At CogX Festival held in the UK in September, the world’s largest event focusing on artificial intelligence and transformative technology, Dr. Frank Huang, the founder and CEO of PSMC（Powerchip Semiconductor Manufacturing Corporation）, delved into the current state and future prospects of Taiwan’s semiconductor industry. Dr. Huang firmly stated that Taiwan plays a crucial role in the global semiconductor industry and will continue to lead innovation and development in AI hardware.
From the AI Hardware Capital to a Leader in Sustainable Development, Taiwan’s Semiconductor Industry Holds Global Influence
“Taiwan, as the global capital of AI hardware, possesses a unique and robust supply chain integration capability,” mentioned Dr. Huang. He pointed out that Nvidia chose to collaborate with Taiwanese companies such as TSMC（Taiwan Semiconductor Manufacturing Co., Ltd.）, Quanta, and Wistron due to this advantage. He firmly believes that no other country can challenge Taiwan’s leading position in this regard.
Dr. Huang further discussed the emerging direction in the AI field – portable AI chips. “While Nvidia’s AI chips have shown outstanding performance in data information AI, there is still significant room for development due to their high cost and limitations in AI functionality. Taiwan is actively developing and maintaining a leading position in this field,” he noted. He highlighted that portable AI chips can be applied in various areas, including IoT devices, edge computing, autonomous vehicles, smart manufacturing, where the demand for low-power and high-performance chips is increasing.
Regarding the development strategy of the semiconductor supply chain, Dr. Huang believes that the integration of memory chips and logic chips will become increasingly important.
“The rapid development of AI computing will drive the semiconductor industry towards heterogeneous integration and packaging, high bandwidth, and low power consumption. 3D IC packaging technology, System-on-Chip design, and Multi-Chip Modules will be crucial directions for the future semiconductor industry. Additionally, new-generation memory technologies such as DDR5 and GDDR6, along with new low-power semiconductor manufacturing technologies, will be key to the future development of AI hardware.”
In the face of global concerns about sustainable development, Dr. Huang stated that although Taiwan only provides suggestions as a participating organization in ESG matters, it is indeed a part of this field. He emphasized that substantial progress in this area requires innovative ideas.
Regarding Taiwan’s strategy of restructuring the global semiconductor supply chain and establishing foundries worldwide, Dr. Huang believes this is a necessary choice due to concerns about Taiwan’s geopolitical risks.
“Although the process might be challenging due to different regulations in different countries, Taiwan must adapt to local regulations and environments. However, it will ultimately succeed,” he said.
Dr. Huang also shared his thoughts on the potential future development between Taiwan and Europe: “Although Taiwan is just a small island, its influence in the semiconductor industry has been recognized by countries worldwide. With the intensifying political conflicts between China and Taiwan, global attention on Taiwan has correspondingly increased.”
“Regardless of who wins in Taiwan’s elections, Taiwan should continue to advance high technology and promote its development. Only when Taiwan can lead the high-tech industry will other countries pay attention to Taiwan.” Dr. Huang emphasized.
Dr. Frank Huang: Innovation is the Key to Taiwan’s Semiconductor Industry’s Continuous Leadership
In this era of rapid technological advancement, Taiwan’s semiconductor industry not only highlights its crucial position in the global supply chain but also demonstrates its leading advantage in driving innovation and development in AI hardware. Dr. Huang’s insights reveal Taiwan’s profound strength and future potential in the semiconductor and AI fields.
Faced with the changes and challenges in global politics and economics, Taiwan’s semiconductor industry’s strategic adjustments and technological innovation will be the key to its continued leadership.
Through continuous technological research and development, active international cooperation, and a deep understanding of sustainable development, Taiwan will continue to solidify its leading position in the global semiconductor industry. It will usher in a new chapter in the era of AI, painting a broader future blueprint for global technological development.
Dr. Frank Huang, founder and CEO of PSMC, also the founder of UMAX Computer Corporation. He has served as the chairman of the Taipei Computer Association and possesses profound insights and experience in the semiconductor and AI hardware industry.
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