Young Liu urges "Made with Taiwan" supply chain rethink

Liu Qiguang's call for a supply chain transformation signals a strategic realignment in the global semiconductor landscape. From a technical standpoint, this shift will accelerate Taiwan's transition from contract manufacturing to technology exporting, particularly strengthening its position in advanced packaging and testing. However, it also heightens the risk of decoupling from mainland China’s supply chains, especially in high-end process nodes, forcing companies into strategic dilemmas. In terms of compliance, firms must reassess investment and localization costs amid escalating geopolitical tensions and export controls from the US and Europe. Competitors like Samsung and Intel may expedite R&D investments in Taiwan to secure strategic partnerships. Over the next 12–24 months, Taiwan’s semiconductor sector will confront dual pressures from regulatory constraints and global market restructuring, potentially shifting its role from manufacturing hub to technology partner, reshaping the global industry power dynamics.