Taiwan AI industry 結果共27筆

Google opens its second hardware R&D building in Banqiao, New Taipei City, establishing Taiwan as its largest hardware research base outside the U.S. The facility features over 50 labs and aims to foster hardware and AI innovations with global tech talent. The event was attended by prominent Taiwanese and American officials, highlighting Taiwan’s growing tech industry and Google’s commitment to investing in the region despite geopolitical concerns.

Explore how vending machines are becoming a more common sight in Taiwan and the US, offering a variety of refreshments and conveniences from frozen treats to hot meals, with some incorporating AI for improved functionality.

The U.S. National Science Foundation (NSF) has launched a groundbreaking program in Taiwan to support the country’s semiconductor and AI industries, marking the first time the NSF has sponsored seminars abroad to discover and fund deep tech companies. The initiative aims to strengthen Taiwan’s role in global technology supply chains and drive economic growth for both countries.

Taiwan Semiconductor Manufacturing Co. (TSMC) and Delta Electronics announce significant hiring plans in Taiwan and globally, offering competitive salaries for engineers and technicians amidst a rebound in the semiconductor industry.

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 commends Taiwan’s machine tool industry for its technological innovation and commitment to net-zero and digital transformation at the 2024 Taiwan International Machine Tool Show. Taiwan stands out globally for its high-end machine tool production and comprehensive industry showcased at the annual event. The government aims to strengthen Taiwan’s position as a high-end machine tool manufacturing country and rebuild a reliable supply chain with democratic allies amidst global changes. Vice President Lai also advocates for AI industrialization to attract international investment and drive innovation across all industries in Taiwan.

The inaugural Taiwan-France High-Level Economic and Trade Dialogue, led by Taiwan’s Minister of Economic Affairs, Wang Mei-hua, discussed cooperation in semiconductors, AI, and electric vehicles. French officials agreed to integrate industrial and economic cooperation meetings, with a focus on supply chain opportunities in renewable energy and the space industry. Bilateral trade between Taiwan and France reached a record high of $60.9 billion last year, with significant investments from both sides.

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.

Discover how Taiwan’s Semiconductor College in Hsinchu is attracting students from Vietnam to address the talent shortage in the semiconductor industry. Learn how Taiwan is leveraging Southeast Asian students to secure its position as a global leader in chip manufacturing.

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.

Google Taiwan’s General Manager Tina Lin announced plans to boost AI development in Taiwan by focusing on talent nurturing, community strengthening, and industry innovation. The company will launch Gemini College, offer an AI literacy program on YouTube, and provide tools like Google AI Studio and Vertex AI. Additionally, a Google Cloud Training program in 2024 aims to involve over 5,000 developers.

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.

Explore the dynamics of Taiwan’s semiconductor industry as it gears up for significant growth in 2024, with insights from industry leaders and experts on global competition, TSMC’s strategic moves, and market trends.

Kaohsiung Mayor Chen Chi-mai and the president of National Yang Ming Chiao Tung University (NYCU) have announced the future establishment of an NYCU branch campus in Kaohsiung. The new campus aims to recruit masters and doctoral students in the semiconductor and AI industries, providing high-end talents for Kaohsiung’s growing sectors. The campus plans to start recruiting for the 2025 academic year. NYCU president Lin Chi-hung cited two main reasons for establishing the branch: nurturing top talents and trailblazing research, and aligning with national talent cultivation policies. The new campus is conveniently located near Taiwan High Speed Rail’s Zuoying Station and Taiwan Semiconductor Manufacturing Company (TSMC). It offers 15 professional meeting rooms, a 500-seat international conference hall, and a large exhibition hall accommodating 1,000 people. The Kaohsiung city government and NYCU have signed a cooperation agreement, and the new campus will be housed in the existing Garden Villa Hotel and the Civil Service Development Institute, following Ministry of Education regulations for campuses.

Foreign investors are showing renewed interest in Asian stocks, particularly in Taiwan, according to a report released on December 25. In the week of December 18 to 22, foreign funds flowed back into Asian stocks, with the Taiwan Stock Exchange attracting NT＄643 million. South Korea also saw an influx of NT＄602 million. South Korean stocks performed the best, increasing by 1.4%, followed closely by Thailand with a 1.01% increase. Indonesia, the Philippines, and Vietnam also experienced positive growth. However, Taiwan’s stocks unexpectedly fell by 0.44%, despite being favored by foreign investors. India’s stock market also dropped by 0.53% for the week. In terms of overall performance in 2023, Taiwan’s stocks related to the AI supply chain surged 24.47%, surpassing the gains made by India (16.87%) and South Korea (16.24%). Looking ahead, PGIM noted that Taiwan’s industry has already hit bottom, with November’s export orders totaling US＄50.63 billion, driven by emerging technologies such as high-performance computing and artificial intelligence.

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.

The newly appointed Chairperson of the New Media Entertainment Association (NMEA), Daphne Lee, emphasizes the importance of funding, talent, and global integration for Taiwan’s content industry to succeed. At the 2023 Asiahub New Media Summit in Taipei, Lee highlights the need for cross-sector collaboration and industry chain integration in the AI era. The summit features six main themes, 19 keynote speeches, panel discussions, and 7 workshops with 60 speakers. Participants, such as LINE Taiwan Managing Director Roger Chen, discuss Taiwan’s soft power, industry upgrade, transformation, and global outreach. Videoland Television Network Chairman Lee Chung-pei suggests creating quality content to ensure profitability and establish funding recovery mechanisms. Lin Chien-han, Chairman of Taiwan Secom, shares the company’s dual strategy of investment and production, moving from DVD rental services to investing in Taiwanese films. Lin also discusses how Taiwanese creative content is breaking into the international market by integrating local culture and socio-political issues, citing successful films like ＂The Candidate＂ and ＂The Bridge Curse.＂

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.

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.

TSMC Founder Morris Chang underscores the emerging challenges for Taiwan’s semiconductor industry, emphasizing national security amidst global shifts. With AI demand surging and changing supply chain dynamics post-pandemic, Taiwan must navigate geopolitical tensions and retain its global edge in chipmaking.

Taiwan Semiconductor Industry Association Chair Cliff Hou has made four key suggestions to the government in a proposal, emphasizing the need to prepare for significant changes in the global semiconductor industry due to the rise of AI.

Independent presidential candidate Terry Gou faces internal and external challenges, including petition issues, joint actions by the Kuomintang and Taiwan People’s Party, and poor poll ratings. The future of his campaign is uncertain as his company, Hon Hai’s subsidiary Foxconn, is under investigation by the Chinese Communist Party’s tax department.