Meeting Global Semiconductor Demand
REPORTER:
Taiwan’s tech leaders say their companies need to go global to keep up with worldwide demand for AI hardware.
Cliff Hou (SENIOR VICE PRESIDENT, TSMC):
To support our customer demand, TSMC alone right now in Taiwan, we are building 13 fabs in parallel. We have never done that before. At the same time, we are building another 5 to 6 fabs worldwide. So total close to 20 fabs. Well, in the past we can only do 4 or 5. Right now, you're almost 3, 4 or 5x to try to catch up but still you cannot meet the demand.
Hou was speaking at Semicon Taiwan, Asia’s biggest semiconductor trade show. Tech firms are looking beyond Taiwan’s borders, with Foxconn chairman Young Liu saying domestic production alone cannot meet the surging demand for AI hardware. MediaTek’s CEO shared his vision of how Taiwan might meet the challenge.
Rick Tsai (CEO, MEDIATEK):
It's really a global Taiwan supply chain. I think that's the main thing. Extremely critical. Taiwan is not just a domestic Taiwan, it's a global Taiwan. And we're doing that through huge investment, not just money, but human capital.
How countries can work with Taiwan to secure AI supply chains has been a major theme at Semicon Taiwan this year.
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Taiwan's Investments Abroad
REPORTER:
Taiwan’s tech leaders say Taiwan's expertise in manufacturing technology is going global to meet extreme demand growth for IT products not seen in over 30 years.
Cliff Hou (SENIOR VP, TSMC):
To support our customer demand TSMC alone right now in Taiwan, we are building 13 farms in parallel. We have never done that before. At the same time, we are building another 5 to 6 deaths worldwide. So total close to 20 fabs. Well, in the past we can only do 4 or 5 right now. You're almost three. 4 or 5 eggs. Try to catch up. I'm scared. You cannot meet the demand.
The executives from TSMC, MediaTek, Foxconn, ASE and Unimicron took the stage during a CEO Summit at Semicon Taiwan to discuss how to meet unprecedented demand for chips, servers and datacenter equipment due to the surge of AI.
Foxconn chairman Young Liu said Taiwan's 23 million people cannot possibly meet the volume of products needed, and the AI economy moves so fast that the whole world needs to work together.
MediaTek CEO Rick Tsai said Taiwan is best positioned out of all countries to deliver the speed and precision that AI demands – but Taiwan will do it by building the AI supply chain around the world.
Rick Tsai (CEO, MEDIATEK):
It's really a global Taiwan supply chain. I think that's the main thing. Extremely critical. Taiwan is not just a domestic Taiwan, it's a global Taiwan. And we're doing that through huge investment, not just money, but human capital.
How countries can work with Taiwan to secure AI supply chains amid global insecurity has been an overarching theme at Semicon Taiwan this year.
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Taiwan's Investments Abroad
REPORTER:
Taiwan’s global tech leaders say Taiwan's expertise in manufacturing technology is going global to meet extreme demand growth not seen in over 30 years.
Cliff Hou (SENIOR VP, TSMC):
This, uh, insatiable demand on AI demand and capacity. The challenge actually, compared to the pattern we see 30 years ago, we have never seen the demand increase that much.
To support our customer demand TSMC alone right now in Taiwan, we are building 13 farms in parallel. We have never done that before. At the same time, we are building another 5 to 6 deaths worldwide. So total close to 20 fabs. Well, in the past we can only do 4 or 5 right now. You're almost three. 4 or 5 eggs. Try to catch up. I'm scared. You cannot meet the demand.
The executives from TSMC, MediaTek, Foxconn, ASE and Unimicron took the stage during a CEO Summit at Semicon Taiwan to discuss how to meet unprecedented demand growth.
Foxconn chairman Young Liu said Taiwan's 23 million people cannot possibly meet the volume of products needed. He added the AI economy moves so fast that the whole world needs to work together.
MediaTek CEO Rick Tsai said Taiwan is best positioned of all countries to deliver the speed and precision that AI demands – but Taiwan will do it by building the AI supply chain around the world.
Rick Tsai (CEO, MEDIATEK):
It's really a global Taiwan supply chain. I think that's the main thing. Extremely critical. Taiwan is not just a domestic Taiwan, it's a global Taiwan. And we're doing that through huge investment, not just money, but human capital.
How countries can work with Taiwan to secure AI supply chains amid global insecurity has been an overarching theme at Semicon Taiwan this year.
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