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Morris Chang's comments on China's semiconductor industry: Real technology may not necessarily be obtained through large investments

Latest update time:2017-10-10
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Source: Content from Nikkei Chinese website, thank you.


TSMC Chairman Morris Chang, who recently announced that he will retire in June 2018, accepted an interview with the Nikkei. In the interview, he said that the reason why TSMC can succeed is that it can find the right partners. Talking about cross-strait relations...


Reporter: What do you think of TSMC's success as the first semiconductor foundry?

Morris Chang: We don't design anything. Why has TSMC been successful in the past? We always seem to be able to find the right partners.



Our partners in graphics are Nvidia and ATI. In addition to these two, we had other partners before, but they were all eliminated. Our partners in smartphones are Qualcomm, Apple, and Huawei.

In the field of artificial intelligence (AI) and the Internet of Things (IOT), there are many partners now. I don’t know and don’t want to predict who will be the most successful. However, only if they succeed, we will succeed too, which is the key for foundry companies.

Reporter: Some people believe that Chinese semiconductor companies with government support will usher in a golden decade in the future. What do you think?

Morris Chang: It is true that China has invested heavily in semiconductors in the past five years and in the next five to ten years. But if "gold" means results, I don't think we will see big results in the next few years. It will probably take several years to see results. We can expand the scale through huge investments, but real technology may not be obtained by large investments.



This is also related to the "learning curve". The "learning curve" of the United States, South Korea, Taiwan, and Japan has already come down. It is not so easy for China to catch up. The "learning curve" means that you have accumulated a lot of experience, which brings you opportunities for innovation and cost reduction. Taking advantage of this opportunity, you will continue to lead your competitors in technology and cost reduction. Samsung, TSMC, and Intel have indeed seized the opportunity.

TSMC has come a long way on the "learning curve". Our costs are the lowest in the world. Our technology is also world-leading. Whether it is technology or cost, it is not something that can be achieved quickly with a large investment. So I think it will take time for China to catch up.

Reporter: Some people believe that 3 nanometers may be the limit for integrated circuits. What do you think?

Morris Chang: Moore's Law states that the number of transistors that can be accommodated on an integrated circuit will double approximately every 18 months. But now the time has changed. If we allow three or four years per generation, it is very likely to exceed 3 nanometers, and after 3 nanometers, 2 nanometers.

Reporter: What do you think about the signs of decline in Japan's semiconductor industry?

Tadashi: To be honest, I also feel it's a pity. When TSMC first started 30 years ago, we regarded Japan as a potential large market, but Japan still has few "factory-free" models, and large manufacturers are slow to outsource production. Large companies are too conservative, there is little talent turnover, and they don't easily fire people.


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