artificial intelligence demand 結果共12筆

Cathay Asia’s chairman is optimistic about Taiwan’s stock market, citing strong AI demand and U.S. cloud investments. He discusses tariffs, currency impacts, and TSMC’s growth.

TSMC celebrated a milestone with its AP8 plant ceremony, highlighting its expansion in advanced packaging. The move strengthens TSMC’s industry leadership amid rising AI demand.

Taiwan’s economy is set to grow by 3.14% in 2023, driven by AI and tech demand, according to Chen Shu-tsu of DGBAS. Last year’s growth outpaced regional peers.

Taiwan’s manufacturing sector improved in December, driven by U.S. consumption and AI demand, according to the Taiwan Institute of Economics Research.

TSMC’s stock hit a record NT$1,105, boosting its market value to NT$28.65 trillion. Analysts expect strong AI demand to drive growth, with insights at the Jan. 16 conference.

Taiwan’s export orders hit US$52.27 billion in November, a 3.3% rise but below expectations. MOEA forecasts strong growth in December amid tech demand and geopolitical challenges.

CNAIC Chairman Wu Tung-liang highlights Taiwan’s economic resilience amid global uncertainties, driven by AI demand and strategic government initiatives.

Discover why Wistron’s executive Jeff Lin is optimistic about AI’s future, expecting demand to exceed supply until 2025, and his views on the PC market’s growth.

Discover how AI is set to transform the job market, with a survey revealing a 29.2% reduction in job opportunities over the next decade. Learn which jobs are at risk and the rising demand for AI skills.

Stay updated on the latest developments in Taiwan’s semiconductor industry with this story on the National Development Council Minister Kung Ming-hsin’s affirmation that Taiwan Semiconductor Manufacturing Company’s cutting-edge processing techniques will continue to be based in Taiwan. Learn about TSMC’s global expansion plans and Taiwan’s strategies to maintain its industrial competitiveness in the face of growing demand for advanced chipsets.

Taiwan Semiconductor Manufacturing Company (TSMC) predicts a surge in artificial intelligence (AI) orders in the coming year, with October’s revenue reaching NT$243.203 billion ($8.6 billion), a 34.8 percent monthly increase and a 15.7 percent annual increase. TSMC’s stock price has also been on a steady rise, accumulating a growth of 7.5 percent since November. Morgan Stanley semiconductor research analyst Charlie Chan attributes TSMC’s revenue growth to signs of recovery and the robust demand for AI semiconductors worldwide. NVIDIA’s expanded order to TSMC, along with increased demand from clients like Apple and Advanced Micro Devices (AMD), has led TSMC to accelerate the enhancement of its advanced packaging technology, Chip on Wafer on Substrate (CoWoS). CoWoS enables TSMC to effectively reduce costs and trim electric consumption by packaging chiplets on a silicon interposer and placing them on a package substrate. However, TSMC’s current CoWoS capacity remains a bottleneck for NVIDIA’s AI GPU chips, though the company forecasts a rebound in productivity by the end of 2024 to meet customer demand.

The Department of Statistics of the Ministry of Economic Affairs announced that retail and catering revenues from January to September have reached a record high. The retail and catering industries are currently experiencing their annual sales peak, with demand for clothing, skincare products, and travel expected to stimulate consumption during the autumn and winter transition.