Heterogeneous integration and silicon photonics have become the main focus of the global semiconductor industry, according to experts who observed this year’s Semicon Taiwan trade show, which concluded earlier this month.
This year’s event highlighted artificial intelligence (AI) applications, which are driving innovations and integration across the semiconductor supply chain — from advanced chip production processes to integrated circuit (IC) packaging and testing, smart manufacturing and talent cultivation, Arisa Liu (劉佩真), a researcher at the Taiwan Institute of Economic Research’s (TIER) Taiwan Industry Economics Database, told CNA over the weekend.
Liu said heterogeneous integration — the process of combining multiple types of components, such as logic chips, memory, sensors, photonics and radio frequency modules, into a single compact system — was one of the major themes at this year’s show, as the industry works to build more powerful and efficient AI chips by integrating technologies with different functions.
Photo: CNA
In addition, Liu said traditional electronic signal transmission cannot meet the massive data-processing demands of the AI era, but that silicon photonics can meet those demands.
“Heterogeneous integration and silicon photonics have become the critical and strategic technologies of future semiconductor development,” Liu said. “Taiwan is expected to continue to play a key part in these important technologies by taking advantage of its advanced pure play wafer processes and IC assembly and packaging services,” she said.
Currently, Taiwan Semiconductor Manufacturing Co (台積電) is the global leader in the pure play wafer business, and ASE Technology Holding Co (日月光) holds the top spot in IC packaging and testing.
This year, Semicon Taiwan reported a record 1,200 exhibitors and more than 100,000 visitors.
According to the event’s organizer SEMI, next year’s event will take place on Sept. 2-4 and is expected to smash the records.
Jensen Huang (黃仁勳), founder and CEO of US-based artificial intelligence chip designer Nvidia Corp and Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) on Friday celebrated the first Nvidia Blackwell wafer produced on US soil. Huang visited TSMC’s advanced wafer fab in the US state of Arizona and joined the Taiwanese chipmaker’s executives to witness the efforts to “build the infrastructure that powers the world’s AI factories, right here in America,” Nvidia said in a statement. At the event, Huang joined Y.L. Wang (王英郎), vice president of operations at TSMC, in signing their names on the Blackwell wafer to
France cannot afford to ignore the third credit-rating reduction in less than a year, French Minister of Finance Roland Lescure said. “Three agencies have downgraded us and we can’t ignore this cloud,” he told Franceinfo on Saturday, speaking just hours after S&P lowered his country’s credit rating to “A+” from “AA-” in an unscheduled move. “Fundamentally, it’s an additional cloud to a weather forecast that was already pretty gray. It’s a call for lucidity and responsibility,” he said, adding that this is “a call to be serious.” The credit assessor’s move means France has lost its double-A rating at two of the
AI BOOST: Although Taiwan’s reliance on Chinese rare earth elements is limited, it could face indirect impacts from supply issues and price volatility, an economist said DBS Bank Ltd (星展銀行) has sharply raised its forecast for Taiwan’s economic growth this year to 5.6 percent, citing stronger-than-expected exports and investment linked to artificial intelligence (AI), as it said that the current momentum could peak soon. The acceleration of the global AI race has fueled a surge in Taiwan’s AI-related capital spending and exports of information and communications technology (ICT) products, which have been key drivers of growth this year. “We have revised our GDP forecast for Taiwan upward to 5.6 percent from 4 percent, an upgrade that mainly reflects stronger-than-expected AI-related exports and investment in the third
RARE EARTHS: The call between the US Treasury Secretary and his Chinese counterpart came as Washington sought to rally G7 partners in response to China’s export controls China and the US on Saturday agreed to conduct another round of trade negotiations in the coming week, as the world’s two biggest economies seek to avoid another damaging tit-for-tat tariff battle. Beijing last week announced sweeping controls on the critical rare earths industry, prompting US President Donald Trump to threaten 100 percent tariffs on imports from China in retaliation. Trump had also threatened to cancel his expected meeting with Chinese President Xi Jinping (習近平) in South Korea later this month on the sidelines of the APEC summit. In the latest indication of efforts to resolve their dispute, Chinese state media reported that