Core Insights - The article discusses the shift in Taiwan's semiconductor industry strategy from cost-driven to resilience and market proximity due to rising geopolitical risks and global supply chain restructuring [1][2]. Group 1: Industry Overview - Taiwan's semiconductor industry is projected to reach a total output value of $165.6 billion in 2024, capturing approximately 20.3% of the global market share [1]. - The foundry segment holds a dominant market share of 68.8%, while the packaging and testing segment accounts for 49%, both leading globally [1]. - Taiwan produces 83% of the world's AI chips, particularly excelling in advanced processes below 7nm, making it a crucial player in high-performance computing and data center applications [1]. Group 2: Historical Development - Since the 1980s, Taiwan has built a comprehensive industrial system through technology parks and specialized technical education, resulting in a nearly threefold increase in IC output from 2010 to 2024 [2]. - Despite the growth in the semiconductor sector, Taiwan faces a 20% decline in its young population, creating a talent gap that necessitates internationalization and diverse strategies [2]. Group 3: Globalization and Talent Development - Taiwanese semiconductor companies are increasingly establishing global operations in regions like Singapore, the U.S., and Europe to enhance market proximity and production resilience [2]. - The industry is shifting from a cost-driven approach to a scenario-driven one, focusing on applications such as automotive chips and medical devices, which requires a new skill set in talent [2]. - Future talent in the semiconductor field must possess international perspectives, cross-departmental collaboration skills, and adaptability, especially in the context of AI advancements [2][3]. Group 4: Strategic Recommendations - Taiwan has the potential to become a "Talent Hub" for technology, attracting and nurturing global tech talent while exporting technology [3]. - To strengthen its position in the global semiconductor landscape, Taiwan should focus on enhancing scenario layouts, integrating supply chains, and deepening international talent development and cross-domain collaboration [3].