vol.126：Evolution of the Semiconductor Industry in Taiwan and China

This text explores the evolution of the semiconductor industry in Taiwan and China, specifically focusing on the rise of TSMC and MediaTek. It details how Taiwan transitioned from a low-cost producer to a global leader in System on Chip (SoC) technology through strategic government support and the "turnkey" business model. The author explains that SoC technology integrates multiple functions like CPU and GPU onto a single chip, a development accelerated by the high-speed demands of China’s "shanzhai" or unbranded mobile phone market. While Japan has struggled to keep pace, Taiwan now faces emerging competition from Chinese chip-tech firms backed by aggressive national self-sufficiency policies. Ultimately, the source provides a technical and historical overview of how these regional players are reshaping the global electronic supply chain.