TAIPEI (TVBS News) — Amid the burgeoning demand for artificial intelligence (AI) applications, industry leaders have raised concerns over a looming supply crisis in the AI chain, primarily due to shortages in high-bandwidth memory (HBM) and advanced packaging capacities for AI chips.
Advanced Micro Devices (AMD) CEO Lisa Su highlighted these challenges, emphasizing the critical need for expanded production capabilities to meet the growing demand.
In response to these challenges, Taiwan's leading manufacturers, including Powertech Technology (力成), Taiwan Semiconductor Manufacturing Company (TSMC, 台積電), and ASE Technology Holding (日月光), have initiated efforts to increase their capacities in key HBM testing and advanced packaging areas.
This strategic move aims to mitigate the material shortages plaguing the AI supply chain, ensuring a steady flow of essential components for AI development.
The COMPUTEX event this week will showcase significant advancements in AI technology, with Micro-Star International (MSI, 微星科技) receiving the COMPUTEX gold award for its AI laptop, featuring 360-degree audio capture and automatic privacy protection.
Similarly, NVIDIA's "super chip," Spectrum Ethernet Platform, and software platform were all recognized for their potential to accelerate AI applications.
Jeff Yen, NVIDIA's APAC Technical Marketing Director, underscored Taiwan's pivotal role in their ecosystem, highlighting the collaborative efforts with Taiwanese partners to drive AI applications forward.
Chen Shin-hui, an assistant research fellow deputy researcher at the Chung-hua Institution for Economic Research, pointed out Taiwan's integral position in the global semiconductor supply chain, with a participation rate exceeding 60% in global products.
The advent of generative AI marks a critical period where Taiwan's supply chain plays a key role in addressing the hardware challenges posed by material shortages.
As the AI server demand for power supply triples compared to the past, advancements in power technology have become a crucial indicator to watch.
Taiwan's strategic expansions and innovations in the semiconductor and AI sectors not only address immediate supply chain challenges but also position the island as a central player in the global AI revolution.