Industry watch: Big issues must be addressed

Well known for industry clusters, Taiwan must think about developing a “Cluster 2.0” model, ASE COO Tien Wu has urged. How should it define the concept of “mutual home ground” across the whole semiconductor community? For instance, if we want to cooperate with Macronix in memory solution, should we expect TSMC to extend service to packaging and testing, or seek complementary partnership? The third-type non-silicon semiconductors such as GaAs lack the support of the industry ecosystem. Plus, it must be closely linked to the needs of the system manufacturers. Since they are all industry-grade applications, the operation model of the…