的台特化,也受台積電邀請前往美國,在當地設倉庫、就近支援。

    [[台新金全球策略研究部協理 江浩農]]
    “亞利桑那州這邊以美國來講,本來就是半導體比較群聚的地方,包含像是Intel、美光等等,特別是以半導體來講,整個供應鏈群聚效應很重要。赴美設廠,政治利益還是重要考量,不會所有產業都搬過去,可是比較高端或高毛利設在美國,可增加跟客戶之間黏著度,目前美國也在刺激自身經濟,所以釋出很多優惠方案,包含聯邦或州政府都會提供很多補助。”

    美國聯邦政府、州政府,相繼針對稅、土地、半導體、基礎建設釋出利多,台積電確定前往、供應鏈跟著動起來,中美貿易戰徹底改變整體大環境,美選後,廠商布局,不得不變!


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