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| Posted: Sun Jun 22, 2026 9:57 am Post subject: China's Threat to our Semicon Industry |
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Reposted from SFE's old Semicon Chika Forum.
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Date: 07 Mar 2026
Time: 21:56:15
Remote Name: 137.71.23.54
Remote User:
Everywhere I look, there's news about this and that semicon company building a plant in China. China is now the emerging darling of the semicon industry in this part of the world. They have an enormous local demand for chips and offer lower labor costs that used to be one of our advantages. They don't speak good English right now, but very soon they will. They may not have the best engineering skills yet, but in a few years they will.
There's no stopping China.
What can the Far East do to maintain its position in the semiconductor industry? Taiwan's design centers are now growing because they have already established good wafer fab foundries. Add to this nineteen (19) 12-inch wafer fab factories that they are currently building that will generate 30,000 jobs and they're all set. Singapore has its government's backing and a vibrant trading industry. The Philippines has a wealth of experience in its people and, well, little else.
How long can we stay in this game? 10 years? 5 years? Hmmm, we still have time, considering that application for immigration to Canada takes less than 2 years. Heh-heh-heh. I'm laughing, but I know that the joke is on us.
Pessimistic Pinoy
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| Posted: Sun Jun 22, 2026 9:59 am Post subject: |
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Reposted from SFE's old Semicon Chika Forum.
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Date: 07 Mar 2026
Time: 22:15:16
Remote Name: 137.71.23.54
Remote User:
Hi Pessimistic Pinoy,
Sorry to disappoint you, but I don't think it will happen in 5 years. Maybe in 10 years, but only if we don't get our acts together. Politics will play the lead role. All else will emanate from this - infrastructure, utilities, peace and order, education, economics, even morale of the people.
The growing number of people seeking a convenient exit to Canada or the US is not a good sign, but I wouldn't blame people for considering this. I myself am considering this.
Keep on posting!
EE
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| Posted: Sun Jun 22, 2026 10:02 am Post subject: |
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Reposted from SFE's old Semicon Chika Forum.
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Date: 12 Mar 2026
Time: 03:10:28
Remote Name: 137.71.23.54
Remote User:
Hi Pessimistic Pinoy,
I guess I could be called more pessimistic than you are. How about calling me the paranoid pinoy. My job has given me the chance to visit several semicon companies from different countries in the Fareast. All of them are talking about putting up a facility in China.
Everytime I hear this I always get deppressed. I think our country should make the move now before it's too late. From what I heard, Dynetics and SD were the biggest subcontractors in the whole world in 1975. Today, none of these two exist. Amkor Phils can still be considered big but China's coming into the industry, can shrink this into half, or worst, gone.
Today, you go into the line of Amkor and you'll see a lot of chinese. Yes, that's right, from mainland China. They are here to learn/study/be taught/be trained/become skilled at/gain knowledge of ( MS Word Thesaurus) and whatever you can think of. Of course our engineers/managers showed them what we are best with, best in hospitality. If we continue this, I think it's not going to take longer than 5 years.
For China to make them grow faster, they will hire Filipinos to work there and get rid of them after a few years. And for sure they can hire. Maybe our goverment should ban all Filipino semicon engrs to work in China. I guess this will be one of the ways to slow down the industry transfer. Maybe 10 -15 years instead of less than 5. At least we will probably be retired by then.
paranoid pinoy
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| Posted: Sun Jun 22, 2026 10:05 am Post subject: |
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Reposted from SFE's old Semicon Chika Forum.
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Date: 12 Mar 2026
Time: 19:01:48
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Remote User:
Right on, Paranoid Pinoy! I believe every word you say. You're talking from your very own experience, so nobody can question your thoughts on this. We must protect what we have right now with whatever it takes.
I'm surprised that there are guys like EE who don't even think that this issue is urgent. To them I just say that not all of us are blessed enough to just go to Canada whenever we feel like. To most of us here, our jobs in the semicon industry are all that we have, and all that we'll ever ask for until we retire. Even the 10 years that EE is talking about is therefore too short for ordinary people like us.
Pessimistic Pinoy
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| Posted: Sun Jun 22, 2026 10:07 am Post subject: |
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Reposted from SFE's old Semicon Chika Forum.
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Date: 12 Mar 2026
Time: 21:26:36
Remote Name: 137.71.23.54
Remote User:
Hello again, Pessimistic Pinoy,
I don't know what gave you the impression that I'm taking this issue lightly. I am probably as concerned as you are. It's just that I would rather work to prevent what we all fear most, instead of simply worrying about it.
What I said in my last email is that we need all the help that we can get from the national government. We are doomed if we don't get support from them - that's the reality.
If the local semicon industry doesn't get the necessary level of support, then no amount of work on our part will turn things around, and everything will go to China. And even if we get the support, we all must still work together to keep the Philippines at an advantage over China.
I know that the SEIPI officers are in close coordination with the government on a lot of things. I also know that the government is supportive of our industry, given that it accounts for over 70% of our exports. If you have bright ideas that you can share with these players, then by all means send these to them. They're just an email away.
I want to assure you that I am 100% supportive of keeping the local semicon industry alive.
Thanks for your thoughts and keep on posting!
EE
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| Posted: Sun Jun 22, 2026 10:10 am Post subject: |
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Reposted from SFE's old Semicon Chika Forum.
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Date: 12 Mar 2026
Time: 21:37:00
Remote Name: 137.71.23.54
Remote User:
Hi Paranoid Pinoy,
Welcome to the forum. I can sense that you are in a very good position to share your views on this matter. Your line of work apparently exposes you a lot to this issue.
I agree with all that you said in this posting, except on the point wherein you want the government to ban Pinoy engineers from working in China's semicon industry. This move will have tremendous economic and political ramifications that can go beyond the semiconductor industry.
Granted that your proposal can be achieved without these ramifications, this will not stop China from becoming semicon's investment destination. They can learn everything from non-Pinoy workers. Remember that the Philippines does not monopolize semicon assembly and test knowledge/skills. The Philippines will only be left out of the game if we do this.
We must compete head to head. What we can not achieve with lower manpower costs, we must make up with higher productivity and quality. I know it's easier said than done, but it's the only way, I believe.
Anyway, thank you very much for your wonderful insights into this matter. KEEP ON POSTING!!!
EE
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| Posted: Sun Jun 22, 2026 10:13 am Post subject: |
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Reposted from SFE's old Semicon Chika Forum.
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Date: 13 Mar 2026
Time: 00:32:15
Remote Name:
Remote User:
Hi guys,
I just want to show you this excerpt from a news I just read:
"China is the most exciting and dynamic market for semiconductor manufacturing in the world right now, and this is clearly reflected in the increased interest in and demand for exhibit space at SEMICON China," said Stanley Myers, president and CEO of SEMI. "In many ways, China represents the future for semiconductor manufacturing. Companies from around the world are rapidly expanding their operations in and around China's burgeoning high-tech industrial parks."
China has been one of the few bright spots during the current worldwide industry downturn. While chipmakers elsewhere across Asia, Europe and North America have cut back expansion plans in the wake of the global electronics recession, new companies emerging in China have continued to move forward with new construction. China currently meets less than a quarter of its demand for semiconductor chips through domestic production. With China's entry into the World Trade Organization and with Chinese consumer demand for electronic goods rising, the demand for chips is expected to grow over the next decade, eventually making China the second largest market for semiconductors by 2010."
Semicon Girl
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| Posted: Sun Jun 22, 2026 10:15 am Post subject: |
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Reposted from SFE's old Semicon Chika Forum.
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Date: 14 Mar 2026
Time: 14:18:38
Remote Name: 192.169.39.70
Remote User:
My 2 cents.
First of all I agree with all of you that I am also concerned with China's threat to the Philippine Semicon Industry. But let me just share two inputs. I have an American boss who worked as the general manager for a joint venture with our company (US) and a company in China not too long ago. He worked there for about a year. The experience he had wasn't too good that our company is not considering anymore to expand in China. Yes, the choice is Philippines! He didn't expound too much on what the issue was, but he did say that the people he worked with thinks more of what they can take from a foreign company for their country's benefit than what the business goals are. I don't see anything wrong about this, but if it's too much, definitely any foreign company would not be enticed to do business. In the Philippines, he said, its easier to do business with.
I also had a discussion with another american who used to be a director in business and technical development. He also is not too keen in doing business in China because of the political relationship with the US. His choice also is the Philippines.
Batman
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| Posted: Sun Jun 22, 2026 10:16 am Post subject: |
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Reposted from SFE's old Semicon Chika Forum.
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Date: 14 Mar 2026
Time: 22:26:31
Remote Name: 137.71.23.54
Remote User:
Batman, That was a relief. At least there's two people who don't want to go there.
How I wish it was Bush and Blair who told you that.
Paranoid
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| Posted: Sun Jun 22, 2026 9:50 pm Post subject: |
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Reposted from SFE's old Semicon Chika Forum
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Date: 27 Nov 2025
Time: 21:41:04
Remote Name: unknown-41-125.idt.com
Remote User:
Been to China last week to audit a supplier, China is a real warning!
People are too eager to learn and keep their jobs. They can understand English but with a little practice, soon they learn to speak well too.
But beware of job invitation to China. They hire top caliber professionals, let them train Chinese and WALAH, bye!
No harm in learning Mandarin.
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