Txij li ib nrab xyoo kawg ntawm xyoo tas los, ua tsaug rau kev loj hlob ntawm 5g, huab AI suav, servers thiab lwm yam kev lag luam, qhov kev thov rau kev ua haujlwm tau zoo (HPC) chips tau nce ntau heev. Ua ke nrog kev loj hlob ntawm kev thov kev lag luam hauv tsev / chaw lom zem, tsheb thiab lwm yam kev lag luam, kev thov rau CPU, GPU thiab AI chips ntawm lub davhlau ya nyob twg tau nce ntau heev, uas tseem tau thawb qhov kev thov rau ABF cov khoom thauj khoom. Ua ke nrog kev cuam tshuam ntawm kev sib tsoo hluav taws hauv ibiden Qingliu lub Hoobkas, lub tuam txhab thauj khoom IC loj, thiab Xinxing Electronic Shanying lub Hoobkas, ABF cov neeg nqa khoom hauv ntiaj teb tsis txaus.

Thaum Lub Ob Hlis xyoo no, muaj xov xwm hauv khw hais tias ABF cov paib daim paib tsis txaus, thiab lub sijhawm xa khoom tau ntev li 30 lub lis piam. Nrog cov khoom lag luam luv ntawm ABF cov phaj thauj khoom, tus nqi kuj tseem nce ntxiv. Cov ntaub ntawv qhia tias txij li peb lub hlis thib plaub ntawm xyoo tas los, tus nqi ntawm IC pawg thawj coj tau nce mus ntxiv, suav nrog BT cov khoom thauj khoom nce txog 20%, thaum ABF cov khoom thauj khoom nce 30% – 50%.
Raws li ABF cov peev txheej muaj peev xwm yog nyob hauv txhais tes ntawm ob peb lub tuam txhab tsim khoom hauv Taiwan, Nyiv thiab Kaus Lim Qab Teb, lawv qhov kev nthuav dav ntawm kev tsim khoom kuj tseem muaj qhov txwv nyob rau yav dhau los, uas tseem ua rau nws nyuaj rau txo qis qhov tsis txaus ntawm ABF cov khoom siv thauj khoom hauv luv luv. lub sij hawm. Cov khoom siv tseem ceeb tshaj plaws ntawm ABF cov phaj thauj khoom yog tsim cov yeeb yaj kiab. Tam sim no, 99% ntawm ABF txheej-txheej cov ntaub ntawv ntawm kev ua lag luam tau muab los ntawm Nyij Pooj # Ajinomoto. Vim tias muaj peev xwm tsim khoom tsawg, cov khoom siv tsis txaus.

Txhawm rau txhawm rau kov yeej qhov teeb meem uas txheej ABF ntxiv cov ntaub ntawv tau raug monopolized los ntawm cov tuam txhab Nyij Pooj thiab cov peev txheej tsim khoom tsis txaus, siv tshuab ua kom tsis muaj zog tau ua txhua lub dag zog los nqis peev hauv # kev tshawb fawb ywj pheej thiab txhim kho semiconductor high-order ntim zaj duab xis thiab ABF cov khoom siv thauj khoom tsis ntev los no xyoo. Tam sim no, nws yog tus thawj coj nkaus xwb hauv ABF cov khoom siv zaj duab xis cov khoom siv hauv Taiwan, vam tias yuav txhawb nqa thaj chaw ntawm Taiwan cov khoom siv hluav taws xob # khoom siv saw. Taiwan Jinghua thev naus laus zis yog thawj lub chaw tsim khoom hauv Suav teb los tsim nws tus kheej thiab tsim Taiwan tsim cov yeeb yaj kiab (TBF) rau ABF cov phaj hlau. Tam sim no, cov khoom tau raug txheeb xyuas los ntawm ntau lub tuam txhab tsim khoom hauv tsev thiab txawv teb chaws thiab tau xa tawm hauv qhov me me.