The development of artificial intelligence (AI) has made the importance of semiconductor industry increasing day by day. AI-based construction related technologies have become a focus of high attention in the market. The most anticipated areas are silicon photons, power supply efficiency, and heat dissipation solutions.
According to the two-week journal of "Financial Information", the Institute of Technology and SEMI International Semiconductor Industry Association jointly held the "Crystal Link Summit Forum" on September 9. SEMI Global Marketing Director and Taiwan Region President Cao Shiling said in the forum that many countries are currently actively creating semiconductor supply chains, but they must cooperate in order to move the semiconductor industry to the next generation. "No country can fight alone."
Kawahiro Kawasaki, deputy representative of the Japan-Taiwan Exchange Association, expressed his views on Cao Shiling. He said that Japan and Taiwan cooperated with Kumamoto, Taiwan, to use the Taiwan Electric Kumamoto factory to serve as the center for developing semiconductor supply chains; in contrast, the United States will collect semiconductor taxes for countries that do not invest in local factories. If it is really implemented, it may cause great harm to Japan, because Japan's semiconductor industry is still in the stage of "restored energy."
Taiwan has the advantages of different quality integration, can overcome the extreme limits of Mor's lawKawakawa believes that Taiwan's semiconductor industry is the world's leading position. Even in the face of the threat of semiconductor tax responsibilities, the situation is still more interesting. "If Taiwan's semiconductor industry cannot be obtained, the US AI industry will be in danger." In fact, the US has issued semiconductor taxes, which is not good for other countries or themselves. "It is unwise to do this."
Chen Zhengfang, general manager of the digital microfilm product department and deputy engineering director of the engineering department of Applied Materials, also said that Taiwan is a major semiconductor development town, and businessmen are willing to serve customers nearby, and have good manufacturing teams and outstanding talents. These advantages are the main reasons why Applied Materials decides to invest in Tainan Science Park.
Chen Zhengfang specifically mentioned that Taiwan's semiconductor industry has the advantages of heterogeneous integration and can overcome the limits of Morrow's law. "In terms of developing AI, Taiwan can play a very important role."
Speaking of AI basic construction, Wu Tianyu, executive director of Sun and Moonlight and chairman of the global board of directors of the International Semiconductor Industry Association, pointed out that "the future focus of AI basic construction will be silicon photons", and the next focus is energy management, which should be understood by both the industry and the government.
Silicon photons, energy, and heat dissipation have become the focus of the marketSudixi, Director of Ultramicro Semiconductor Technology, said that AI requires a lot of computing and must improve the power usage efficiency. "The challenge afterwards is whether there is enough power to use."
The Fiscal News pointed out that Sudish further explained that the density of the transistor on the chip is getting higher and higher, and more heat will be generated, so good heat dissipation solutions are needed, which means that better cooling technology must be developed. "Heat energy engineering is the focus of future development. We must monitor our products at any time, and how much heat will be generated during the operation process, and we must eliminate the heat."
"We used to use air-cooling, but in the future we will gradually turn into liquid-cooling." Su Dixi emphasized that cooling technology is still in progress, hoping to produce a better liquid-cooling system.
As for how industries should be affected by current geopolitical variables? Wu Tianyu believes that in addition to strengthening her strength, she also has to find partners and choose partners who can complement each other in areas such as technology, market, and core capabilities, so that she can continue to move forward due to changes in external circumstances.
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