本集介紹
根據南韓BusinessKorea報導，包括蘋果、Google、亞馬遜和臉書等科技巨擘，都開始自行研發晶片，代表全球晶圓代工業務將進一步成長，有利於晶圓代工廠商，尤其是台積電。
蘋果7月發表的第5代平板點腦iPad Pro，安裝自行研發的M1晶片。事實上，蘋果已變成晶片設計公司，在iPhone、麥金塔電腦和iPad上安裝自家晶片。
除了蘋果，亞馬遜目前也透過2015年收購的以色列Annapurna Lab，為自家的網路研發晶片。Google正在為自家的行動應用處理器研發晶片。臉書則為虛擬實境（VR）裝置研發晶片。
1名半導體產業界人士表示，像蘋果這樣的公司都認為，用自研晶片來優化iPhone和iPad等產品效能，會比用一般目的晶片，在技術和商業上更有利。
因此，半導體製造商正在晶圓代工領域尋求新機會。例如，英特爾就宣布，將投資200億美元設立晶圓廠，希望重新投入這個領域。
另1名產業分析師指出，即便美國科技巨擘自研晶片，生產工作將交給晶圓代工廠商，半導體產業將進一步重組為設計和生產2大部門，而晶圓代工市場將持續成長。
這也意味了台積電、三星電子晶圓代工大廠的業績持續看好，尤其是台積電。根據集邦科技的統計，今年第1季台積電在全球晶圓代工市場的市佔率增至55%，三星電子則下滑至17%，聯電以7%名列第3
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According to South Korea’s BusinessKorea report, technology giants including Apple, Google, Amazon and Facebook have all begun to develop their own chips, which represents the further growth of the global foundry business, which is beneficial to foundries, especially TSMC.
Apple’s fifth-generation tablet brain iPad Pro, released in July, is equipped with a self-developed M1 chip. In fact, Apple has become a chip design company, installing its own chips on iPhones, Macintosh computers and iPads.
In addition to Apple, Amazon is currently developing chips for its own network through Israel's Annapurna Lab, which was acquired in 2015. Google is developing chips for its own mobile application processor. Facebook is developing chips for virtual reality (VR) devices.
A person in the semiconductor industry said that companies like Apple believe that using self-developed chips to optimize the performance of products such as iPhone and iPad will be more technically and commercially beneficial than using general-purpose chips.
Therefore, semiconductor manufacturers are seeking new opportunities in the field of foundry. For example, Intel announced that it will invest 20 billion US dollars to set up a fab, hoping to reinvest in this field.
Another industry analyst pointed out that even if the US technology giants self-developed chips, the production work will be handed over to the foundry, the semiconductor industry will be further reorganized into two major departments, design and production, and the foundry market will continue to grow.
This also means that the performance of TSMC and Samsung Electronics foundry manufacturers continues to be optimistic, especially TSMC. According to statistics from TrendForce, TSMC’s market share in the global foundry market increased to 55% in the first quarter of this year, while Samsung Electronics fell to 17%, and UMC ranked third with 7%.
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