Karl Breidenbach, Boston Consulting Group Global Semiconductor Procurement Leader, shares with Taiwan Talks the overall outlook of the global semiconductor industry in 2023 and the growing need for Taiwanese semiconductors as demand for advanced cutting-edge chips continues to rise. He speaks about the chip supply shortage and the timing of when it will ease. Breidenbach also touches on the rising demand for high-end chips, especially in the automotive industry, which heavily relies on TSMC. We also ask him about Taiwan’s leading position in wafer production and how the country's foundries compare with large recent investments from rivals, Samsung and Intel.
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