TAIPEI (TVBS News) — Taiwan's semiconductor industry remains secure despite major offshore investments by its flagship chipmaker, according to a leading industry executive. Etron Technology (鈺創科技) Chairman Nicky Lu (盧超群) dismissed concerns about Taiwan losing its technological edge during a media briefing on Friday (April 25), emphasizing the island's comprehensive semiconductor ecosystem would continue to anchor it as a central player in the global artificial intelligence revolution.
The executive revealed Etron's plans to exhibit at COMPUTEX 2025 Taipei (台北國際電腦展), Taiwan's premier international technology trade show running from May 20 to May 23. Lu detailed how his company would demonstrate cutting-edge developments across multiple semiconductor domains, including specialized AI memory technologies. He also urged Taiwan's government to tackle what industry leaders call the "five shortages" — critical constraints in water, electricity, land, talent, and labor — that could potentially hinder Taiwan's competitive position as the United States aggressively promotes domestic chip manufacturing.
On business prospects, Lu characterized Etron's first-quarter performance as difficult but pointed to improving memory chip demand beginning in April. The semiconductor veteran expressed measured optimism for coming quarters while warning about competitive pressures from mainland China, which has developed substantial manufacturing capacity for previous-generation memory products. Lu recommended Taiwanese firms develop robust contingency plans and maintain strong cash reserves to weather ongoing geopolitical and market uncertainties in the semiconductor sector. ★
