Competitive Analysis of Taiwanese and Chinese IC Foundries: TSMC, UMC, SMIC, Huahong Grace

Table of Contents

1.Overview

2.Development of Taiwanese and Chinese Foundries
2.1 TSMC Retains Leadership, SMIC Catches Up Fast
2.2 Taiwanese Foundries See IC Production Capacity Leaps Further
2.3 Taiwanese Foundries Still Advance Chinese Counterparts in Fabrication Process

3.Strategic Planning of Major Foundries in Taiwan and China
3.1 TSMC Links Upstream and Downstream in a Supply Chain
3.2 UMC Businesses Cover Multiple Industries
3.3 S SMIC Demonstrates Aggressiveness with Government-backed Support and Local Advantages
3.4 Huahong Grace's Importance in Niche Markets Deepened as IC Card Market Booms in China
3.5 TSMC and SMIC Moving on the Similar Track, UMC Focuses on Division of Services while Huahong Grace on Niche Markets

4.Conclusion
4.1 Integrated Services Trending the Future
4.2 SMIC to Pose Increasing Threats on Other First-tier Foundries

Appendix
Glossary of Terms
List of Companies

List of Tables

Table 1 Comparison of the Top Five Foundries' Revenue in Taiwan and China
Table 2 Revenue, Profit Margin, and Capital Expenditure of Major Foundries in Taiwan and China
Table 3 Wafer Production Capacity of Major Taiwanese and Chinese Foundries
Table 4 Planned Wafer Capacity of Major Foundries in Taiwan and China
Table 5 TSMC's Investment and Investees
Table 6 UMC's Investment and Investees

List of Figures

Figure 1 Fabrication Process of Major Foundries in Taiwan and China, 2011 - 2015
Figure 2 Development Strategies of Major Foundries in Taiwan and China