technology industry 結果共54筆

TSMC to collaborate with Kyushu University in Japan to foster talent and research in the semiconductor field. The partnership aims to address a projected shortage of technical talents in Kyushu’s semiconductor industry and support TSMC’s expansion plans in Kumamoto Prefecture.

Discover how Taiwan’s burgeoning semiconductor industry has fueled a significant surge in luxury car sales, with Ferrari and other brands seeing substantial growth. TSMC leads the charge, influencing market trends and investor caution in the AI era.

Vice President Lai Ching-te engages in discussions with ICT industry leaders at Hwa Ya Technology Park in Taoyuan, emphasizing Taiwan’s pivotal role in the global AI revolution amidst the U.S.-China tech war. NVIDIA CEO Jensen Huang highlights Taiwan’s significance in the new AI era, urging collective efforts to solidify Taiwan’s global standing. Lai’s visits and dialogues with industry players signal a collaborative approach to strategic industry planning.

Vice President and President-elect Lai Ching-te’s visit to Quanta headquarters in Taipei to discuss AI and 5G applications with Chairman Barry Lam, as part of his ongoing industry exchange tour. The meeting highlighted Taiwan’s ICT industry success and Quanta’s pivotal role in seizing AI opportunities, reflecting critical decisions made by Lai during his tenure as premier.

NVIDIA CEO Jensen Huang declares ambition to be Taiwan’s best ambassador in the field of artificial intelligence (AI) and emphasizes Taiwan’s pivotal role in the new industrial revolution. Huang plans to visit Taiwan to share his views and promote its global significance at the 2024 Computex event, where he will give a keynote speech alongside other industry leaders.

Goldman Sachs predicts that Taiwan Semiconductor Manufacturing Company (TSMC) will double its CoWoS production capacity by 2025, leading to a raised target price of NT$975. The forecast includes plans for advanced CoWoS packaging plants in Chiayi and potential expansion to Japan. Customer demand for advanced packaging, especially CoWoS, is expected to rise with the adoption of 2-nanometer process technology. Goldman Sachs also revised TSMC’s capital expenditure forecast and profit outlook for major AI companies, reflecting a positive growth trend in the industry.

COMPUTEX 2024 in Taipei has become the focal point for the tech industry, with AMD and Qualcomm leading the charge in the emerging AI PC market. Keynotes by Dr. Lisa Su and Christian Amon highlight the event’s significance in shaping the future of computing.

Intel launches Intel Foundry, aiming to produce the world’s fastest chips by 2025. With endorsements from Microsoft and a robust roadmap, Intel aims to challenge TSMC and become a dominant force in the semiconductor industry.

National Yang Ming Chiao Tung University (NYCU) is set to debut its Traditional Chinese Medicine department at a college fair on Feb. 24. The new department integrates artificial intelligence and information technology in its curriculum, aiming to cultivate ＂new traditional Chinese physicians＂ with interdisciplinary characteristics. The university seeks to enhance Taiwan’s traditional Chinese medicine industry by training talents for hospital clinics, scientific research, and the biotech industry.

Discover the challenges facing Taiwan’s doctoral education, including declining enrollments, financial burdens, and the rise of alternative learning methods. Learn how these factors are impacting research talent and industrial technology development.

National Cheng Kung University (NCKU) has been named the top university in the ’Most Favored University Among Companies 2024’ survey by Cheers Magazine. The top ten universities include NCKU, National Taiwan University, National Tsing Hua University, National Chengchi University, National Yang Ming Chiao Tung University, National Taiwan University of Science and Technology, National Sun Yat-sen University, National Central University, National Taipei University of Technology, and Tamkang University. In terms of private universities, Tamkang University ranks first, followed by Fu Jen Catholic University, Chung Yuan Christian University, Feng Chia University, and Soochow University. The survey also revealed a significant increase in the number of professional and technical institutes among the top 30, surpassing general private universities. Minghsin University of Science and Technology and Wenzao Ursuline University of Languages experienced the largest climb in rankings, closely monitored by the semiconductor industry. Notably, National Chengchi University excelled in the high-tech services industry, while Soochow University stood out in the finance industry as the only private university in the top five. The survey, conducted by Commonwealth Magazine, gathered data from 2,000 major companies’ HR departments and received a response rate of 30.39%.

AU Optronics Corp. (AUO) plans to close its display production line in Singapore by the end of December, affecting around 500 employees. The company is moving its manufacturing equipment back to Taiwan and offering Taiwanese staff in Singapore the choice to relocate to Taiwan or transfer to Vietnam. AUO aims to expand its display module capacities in Vietnam. The company confirmed that its Singapore base will transform into a hub for providing smart solutions and will serve as its operations center in Southeast Asia. This move is in response to the growing preference for Organic Light Emitting Diode (OLED) technology in smartphones, tablets, and laptops, posing challenges to the Liquid Crystal Display (LCD) industry. Most of the equipment will be relocated to AUO’s Longtan plant, which is actively developing microLED displays in line with Apple’s strategy.

The Tourism Administration and the Central Weather Administration (CWA) have signed a memorandum of understanding to merge tourism and meteorological services in Taiwan. The partnership will focus on Taiwan’s tourism activities, particularly the 13 national scenic area administrations. The collaboration aims to develop strategic promotions that enhance the traveler experience by utilizing the expertise of both organizations. The Tourism Administration plans to incorporate real-time weather data into a tourism smart cloud, providing accurate weather conditions for tourists. The CWA will deliver targeted meteorological information for different regions, simplifying access for both local and international travelers. This initiative aims to catalyze the development of the tourism industry and ensure the effective use and exchange of weather and maritime information. The use of smart cloud technology will equip travelers with useful information, enhancing convenience and safety, especially for maritime recreational activities.

TSMC, the Taiwanese semiconductor manufacturing company, announced progress in the development of its 1.4nm-class technology node, A14, during the IEEE International Electron Devices Meeting. The company plans to begin volume production of its 2nm process chips, N2, in 2025, with the N2P process expected to reach mass production by the end of 2026. Market analysts predict that TSMC’s A14 process could debut between 2027 and 2028. While TSMC is also developing cutting-edge technologies like CFETs to boost chip performance and energy efficiency, the initial A14 process is expected to use GAAFETs technology. The use of High-NA EUV lithography technology in TSMC’s future processes, including the A14 process, remains unconfirmed. Other industry players like Intel are also adopting next-generation EUV technology with a numerical aperture of 0.55.

Western Digital Corporation (WD) has announced that it will increase prices in response to the recent price hikes in the memory chip industry. Following Samsung’s 20% price increase, WD has informed its downstream channels and contract manufacturers that hard drive products will be subject to weekly price reviews, with adjustments expected to begin in the first half of next year. The company has projected that the cumulative increase in NAND Flash prices could reach up to 55%. These price increases align with the World Semiconductor Trade Statistics (WSTS) organization’s projection of a 44.8% revenue growth in the memory market for the coming year. Market research firm Gartner has estimated an even more significant surge, predicting a 66.3% increase in memory market revenue. While this suggests a strong demand for memory products, it also indicates rising costs for manufacturers and potentially higher prices for consumers in the technology sector.

Nvidia’s President, Jensen Huang, stated at the New York Times’ DealBook Summit that achieving U.S. independence in the chip supply chain and reducing reliance on overseas manufacturing could take 10 to 20 years. President Joe Biden’s administration has imposed a ban on chip exports to China, citing national security concerns and the need to maintain the U.S.’s lead in the semiconductor industry. Nvidia, among other companies, is impacted by these export control measures, leading to concerns about negative impacts on the company’s revenue. However, Huang revealed that Nvidia is developing chips compliant with U.S. regulations for the Chinese market and plans to re-enter once they are ready. He also warned that the export ban could accelerate China’s domestic chip development, with numerous Chinese companies already working on competing technologies. Huang emphasized that Nvidia is already a decade ahead in artificial intelligence technology and that AI and deep learning innovation involve more than just designing new chips.

DPP presidential candidate Lai Ching-te emphasized the importance of kindness among Taiwanese people and his vision for Taiwan’s future during his speech at the inaugural meeting of his campaign headquarters in Taoyuan. The event was attended by prominent DPP figures, including President Tsai Ing-wen. Lai’s pairing with his vice-presidential running mate Hsiao Bi-khim, dubbed the ＂Virtue Team,＂ has garnered attention online. Lai advocated for democracy over dictatorship and called for support of Taiwan’s international industry without relying too heavily on China. He outlined policies to boost industries such as semiconductors, artificial intelligence, and green energy technology. Lai also criticized the ＂Blue-White Alliance＂ between the KMT and TPP as a merger focused on party interests and personal power. He emphasized the need for the DPP to secure a legislative majority to smoothly implement these policies.

The Taiwan Research Institute (TRI) reports a decrease in electricity demand in September, following the end of the summer peak period for consumption. The TRI’s October Taiwan EPI shows a 0.16% growth in high voltage electricity usage across national industries compared to the same period in 2022. However, this growth is smaller than the increase seen in September. TRI President Wu Tsai-yi attributes the deceleration in economic growth to global inflation, interest rate hikes, and ongoing geopolitical crises. Despite these challenges, the domestic electronic technology industry has experienced successful inventory turnover due to the rise of AI applications, the launch of new consumer electronics, and stockpiling for the end-of-year shopping season. With sustained private consumption momentum and negative economic growth factors in the fourth quarter of 2022, a significant increase in economic growth to 4.4% is estimated for October. Wu predicts a gradual return to normalcy for global economic and business activities as the effects of inflation and interest rate increases diminish.

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 total semiconductor industry output is projected to reach NT＄4.3 trillion in 2023, with a year-on-year decrease of 11.2%, according to a revised forecast by Taiwan’s Industrial Technology Investment Corporation (ITRI). The wafer foundry industry is expected to have an output value of NT＄2.46 trillion, surpassing the earlier forecast of NT＄2.38 trillion, and showing an 8.2% yearly decrease. The semiconductor manufacturing industry, including wafer foundry and DRAM, is set to have an output value of NT＄2.64 trillion, with a year-on-year decrease of 9.6%. TSMC’s operational growth is likely to contribute to an anticipated 8.1% growth in Taiwan’s semiconductor manufacturing output in the fourth quarter.

Amid strengthening industry ties between Taiwan and Japan, ASVDA plans discussions on EVs and smart technology. Gartner predicts a significant rise in global EV shipments, while the IEA foresees a major shift towards sustainable energy.

The Industrial Technology Research Institute (ITRI) has announced an 8.6 percent rebound in output, driven by developments in solar and wind power. Taiwan’s renewable energy market is expected to reach NT$200 billion in 2024. This was revealed during an ITRI industry forum that focused on cross-discipline cooperation in carbon solution exchange. Jay Wang, Vice Director of ITRI Industrial Economics and Knowledge Center, highlighted the challenges faced by the global economy due to high inflation and interest rates, which have increased investment costs for renewable energy development. Wang emphasized the importance of renewable energy in achieving a net-zero economy by 2050, but noted that oversupply has resulted in lower prices and the need for different approaches. Despite these challenges, Taiwan has excelled in the development and innovation of renewable energy, particularly offshore wind power, with an accumulated capacity of 2GW to date.

Taiwan’s President Tsai Ing-wen announced the successful launch of Taiwan’s first domestically-produced weather satellite, the Triton. The satellite, completely ＂Made in Taiwan,＂ signifies Taiwan’s advancement in the global space industry. President Tsai emphasized the government’s commitment to investing TWD 25.1 billion over the next decade to promote the space industry chain and cultivate talent in space technology. The Triton will enhance typhoon forecasting and facilitate scientific research in atmosphere, ocean, and terrestrial hydrometeorology. Its data collection is expected to revolutionize global meteorological observation and forecasting. President Tsai expressed her aspirations for Taiwanese manufacturing to expand towards space.

Vice President Lai Ching-te emphasizes Taiwan’s pivotal role in the global supply chain through AI technology at the 2023 Taiwan AI Academy Annual Conference. Learn more about his insights on AI’s significance and its impact on Taiwan’s future.

Taiwan’s Vice President Lai Ching-te calls for transforming Taiwan into Asia’s Silicon Valley during a speech in San Francisco. He highlights Taiwan’s tech achievements and global ties.