global semiconductor industry 結果共130筆

ABF substrate supply gap to reach 22% by 2030 as AI and Nvidia Rubin demand surge. Taiwan’s semiconductor sector positioned to benefit from the shortage.

Seo Jung-myung’s column in Seoul Economic Daily highlights Taiwan-born leaders Jensen Huang, Lisa Su, and Morris Chang as pivotal figures in the global chip industry, shaping AI’s future.

As the AI and semiconductor industries reshape global supply chains, Taiwan companies stand at a pivotal moment in which industry value is spilling outward and brands are stepping onto the international stage. At the invitation of the Arizona Trade and Investment Office in Taiwan, TVBS travelled to Phoenix to attend the AI and Semiconductor Global Forum. Through on-the-ground reporting and observation, TVBS examined the local tech ecosystem taking shape around semiconductor manufacturing and AI applications, and brought a wider Chinese-speaking audience an in-depth view of the opportunities and challenges Taiwan companies face when investing, setting up operations and building their brands in the United States.

TSMC confirms up to 9% salary increases for 2026 as the chipmaker battles Chinese and South Korean rivals in a global semiconductor talent war.

Few industrial policies in modern history have delivered outsized returns like Taiwan’s science parks. What began as a bold experiment in clustering talent and technology amid the rice fields of Hsinchu has, over four decades, forged the physical and institutional backbone of the global semiconductor industry. In the process, it transformed Taiwan from a low-end textile and assembly economy into one of the world’s most strategically vital manufacturing hubs.

For decades, making chips faster meant shrinking transistors. That approach is hitting physical and economic limits. The semiconductor industry has found a powerful alternative: instead of building one giant chip, engineers now place several smaller chips side by side or stack them vertically inside a single package, connecting them with ultra-fast internal wiring. This is advanced packaging, and it has become the most critical bottleneck in the global AI supply chain.

Touch Taiwan lacks the global profile of Computex. Running frm April 8 to 10 at the Taipei Nangang Exhibition Center, it remains a smaller event, traditionally attended mainly by industry insiders. This year, however, the show deserves broader attention, not only for its display technology, but for what the exhibitor mix, keynote themes, and expanding supply chain participation reveal about Taiwan’s technology sector.

Computex has long served as a barometer for the global technology industry. This year’s edition, running June 2–5 in Taipei under the banner “AI Together,” carries added weight. The first quarter of 2026 delivered a cascade of transformative developments: a landmark US-Taiwan trade agreement, hundreds of billions of dollars in new capital commitments, an intensifying supply crunch at the most advanced chip nodes, and the rise of Physical AI as the industry’s next organizing principle. Together, these shifts are realigning Taiwan’s technology economy. Computex is where these threads will converge in public.

TSMC plans to build nine factories in the U.S. as part of Taiwan’s US$250 billion investment commitment. Explore five key dimensions of this semiconductor expansion.

For decades, the companies that package and test the world’s semiconductors have been the unsung heroes of the chip industry. While designers like Nvidia grabbed headlines and foundries like TSMC earned Wall Street’s admiration, outsourced semiconductor assembly and test (OSAT) firms quietly handled the essential final steps of turning raw silicon into functional chips. That era of invisibility is ending fast. Fueled by the artificial intelligence revolution, Taiwan’s OSAT industry is stepping into the spotlight. The island controls 48% of the global OSAT market, employs over 130,000 skilled workers, and is home to five of the world’s top ten OSAT companies. What was once considered a commodity business has become an indispensable link in the AI supply chain.

TSMC showcased its Chiayi Advanced Packaging Fab 7, highlighting investment in Taiwan’s packaging capabilities. The site aims to meet AI-driven demand.

The Taiwan Institute of Economic Research reports a robust December 2025 electricity indicator, driven by the semiconductor industry’s growth. AI boosts demand, but traditional sectors lag.

Taiwan’s Electrical and Electronic Manufacturers’ Association lauds the U.S.-Taiwan tariff deal, highlighting reduced tariffs and strategic partnerships in tech and AI sectors.

Taiwan and the U.S. have reached a landmark trade deal, reducing tariffs to 15%. This agreement enhances Taiwan’s tech industry competitiveness and strengthens U.S. ties.

Burn-Jeng Lin of National Tsing Hua University warns that global efforts to create independent semiconductor supply chains may worsen talent shortages, hindering industry growth.

Taiwan’s role in the global AI server supply chain is crucial, says the Taiwan Printed Circuit Association. The report highlights Taiwan’s need to advance packaging technologies to stay competitive amid shifts in East Asia’s PCB industry.

President Lai Ching-te supports Taiwan’s semiconductor investments in the U.S., Japan, and Europe, aiming for global prosperity. He discusses Taiwan-U.S. relations and trade at the DealBook summit.

DIGITIMES’ Tech Forum in Taipei highlighted AI’s transformative impact on the semiconductor industry. Experts predict significant market growth and structural changes by 2026.

U.S. President Trump highlighted $270 billion in U.S.-Saudi deals at the investment forum, emphasizing economic ties. Tesla and Nvidia CEOs discussed AI advancements. Trump supports foreign tech talent to boost U.S. semiconductor industry, aiming to reclaim global production capacity.

Former Intel CEO Pat Gelsinger visits Taiwan to strengthen supply chain ties, host an industry dinner with Foxconn, and discuss energy and AI sector challenges.

President Lai Ching-te unveils a new AI initiative to secure Taiwan’s future. Plans include defense budget growth, international trade agreements, and semiconductor focus.

Taiwan ranks as the 14th wealthiest nation, driven by its semiconductor industry, surpassing Japan and South Korea. Experts urge focus on housing and wage growth.

President Lai Ching-te’s National Day address highlights Taiwan’s democratic progress, defense goals, and economic growth. He urges China to act responsibly and outlines social initiatives.

Taiwan’s semiconductor industry faces a talent shortage, with 34,000 monthly vacancies. Despite TSMC’s market dominance, filling roles in operations, quality control, and R&D is challenging.

Marc Hijink, a Dutch journalist, discusses ASML’s success in the semiconductor industry, highlighting strategic partnerships, innovation, and global expansion. He emphasizes ASML’s flat organizational structure and its focus on long-term development, comparing it to TSMC’s model. Hijink also addresses challenges like talent management and geopolitical factors affecting the industry.