“Jiang Shangyi’s return to the core” Liang Mengsong sheds light on two possible factors for the interpretation of the industry | Anue Juheng-Taiwan Stock News



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After Jiang Shangyi, former chief operating officer of TSMC (2330-TW), confirmed that SMIC will serve as deputy director, Liang Mengsong, co-executive director of SMIC, who also came from TSMC, made a comment to the board of directors. It is believed that Jiang Shangyi will become his immediate boss, intervention in the research and development system originally led by him, and the different routes of technological development are one of the main factors.

After Liang Mengsong became SMIC’s co-CEO in November 2017, there were many reports in the industry that he disagreed with another CEO, Zhao Haijun, and when it became known that Jiang Shangyi would return to SMIC, the outside world thought that Jiang Shangyi could became a communication bridge between Zhao Haijun, Liang Mengsong and Zhou Zixue, president of SMIC, and made the administration more united to resist restrictive policies and repression imposed by the United States government. However, the return of Jiang Shangyi would ignite Liang Mengsong’s departure from SMIC. Fuse.

Liang Mengsong used to be a subordinate of Jiang Shangyi and left TSMC in 2009. According to industry sources, the reason for Liang Mengsong’s departure from TSMC was similar to the SMIC co-CEO’s wick. He was also dissatisfied with the personnel changes. The character stated that he was not surprised by his approach and believed that this was Liang Mengsong’s style of behavior.

From an operations management perspective, industry insiders noted that Jiang Shangyi’s return to the pot was different from when he was an independent non-executive director of SMIC from December 2016 to June 2019. His position at the time was not it interfered with the R&D and operations management of the company. He is also not Liang Mengsong’s boss, Liang Mengsong only needs to inform Zhou Zixue.

However, Jiang Shangyi became Liang Mengsong’s immediate boss when he returned to serve as vice president this time, and Jiang Shangyi will directly intervene in SMIC’s R&D system originally led by Liang Mengsong. After Zhao Haijun and Liang Mengsong got out of the rumors, after Jiang Shangyi joined, It can be described as “one mountain cannot tolerate three tigers.”

On the other hand, from a technical point of view, Liang Mengsong has completed the development of process technology from 28nm to 7nm during his three years as co-CEO. Although it has led SMIC to make great strides in advanced processes. The United States has imposed sanctions on the SMIC, and Liang Mengsong’s miniaturization process is gradually facing bottlenecks.

Jiang Shangyi decided to return to SMIC. In addition to his familiarity with Zhou Zi, he also expressed his great enthusiasm for the semiconductor industry. He is very excited about advanced packaging and chiplet technology, and it will be easier to achieve his ideals at SMIC.

Industry experts believe this also means that after its return to the pot, it will directly affect the process miniaturization path led by Liang Mengsong and instead focus on advanced packaging and chiplet technology that is moving. towards the system integration path. This may be why Liang Mengsong said, “You should no longer need me to continue to work hard for the prospects of the company.




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