大陆半导体产业崛起,人们不竟要问“多久之后会成为台湾主要竞争对手?”日前,台湾经济研究院助理研究员蔡毓芳认为“只需三至五年”即可。蔡毓芳在最新一期台经院月刊上发表“两岸半导体产业优胜劣败”专题,他指出,大陆半导体产业挟政府政策扶持和市场、人力优势,快速成长,国际半导体大厂纷纷以独资或和中方合资方式进军大陆,面对大陆半导体产业崛起的威胁,台湾有必要谨慎面对。蔡毓芳认为,大陆半导体产业发展策略、运作模式仿自台湾,其部分人员也来自台湾,在产业特性类似的情况下,预估大陆半导体产业在三至五年后,将成为台湾半导体产业最主要竞争对手之一。其它的威胁尚包括日系整合组件制造商(IDM)积极与美国知名IC设计公司进行策略联盟,若 The rise of the mainland semiconductor industry, people do not actually have to ask “how long will it become Taiwan’s main competitor?” Recently, the Taiwan Institute of Economic Research assistant researcher Cai Yufang think “just three to five years ” can be. Cai Yufang published in the latest issue of the Taiwan Academy of Economic Monthly the topic of “the pros and cons of the cross-strait semiconductor industry.” He pointed out that the mainland semiconductor industry relies on government policy support and market, manpower advantages and rapid growth. International semiconductor manufacturers have sole proprietorship or In the face of the threat of the rise of the semiconductor industry in mainland China, it is necessary for Taiwan to cautiously face up. Cai Yufang believes that mainland China’s semiconductor industry development strategy and mode of operation are similar to those from Taiwan. Some of its personnel are also from Taiwan. Under similar industrial characteristics, it is estimated that in the next three to five years, the mainland semiconductor industry will become the most important competition for Taiwan’s semiconductor industry One of the opponents. Other threats include the Japanese Integrated Component Manufacturers (IDM) actively engaged in strategic alliance with the famous American IC design company, if