Taiwan fabless firms outwit Korean rivals in chip supercycle
Foundry capacity shortage widens gaps in sales and profit margins By
(Courtesy of Silicon Works, South Korea s No. 1 fabless semiconductor company)
Taiwanese fabless semiconductor firms, with the backing from their hometown foundry companies, are reaping the benefits from higher chip prices and soaring demand from electronic goods brands to automakers. In contrast, their Korean rivals have yet to fully benefit from the global chip industry boom, struggling to find manufacturers of chips they designed.
This year, Taiwanese fabless companies are expected to further expand their presence even in the premium markets such as the segment for organic light-emitting diode (OLED) displayer driver IC (DDI) chips dominated by South Korean chipmakers such as Samsung Electronics Co., Silicon Works Co. and MagnaChip Semiconductor Ltd., analysts said.
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