日本半导体为何难以超越台湾？

Core Viewpoint - The article discusses the evolving semiconductor landscape in Japan and Taiwan, highlighting the distinct paths taken by both countries in the semiconductor industry and the implications for future collaboration and competition [5][6]. Group 1: Japan's Semiconductor Strategy - Japan has been actively enhancing its semiconductor capabilities, with initiatives like the JASM wafer fab in Kumamoto and advanced process development by Rapidus in Hokkaido [2]. - The Japanese semiconductor industry has historically prioritized technology, achieving global leadership in semiconductor materials and equipment [6]. - The decline of Japan's semiconductor sector is attributed to its focus on serving internal products rather than developing independent, profit-driven semiconductor businesses [9]. Group 2: Taiwan's Semiconductor Model - Taiwan, led by TSMC, has successfully transformed technology into economic value, establishing a robust foundry model that has become a cornerstone of the global semiconductor supply chain [6]. - The collaboration between Taiwan and Japan in the semiconductor sector is seen as a potential avenue for revitalizing Japan's manufacturing capabilities, with TSMC's involvement in JASM being a key factor [6][8]. Group 3: Comparative Analysis - The article emphasizes the contrasting approaches of Japan and Taiwan, with Japan's semiconductor sector being integrated into larger corporations, limiting innovation and external customer engagement [7][9]. - Taiwan's independent foundry model has allowed for greater innovation and responsiveness to market demands, positioning it favorably against Japan's traditional model [6][8].