artificial intelligence applications 結果共4筆

The story discusses Taiwan Semiconductor Manufacturing Company (TSMC) dominating the global semiconductor foundry market with a 61% share in Q4 2023, according to Counterpoint. Samsung ranks second with a 14% share. The focus on AI applications drove the prominence of 4nm and 5nm process technologies. United Microelectronics Corporation (UMC) and GlobalFoundries tied for third with a 6% share each, while Semiconductor Manufacturing International Corporation (SMIC) held around 5% of the market.

Foxconn’s Chairman Liu Young-way announces significant growth for the company due to increased generative Artificial Intelligence (AI) applications. Foxconn’s leading position in the AI server market is highlighted, with plans for growth in GPU module and AI server businesses. The company’s cloud network products are experiencing strong growth, with a focus on electric vehicles as well. Liu’s trip to the U.S. for the Nvidia GTC conference aims to showcase Foxconn’s new collaboration model. Shared prosperity and dedication to profits are emphasized in the company’s philosophy.

ITRI and TSMC are partnering to develop a SOT-MRAM array chip with lower power consumption and faster operation than STT-MRAM. The new design has potential applications in in-memory computation and is expected to advance the field of high-speed semiconductors. The General Director of ITRI’s Electronic and Optoelectronic System Research Laboratories, Chang Shih-chieh, highlighted the chip’s low power consumption and quick 10-nanosecond operating time, which enable improved computational efficiency and expand the potential applications beyond traditional memory-oriented scenarios. The research results were presented at the IEDM, showcasing the technology’s potential for high-performance computing, artificial intelligence, and automotive chips. Additionally, ITRI’s focus on non-volatile memory technologies demonstrates their commitment to pushing the boundaries of the domestic semiconductor markets and exploring new areas of application.

TSMC chairman Mark Liu’s upcoming retirement in 2024 has led investment experts to suggest that the semiconductor giant should slow down the progress of its new manufacturing facility in the United States. Industry analyst Jonah Cheng believes that TSMC’s policy direction will remain unchanged under the leadership of chief executive C.C. Wei, who is expected to succeed Liu as chairman. Cheng also proposes maintaining a dual leadership structure to cultivate successors from various backgrounds. Speculation suggests that Liu’s retirement may be linked to potential investment challenges in the company’s U.S. expansion. In response to these challenges, Cheng recommends a deceleration in the construction of TSMC’s second U.S. plant. He also highlights the need to assess the current downturn in the car market and economic outlook before proceeding with the German plant focused on automotive applications. Cheng suggests that the Japanese facility could be an optimal choice due to labor and power shortages in Taiwan, as well as cultural similarities and strong government support from Japan. TSMC’s primary obstacle, according to Cheng, is maintaining its leadership position in the semiconductor industry, especially after surpassing Intel. Additionally, the cyclical nature of the industry and the potential opportunities presented by the rise of artificial intelligence (AI) applications pose further challenges for the company.