The future driving force for the growth of the IC market: artificial intelligence AI will become the growth of the global semiconductor market growth

IC   design company   etron   technology   chairman and   ai   chip   taiwan   alliance   ( Aita)   person in charge   nicky   Lu   said that artificial intelligence AI will become the growth of the global semiconductor market growthThe main application.

IC   design company   etron   technology   chairman and   ai   chip   taiwan   alliance   ( AITA)   person in charge   nicky   Lu   indicate, artificial intelligenceEnergy   (ai)   will become the main application to promote the growth of the global semiconductor market.

Lu believes that the development of artificial intelligence in the next three to five years will be crucial. Due to Taiwan's key role in the global semiconductor industry, artificial intelligence development may become another economic lifeblood of the country.

Lu also pointed out the importance of the common progress of artificial intelligence software and hardware development, because both are necessary to achieve better results.This is why Lu is optimistic about the development of artificial intelligence on the film.

It is estimated that by the year of   2030   in the year, the market value of AI & Nbsp; software may reach   80   trillions of dollars, which profoundly affects various markets such as finance, national defense, consumption and food.Artificial intelligence hardware is expected to reach $ 2 trillion.Based on this, artificial intelligence software may increase the value of semiconductor   40   times.

Lu will compare the current artificial intelligence industry to Taiwan's semiconductor industry 30 years ago, and added that the current investment will be rewarded in the future.

At present, the use of artificial intelligence is targeted, which means that it meets the needs of users.Lu believes that in the future, all target -oriented applications can be solved with artificial intelligence, and will be replaced by increasingly professional artificial intelligence and become a circular chain.

Lu said that the complexity of the industrial cycle means that Taiwan must develop young talents from now on, and pointed out that artificial intelligence requires a large number of software applications. This is the current pain point of Taiwan.

The semiconductor industry in Taiwan will begin mass production of 3 nanometer chips in 2023, and start to develop 1.5 nanometer.Lu believes that Taiwan's foundation in semiconductor will keep it in the industry's leading position for another 10 years, but then, system applications dominated by AI will become the key.

In order to strengthen the semiconductor industry, Taiwan must establish its artificial intelligence and micro -system capabilities.Taiwan already has semiconductors, artificial intelligence design and systems without other countries.Therefore, ETRON   optimistically believes that Taiwan can get global   ai   chip market share of global   20%  chip.

At present, Yichun's AI layout includes a visual system with memory.According to Lu, customers have already placed orders and received samples.

Taiwan's IC design white paper pointed out that the mainland's active development of mature processes may surpass Taiwan's IC industry in the future.Lu   also has the same concerns, and agree that Taiwan's "Chip Law" should provide resources for   IC & Nbsp; design and   ai   development.

It should also invest more government resources to solve the problem of talent shortage in Taiwan, and pointed out that children of only   8   years old can start learning   ai   abilities.In addition, in addition to general education, industrial education, including AI campus。

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