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TAP TIMES -11- SEPTEMBER 2022
Taiwan (from 10)
According to the latest statistics from the
World Semiconductor Trade Statistics or-
ganization, for the second quarter this
year, worldwide semiconductor revenue
reached $152.5 billion. This represented a
Y/Y growth of 13.3%.
In the U.S. for 2Q22, semiconductor rev-
enue, according to the WSTS, was $36.3 Although TSMC and UMC are the dominant foundries on the is-
billion. Revenue in China for that quarter, land, other, including Powerchip Semiconductor Manufacturing
Co., discretes, logic and memory devices, operates three 300mm
however, was $49.6 billion. and two 200mm fabs in the Hsinchu Science Park. (Powerchip)
TSIA survey rest of the world is in semiconductor euip-
A TSIA survey for Q222 placed Taiwan’s ment. Taiwan has been content to buy
chip revenue as a whole (including design, its semiconductor production, assembly
manufacturing, packaging and test) at and test equipment from either European,
$41.8 billion. This was up 6.7% Q/Q and a Japanese or U.S. firms.
25.4% increase for the year.
Taiwan is projected to maintain its top po-
Segmented, the survey concluded that sition as a buyer of chipmaking equipment
design for the quarter was valued at $11.7 in 2022 and 2023 as global sales of total
billion;manufacturing $24.3 billion; found- semiconductor manufacturing equipment
ry 22.1 billion; manufactured products, reach a record $117.5 billion in 2022,and
such as memory $2.3 billion; packaging rising to $120.8 billion in 2023, according
$3.9 billion and test $1.9 billion. to SEMI. Korea and China, in that order,
will be the next largest tool buyers.
Semiconductor industry revenue for the
year is expected to reach $165.1 billion, The politics of semiconductors
which is 19.7 growth from 2021. Considering the size, diversity and impor-
tance of Taiwan’s semiconductor industry,
Almost all segments will increase. Taiwan, with its democratic government,
All segments, TSIA predicts, with the ex- represents the key player outside the U.S.
ception of memory and other manufac- in the semiconductor industry’s supply
tured products, will increase. Foundry chain.
services will rise by as much as 31.6% to
$86.3 billion. A disruption of Taiwan’s semiconductor
activity would be a disaster for the world-
Packaging and Test will also increase, but wide chip user community.
more modestly than foundries (packaging
by 6.8% to $15.7 billion and test by 9.6% The distance from Taiwan’s capitol, Taipei,
to $7.5 billion). to China’s capitol Beijing is about 1,068 air
miles, roughly two hours, 38 minutes. By
The only segment where Taiwan does not sea, the countries are connected via the
lead or is not a major contender with the next page
