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Maintaining an Edge in Semiconductors 在半導體領域保持優勢

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September 2018 | Vol. 48 | Issue 9 THE AMERICAN CHAMBER OF COMMERCE IN TAIPEI IN OF COMMERCE THE AMERICAN CHAMBER Maintaining an Edge in Semiconductors 在半導體領域保持優勢 TAIWAN BUSINESS TOPICS TAIWAN September 2018 | Vol. 48 | Issue 9 Vol. September 2018 | INDUSTRY FOCUS RETAIL SECTOR 中 華 郵 政 北 台 字 第 TAIWAN BUSINESS TIPS FOR CONDUCTING CSR 5000 號 執 照 登 記 為 雜 誌 交 寄 ISSUE SPONSOR Published by the American Chamber Of NT$150 Commerce In Taipei Read TOPICS Online at topics.amcham.com.tw 9_2018_Cover2.indd 1 2018/9/5 上午8:10 We Are Ready to Help You Advance As a premier specialty materials supplier to the semiconductor industry, our CMP slurries, ultra-thin dielectric and metal film precursors, formulated cleans and etching products, and delivery equipment can help you develop transformational technology for the next generation of semiconductors, the next tablet, display and computer or mobile device. 我們準備好要協助您創新 作為半導體產業的首選供應商， 我們的化學機械研磨液、 超薄介電膜、 金屬膜前驅物，清洗 與蝕刻之配方產品，及化學供應設備可以幫助您開發新一代半導體的轉換技術以提供下一 代的平板電腦、顯示器、電腦或是手機等應用. 慧盛材料股份有限公司 Versum Materials Taiwan Co., Ltd. 15F, No. 223, Songjiang Rd, Taipei, Taiwan T +886 (2) 2182-5800 VERSUMMATERIALS.COM CONTENTS NEWS AND VIEWS 6 Editorial How to Encourage Biopharma SEPTEMBER 2018 VOLUME 48, NUMBER 9 Investment 一○七年九月號 如何生技醫藥業者對台投資 7 Taiwan Briefs 發行人 Publisher By Don Shapiro William Foreman 傅維廉 Editor-in-Chief 總編輯 11 Issues Don Shapiro 沙蕩 Considering Contracting Alter- Associate Editor 副主編 Tim Ferry 法緹姆 natives; Opportunities in North Art Director/ 美術主任/ Korea? Production Coordinator 後製統籌 代方北商機 Katia Chen 陳國梅 By Don Shapiro and Sophia Cai Manager, Publications Sales & Marketing 廣告行銷經理 Caroline Lee 李佳紋 Translation 翻譯 Kevin Chen, Yichun Chen, Andrew Wang COVER SECTION 陳又銘, 陳宜君, 王先棠 By Matthew Fulco 撰文／傅長壽 American Chamber of Commerce in Taipei 14 Taiwan Chipmakers Seek to 129 MinSheng East Road, Section 3, 7F, Suite 706, Taipei 10596, Taiwan Stay Ahead of the Game P.O. Box 17-277, Taipei, 10419 Taiwan Tel: 2718-8226 Fax: 2718-8182 台灣半導體業 極力提昇優勢 e-mail: [email protected] website: http://www.amcham.com.tw While Taiwan’s semiconductor 名稱：台北市美國商會工商雜誌 industry continues to grow, China 發行所：台北市美國商會 臺北市10596民生東路三段129號七樓706室 poses a formidable long-term 電話：2718-8226 傳真：2718-8182 challenge. Taiwan Business Topics is a publication of the American Chamber of Commerce in Taipei, ROC. Contents are 18 Semiconductor Firms Strive to independent of and do not necessarily reflect the views of the Officers, Board of Governors, Supervisors or members. Contain Trade-secret Theft © Copyright 2018 by the American Chamber of Commerce in Taipei, ROC. All rights reserved. Permission to reprint original 商業機密頻頻遭竊 半導體廠商加 material must be requested in writing from AmCham. Production done in-house, Printing by Farn Mei Printing Co., Ltd. 強防範 登記字號：台誌第一零九六九號 印刷所：帆美印刷股份有限公司 IP violations remain a serious 經銷商：台灣英文雜誌社 台北市108台北市萬華區長沙街二段66號 發行日期：中華民國一○七年九月 problem in Taiwan’s ultra- 中華郵政北台字第5000號執照登記為雜誌交寄 competitive chip-making market. 21 Taiwan IC Makers ISSN 1818-1961 Eye Opportunities in Emerging Technologies Chairman/ Albert Chang Vice Chairmen/ Leo Seewald, Vincent Shih Artificial intelligence, Secretary: Fupei Wang Treasurer: C.W. Chin blockchain, and 2017-2018 Governors: cryptocurrency all offer Albert Chang, William Farrell, Revital Golan, Tim Ju, Seraphim Ma, Leo Seewald, Vincent Shih. avenues for growth as global demand eases for mobile 2018-2019 Governors: Anita Chen, C.W. Chin, Edward Shober, Joanne Tsai, Daniel Tseng, Fupei Wang. devices. 2018 Supervisors: Petra Jumpers, Joyce Lee, Timothy Shields. 23 Taiwan Remains Top Hub COMMITTEES: for Chip Manufacturing Agro-Chemical/ Melody Wang; Asset Management/ Christine Jih, Derek Yung; Banking/ Paulus Mok; Capital Global and local firms are Markets/ Nadia Chen, Mandy Huang, C.P. Liu; Chemical making new investments in Manufacturers/ Charles Liang, Michael Wong; Cosmetics/ Shirley Chen, Julien Jacquet, Abigail Lin; CSR/ Lume Liao, semiconductor fabs in Taiwan. Fupei Wang; Energy/ Randy Tsai; Human Resources/ Vickie Chen, Richard Lin, Monica Han, Seraphim Ma; Infrastructure/ Wayne Chin, Paul Lee; Insurance/ Dan Ting, Linda Tsou, Dylan Tyson; Intellectual Property & Licensing/ Jason Chen, Peter Dernbach, Vincent Shih; Marketing & Distribution/ Wei Hsiang; Medical Devices/ ANALYSIS Raghavendra Shenoy, Joanne Yao; Pharmaceutical/ Petra Jumpers, Wendy Lin, Lai Li Pang; Public Health/ Joyce Lee, 24 Caught in the Middle of a Sophia Lee, Tim Shields; Real Estate/ Tony Chao; Retail/ Ceasar Chen, Mark Chen, Prudence Jang; Sustainable Trade War Development/ Kenny Jeng, Cosmas Lu, Kernel Wang; Tax/ It’s still hard to assess the pro- Stella Lai, Cheli Liaw, Josephine Peng; Technology/ Cynthia Chyn, Revital Golan, Hans Huang; Telecommunications spective impact on Taiwan of the & Media/ Thomas Ee, Joanne Tsai; Transportation & Logistics/ Wayne Pi; Travel & Tourism/ Pauline Leung, U.S.-China tariff battle. Achim v. Hake. By Chris Horton coer poto courtes o micron 4 taiwan business topics • september 2018 9 contents.indd 4 2018/9/5 下午6:02 september 2018 • Volume 48 number 9 BACKGROUNDER 27 Coming to Terms with the Past The Tsai administration is making an effort to pursue “tran- sitional justice.” Will it be healing or divisive? By Jane Rickards TAIWAN BUSINESS 31 What Makes an Outstanding CSR Program? Some pointers for multinationals looking to improve their commu- nity involvement. By Sophia Cai InDustrY FoCus on tHe 42 Taiwan’s Department Stores SPONSORED CONTENT retAIl seCtor Continue Expansion Some major new projects are in the More Options for the Shopper works for Taipei’s Xinyi district. By Philip Liu 36 Shrinking Supermarkets: A 44 Costco’s Taiwan Success Story Recipe for Success? Some of the multinational compa- Taiwan’s chains are focusing on ny’s busiest stores in the world are providing hyperlocal services in located in Taiwan. smaller spaces. By Don Shapiro By Sonia Su 46 The Appeal of Café Culture 39 Convenience Stores Increase Entrepreneurs in Taiwan are rede- Seating to Aid Growth fining the term ‘café’ in the era of Fresh baked goods and theme- social media. based stores are also drawing cus- By Sonia Su tomers. 48 Taiwan Tourism Bureau: By Philip Liu Seeing Taiwan taiwan business topics • september 2018 5 9 contents.indd 5 2018/9/5 上午9:11 e d i t o r i a l How to Encourage Biopharma Investment hen the Taiwan government last year unveiled its 5+2 latest treatments. Innovative Industries plan with biomedicine as one Pharmaceutical companies’ confidence in the viability of the W of the cornerstones, the multinational pharmaceutical Taiwan market is also being challenged by a proposed precipi- industry noted that development with keen interest and optimism. tous price cut under the government’s price adjustment mechanism. Taiwan can point to numerous assets that could make it a serious The amount of price reduction could reach an all-time high in contender to become a regional or even global hub for biopharma. 2018/2019 of NT$20 billion (US$656 million), equal to 12% of It possesses a well-established national health insurance system, total annual NHI spending on drugs. professionally run hospitals, and highly capable physicians and At a conference on “Positioning Taiwan as an Asia-Pacific other healthcare personnel. As a result, the quality of the data Biomedical R&D Hub” co-sponsored by AmCham Taipei this emerging from the growing number of clinical trials conducted in April, speakers from government agencies stressed the need for Taiwan is considered to be among the best in the region. support from the leading multinational pharmaceutical compa- In addition, the government’s proclaimed commitment to nies if Taiwan is to succeed in that aspiration. But panelists from making biotech one of its priority industries of the future has led to the private sector responded that the home offices of major drug steady improvement in the available infrastructure for the sector: companies will be more inclined to approve substantial new invest- university programs, incubators and accelerators for fostering ment projects in Taiwan when their products enjoy smooth market startups, and various research facilities, including a National access with reasonable pricing by international standards. Biotechnology Research Park scheduled to open later this year in In current discussions with the relevant ministries, representa- Taipei’s Nangang District. tives of AmCham Taipei’s Pharmaceutical Committee are making Taiwan’s sound legal system and intellectual property rights three main requests: protection constitute another positive attribute. The IPR regime for • Continue to increase the new-drug budget to ensure that pharmaceuticals was potentially strengthened by passage of Patent Taiwanese patients can benefit from early access to the latest Linkage legislation in December 2017), provided that the implemen- innovative medicines. tation rules fully cover large-molecule drugs (biologics). • Create a fairer price adjustment mechanism – one that covers But all of that may be to little avail unless Taiwan provides a all drugs under patent protection in Taiwan. favorable business environment that encourages the multinational • Implement the Patent Linkage system by January 1, 2019 and pharmaceutical industry to take an active role in this market. One include both small and large molecule drugs, so as to adopt way to accomplish that is to provide ample funding in the National the highest international standards in IP protection. Health Insurance (NHI) system’s global budget to meet the need to By
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  • Semiconductor Quarterly Report, Annual Review 2006

    Semiconductor Quarterly Report, Annual Review 2006

    Analysis Excerpt: Semiconductor Quarterly Report Annual Review, 2006 ©2007 US-Taiwan Business Council Analysis Excerpt Semiconductor Quarterly Report Annual Review, 2006 ANALYSIS EXCERPT: SEMICONDUCTOR QUARTERLY REPORT ANNUAL REVIEW, 2006 Published January 1, 2007 Introduction Anyone who watches the Taiwan semiconductor industry knows that politics is as often the driving force as is innovation. The year just past, 2006, was one of the most politically interesting in a long time. Chip industry policy aimed at China went full circle, from an outright ban on China investments by Taipei, to ending the year with major breakthroughs. And while politicians may try to take credit for the China breakthroughs, U.S. investment firm The Carlyle Group and Taiwan’s Advanced Semiconductor Engineering (ASE), the largest chip assembly company in the world, should also claim a share. In a year with several high profile, multi-billion dollar leveraged buyouts for chipmakers, the Carlyle-ASE deal was the fourth largest proposal. The deal is not yet concluded, but whether it is or not, the Carlyle offer prompted Taipei to finally grant several concessions to chipmakers with regards to China. Nevertheless, politics is just one aspect of the industry. The business of manufacturing chips is the major side, and in that area, Taiwan excelled. Taiwan Semiconductor Manufacturing Company (TSMC) turned in its best year ever, as did all of the major DRAM makers on the island. The key for the DRAM industry has been early and fast adoption of state-of-the-art 12-inch semiconductor wafer fabrication plants, or fabs. Taiwan is now home to the largest concentration of such fabs, and global chip equipment providers should take note that capital spending by the island will likely lead the globe in 2007 at over US$11.25 billion (NT$366.71 billion).