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Foundry leader TSMC (2330-TW) has grown 212% in market value in the past five years to 11.3 trillion yuan, which not only drives the development of the semiconductor supply chain, but also gives the Taiwanese economy an opportunity to improve. Koyo Materials is the first national provider of high-end semiconductor front-end process targets, breaking the oligopoly of major Japanese and American manufacturers; Shang Lei can wash 1.5 million sets of dust-free clothes every year, with annual revenue of more than 100 million yuan, and currently has 1,300 Jiatai factory joined the TSMC supply chain, reversing the physical and the fate of the business.
According to a report by “Today’s Weekly”, Taiwan’s annual GDP is 610 billion US dollars, ranking 22nd in the world, and it is considered a medium-sized country. However, thanks to the vigorous development of the semiconductor industry, especially thanks to the dominance of foundry, Taiwan is a first-class king in the procurement of semiconductor materials, chemicals and equipment. According to the statistics of the Semiconductor Industry International Association (SEMI), the world market for semiconductor specialty chemicals last year was 35.3 billion US dollars, and the Taiwan market accounted for 22%, occupying the first place in the world.
On May 6 of this year, the official TSMC website showed a photo, acknowledging that Koyo Materials has become a member of the “TSMC Supply Chain Alliance”. Koyo Yingcai also moved from back-end packaging process to high-level front-end process goals, breaking the long-standing oligopoly of Nissho Tosoh, Sumitomo Chemical, Mitsui Mining, Honeywell, and other companies. Chairman Ma Jianyong pointed out that our goal When it comes to the materials factory, being able to enter TSMC’s supply chain is like getting the Holy Grail and drinking the holy water.
TSMC’s supply chain has changed, and Koyo should be just one of them. TSMC noted that there are about 1,300 suppliers with more than 3 transactions per year and orders for more than 5 million yuan. If listed companies squeeze into TSMC’s supply chain alliance, they will often become the target of investors’ search, because this means that their chances of growing together with TSMC have increased considerably.
Shanglei Technology built a class 1 cleanroom laundry factory in Longtan, Taoyuan in 1999 specifically to wash cleanroom clothes for high-tech enterprises. With the semiconductor, optoelectronics and biotechnology industries taking off, the operation has been gradually moving forward and has been in business for 20 years. So far, it has accumulated more than 200 clients large and small, with annual washing capacity, 1.5 million sets of clean clothes, 600,000 pairs of clean shoes, and annual revenue of more than NT $ 100 million.
In addition to washing powder-free clothes for TSMC, Shang Lei also supplies dust-free rolls for cleaning wafers. President Bai Yangquan said TSMC hopes that after the dust-free rolls run out, they can be cleaned and used again to earn money. From companies, these little consumables are also recycled, which is pretty impressive.
Bai Yangquan pointed out that when doing business with TSMC, the requirements are very “silly” and many specifications must be signed. For example, the salary must be higher than the legal requirement, overtime work cannot be illegal, and purified water after washing must meet environmental emission protection standards. He said the process of meeting TSMC standards is really difficult, but if you do, you actually create a competitive advantage invisibly.
“Today’s Weekly” reported that when everyone sees only TSMC’s 7nm, 5nm or 3nm process leading the way, they believe this is the key to the competitive advantage of Taiwan Semiconductor that is not afraid of China’s red supply chain. In China, established and rooted in Taiwan’s semiconductor supply chain, playing an important role as a forgotten hero.
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