That Intel also has a hard time ... The evolution of "members" why the semiconductor industry is a chance for Japan supports technological innovation

With the occurrence of Corona shock, the speed of environmental changes in the world economy is accelerating.Hans Bestbeli, the top of the US mobile phone major Verizon Communications, pointed out that "Corona Shock has led to the world economic DX (digital transformation) five to seven years ago."

そうした状況下、世界の半導体業界では台湾のファウンドリー（半導体受託生産会社）であるTSMC（台湾セミコンダクター・マニュファクチャリング）の影響力が一段と高まっている。世界のIT、自動車など多くの企業が、世界最大手のTSMCの生産ラインを取り合い半導体の需給逼迫ひっぱくは鮮明だ。

While the world's semiconductor industry is facing serious structural changes, Japan companies are a power semiconductor that is widely used, from fine and high -purity semiconductor -related components and social infrastructure (electronic components that control power supply and control).It has demonstrated its strengths in the field.Many Japanese companies have EUV (extreme UV rays) photo reviews (light materials), which are indispensable for the cutting edge (5 nanometers of circuit width), and their raw materials.

In the future, IT -related investments will increase around the world, and semiconductor demand will increase.For Japan without a major IT platformer who supports economic activity that does not prere the flow line, the competitiveness of semiconductor -related members, manufacturing equipment (precision machinery), and power semiconductor -related companies is a medium- to long -term economic stability.It will have an unreliable impact.In addition, the increase in companies aiming to combine high manufacturing technology and new ideas should have an impact that cannot be ignored in the development of the medium to long term.

The creation of smartphones and the emergence and growth of platformers, including SNS, had an impact on the economic growth of the United States and other countries.The use of IT -advanced technology has increased the importance of data, and demand for memory and other memory and central operators (CPUs) has increased.In the world's semiconductor industry, competition has intensified to take in more demand.Among them, the Foundry's largest TSMC is the one that responds quickly to change and has its influence.

端的に言えば、アップルのiPhoneのヒットのインパクトは大きかった。アップルは、生産工場を持たない“ファブレス”のビジネスモデルを確立し、ソフトウエアなどの設計と開発に注力し、生産を台湾の鴻海ホンハイ精密工業傘下のフォックスコンに委託した。それによって、アップルは設備投資の負担を軽減し、より短期間での新しい製品やサービスの創出を目指した。