According to comprehensive media reports, TSMC Chairman Liu Deyin attended a public speech last week and shared a speech titled "TSMC in the Artificial Intelligence (AI) Era". He mentioned that under the fragmentation of globalization, demands for national security have emerged, which has the greatest impact on the industry and economy. The hidden worry is that global innovation will slow down. He also expects Huida to become the world's largest semiconductor company.
Liu Deyin said that amid the fragmentation trend of globalization, TSMC customers pay more attention to manufacturing in different regions and gradually expand global layout in response to customer requirements. More importantly, they attract talents from around the world. When it comes to investing in the United States, Liu Deyin said that he has good communication with local labor unions in the United States and will continue to solve problems. It is also an opportunity for learning and growth.
Huida's Q3 financial report once again exceeded expectations. Research agency TrendForce pointed out that although Huida's high-end GPU shipments are strong, the recent wave of US bans has impacted its business in China. Huida has launched products that meet specifications in a timely manner. Such as H20, L20 and L2, but Chinese cloud companies are still in the testing and verification stage, and it is difficult to make a substantial revenue contribution in the fourth quarter. It is expected that the volume will gradually increase in the first quarter of 2024.
The global semiconductor industry is obviously concentrated. According to the top ten companies in wafer foundry revenue provided by TrendForce, TSMC topped the list in the first and second quarters, with revenue falling from 60% of the entire industry to 56.4%.
The rankings are TSMC, Samsung, GlobalFoundries, UMC, SMIC, Hua Hong, Tower Semiconductor, Power Semiconductor, World Advanced Technology and Crystal Integration, surpassing DB Hitek to return 10th place.
美中科技戰造成全球化分裂！劉德音示警：全球創新會放緩
綜合媒體報導，台積電董事長劉德音上週參加公開演講，以「人工智慧（AI）時代下的台積電」為題分享，提到在全球化分裂下，對國家安全的訴求浮現，對產業和經濟最大隱憂是全球創新速度會放緩（Slow down），他也預期輝達將成為全球最大的半導體公司。 劉德音表示，在全球化分裂趨勢中，台積電客戶更重視不同地區...
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