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目前,全球半导体需求以前所未有的趋势节节高涨,预计全球半导体厂商今年内将投资180亿美元用于建立新厂及扩厂。 但据业界人士估计,半导体厂商若要充分供应日益紧张的需求,还须在未来五至六年内投资1500亿美元,成本过高,致使许多小厂商无力投资,因此,半导体供应吃紧的状况将持续到本世纪结束。而这场世纪科技大战的主要竞争者将只剩下摩托罗拉、英特尔及韩国、日本、台湾等国和地区的超级半导体厂商。半导体业的竞争局面从未像今天这样明朗:有钱投资,才能竞争优势。
At present, global semiconductor demand is rising at an unprecedented rate. It is estimated that global semiconductor manufacturers will invest 18 billion U.S. dollars for the establishment of new plants and expansion of factories this year. However, according to industry estimates, semiconductor companies must invest 150 billion U.S. dollars in the next five to six years if they want to fully supply increasingly tight demand. The high cost will result in many small manufacturers being unable to invest. As a result, tight semiconductor supply will continue. To the end of this century. The main competitor of this century’s science and technology war will only be the super semiconductor manufacturers of Motorola, Intel and South Korea, Japan, Taiwan and other countries and regions. The semiconductor industry’s competitive situation has never been as clear as it is today: investing money can make it competitive.