semiconductor AI 結果共25筆

NVIDIA plans to establish its first Asia-based R&D center and the largest supercomputer in Taiwan, as announced by Chiou Chyou-huey from the MOEA. The decision reflects Taiwan’s allure due to its skilled workforce, semiconductor ecosystem, and ICT capabilities, with over 90% of AI servers manufactured in Taiwan. The focus is on advancing AI technologies and leveraging Taiwan’s manufacturing and biomedical sectors to enhance global AI systems.

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.

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.

Discover how TSMC’s groundbreaking $65 billion investment in Arizona, supported by the U.S. Department of Commerce with subsidies and loans, aims to revolutionize the semiconductor industry with the world’s most advanced 2-nanometer chips, creating thousands of jobs and bolstering AI technology.

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.

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.

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.

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.

The 11th Smart City Summit and Expo (SCSE) in Taipei, Taiwan, has successfully kicked off, featuring a wide array of exhibitors and international guests focused on smart city innovations and net-zero solutions. The event underscores Taiwan’s leading role in ICT and green transformation, setting a new attendance record and highlighting the importance of global cooperation in achieving net-zero goals.

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.

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.

The global PC market, after years of decline, is at a crossroads with the launch of AI PCs. Leaders like Intel and Nvidia are optimistic, while Taiwanese manufacturers showcase these innovations at CES. The market’s future hinges on further software developments and the adoption of AI-driven user experiences.

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.

KMT vice-presidential candidate Jaw Shaw-kong claimed that he invited Taylor Swift to perform in Taiwan in 2023, but she declined due to concerns over the island’s geopolitical risks. Jaw warned that without a peaceful environment, investors would be discouraged from investing in Taiwan, potentially hindering the modernization and progress of businesses. He criticized the DPP for escalating tensions across the Taiwan Strait and believed that the U.S.’s harsh rhetoric and threats could deter potential investors. However, Taiwan’s Ministry of Economic Affairs disputed these claims, stating that foreign investment in Taiwan reached US＄10.7 billion by November 2023, the second-highest rate in 15 years. The MOEA emphasized that ＂war risk＂ did not deter foreign capital, citing major semiconductor companies and AI companies that have recently invested significantly in Taiwan. With the general elections approaching, the MOEA urged Jaw not to damage Taiwan’s reputation for political gain.

Taiwan Color Optics subsidiary SemiLux International Holdings is preparing for a NASDAQ listing in January 2024. The company, valued at $380 million, is set to make a significant impact in the realm of semiconductor technology, AI chip design, and autonomous driving solutions.

Kuomintang’s vice presidential candidate, Jaw Shaw-kong, proposes that AI should be considered Taiwan’s next ＂guardian mountain god＂ in a bid to position Taiwan as a leader in artificial intelligence. He advocates for the creation of an ＂AI Minister＂ position within various ministries, including the Ministry of National Defense and the Executive Yuan. Jaw questions the government’s plans for AI legislation and calls for a foundational AI law to address future challenges. He highlights the rapid advancements in AI technology and their ethical implications, praising the Taiwan Semiconductor Manufacturing Company for its contributions. Jaw emphasizes the importance of supporting academic research and corporate AI initiatives, arguing that integrating AI technologies could enhance military efficiency, a crucial consideration given Taiwan’s limited armed forces personnel.

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.

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.

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.

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.