Abstract
Since the 1st transistor was published, the innovation in semiconductor industry was continuing for fifty years. It was always following “the Moore’s Law”－The number of transistors on chip will be doubled every 18-24 months. Nowadays, the technology node of CD is approaching 10nm. Shall this be the end? When will the innovation be stopped by the physical constraint? In 2008, it was considered to be 30nm. Today, it’s just announced that TSMC is targeting to move into HVM at 10nm node in 2017. Although there’re some new technologies, like immersion, double-patterning, multi-patterning, or EUV, that can push the progress forward. No one can answer the question about what is the end of the shrinking competition. The case, which was discussed in this study, has been the market leader in semiconductor equipment industry for over ten years. Also it's the manufacturer of the most key-equipment. Once the progress hit the limitation of physics, what should they do in order to survive? This study utilizes the five force model to define the competitive advantage of the company. And try to put together with experience and records from participating in the real projects. Aim to figure out the profile of the strategy of the company. The valuable records from real experience and investigation will be helping on understanding the progress and history about how the company executing its innovation strategy and the whole picture.