EETimes-Asia publishes an interview with Nicky Lu, chairman of Etron (Hsinchu, Taiwan), chair of the Taiwan Semiconductor Industry Association and chair of the World Semiconductor Council, talking about China intentions in semiconductors. Few quotes on the offer to Omnivision:
If it succeeds in the OmniVision acquisition, China can easily take OminVision's business away from TSMC and bring it to SMIC. As far as Lu is concerned, "The game is fair, and things in China are moving faster than ever."
By taking over the world's leading CMOS image sensor vendor, China will gain instant access to the global market and the company's formidable market share. More importantly, such a deal generates demand for volume production of CMOS image sensors in China (not in Taiwan)—enough to fill the capacity of home-grown Chinese fabs like Semiconductor Manufacturing International Corp. (SMIC) based in Shanghai.