| Summary: | 碩士 === 國立交通大學 === 高階主管管理碩士學程 === 100 === The foundry industry is the focus of high-tech. development in Taiwan. However, the global semiconductor business is facing the difficulties of growth slowdown. As Moore's Law is reaching its limit, the process development cost is going higher and higher. All the top companies have streamlined their resources in developing nanometer lithography and mask manufacturing. According to the analysis of IEK and IC Insights [1], the R&D cost of nano-fabrication rises from 0.13µm’s 0.5 billion to 32nm’s 1.4 billion. Besides, the average cost of new fab start-up also increases from 1.6 billion in 2000 to 5.4 billion in 2015. It is observed that less and less IC companies have the products volume to fill such huge capacity. Owing to financial difficulties of leading-edge technology development, IC manufacturing companies tend to give up their own fabs, and seek the R&D platform of alliance and manufacturing outsourcing. It also means that huge business opportunities for the foundry in the future.
As Moore’s Law is reaching its limits, the concept so-called "More than Moore", it is the IC industry goes for another solution rather than the pursuit of advanced nano-techniques. In fact, the profitability of many mature process including power management IC, automotive chips, image sensors(CIS，CMOS Image Sensor), and MEMS (MEMS，Micro Electro Mechanical Systems) are as much as the advanced process technology. Therefore, there are two paradigms shift in the industry: (1) high-end technology follows Moore’s Law to drive the transistor geometry down to 10nm node; (2) the use of mature technology in development of niche market segments, such as the application-specific chips.
In the analysis of industry characteristics of post Moore’s Law era, which include: (1) opportunity of foundry outsourcing; (2) paradigm shift of technology development; (3) merge & acquisition in the supply chains; (4) heterogeneous IC systems architecture; (5) industry revolution of mobile computing. The purpose of this study is to develop new foundry business model in post Moore’s Law era, especially in the surge demand of mobile devices of year 2010. This study will also analyze the competitive landscape of top-5 foundry companies: TSMC, UMC, Globalfoundries, Samsung LSI and Intel, via Albert S Humphrey SWOT, Michael E. Porter five force analysis, and to explore the competitive strategy suggestion for the advanced and matured IC companies.
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