Analysis: Imec's EUV edge raises question over how far Taiwan should replicate research fab model

Imec’s EUV breakthrough is forcing Taiwan to reevaluate the viability of its research fab model. Technologically, this advancement accelerates global node convergence, pressuring TSMC and UMC to increase R&D investment while eroding their cost advantages in mature processes. From a policy standpoint, replicating imec’s model requires sustained funding and land allocation—challenges that industry players are hesitant to embrace due to uncertain ROI. In competitive terms, Samsung and SK Hynix may leverage this to strengthen their grip on EUV equipment and process leadership, erecting new barriers. Over the next 12 to 24 months, without clear fiscal support, Taiwan’s research fab model risks financial collapse, undermining its strategic position in the global semiconductor ecosystem.