Dr. Dave Hwang joined Alchip in 2021 as General Manager of Alchip’s North America Business Unit. He also serves as Senior Vice President, Business Development. Prior to join Alchip, Dave served as Vice President, Worldwide Sales and Marketing for Global Unichip and in a variety of management and technical roles at TSMC.
Tell us a little bit about your company.
Sure. Alchip is the leading dedicated high-performance ASIC company. Our company has been publicly traded in Taiwan Stock Exchange since 2014. Through three quarters of last year, 89% of our revenue was driven by devices designed on 2nm to 7nm technologies. I’m the General Manager of Alchip’s North America Business Unit, which, through the third quarter of 2025, accounted for 83% of the company’s revenue.
What was the most exciting high point of 2025 for your company?
Oh wow. I’m not sure you can point to just one thing, because there’s so much going on. For instance, we taped out multiple customers’ 2nm product test chips based on our groundbreaking 2nm Design Platform. We also engaged with customers on high performance 2nm full product ASIC development. We also tapped out multiple 3nm large chip designs with advanced 2.5D packages. We also formally opened its three-dimensional integrated circuit (3DIC) design services and validated our 3DIC ecosystem readiness with results from its 3DIC test chip tape out. Last, but not least, we actively began fleshing out our proprietary ASIC system with milestone agreements with a hallmark of technology leaders.
What was the biggest challenge your company faced in 2025?
Our biggest challenge is our high-quality design resource required to fulfill customers’ demand. Our commitment to customers is to meet their time to market requirements.
How is your company’s work addressing this challenge?
In 2025, part of our engineering focus is to expand our design resource globally. For example, Vietnam and Maylasia.
What do you think the biggest growth area for 2026 will be, and why?
A: Interestingly, I think we’re going to see ASICs replacing standard products in a number of different AI applications. Industry forecast data shows AI ASIC market growth is accelerating sharply, with estimated revenues expanding from roughly $13B in 2024 to more than $150B by 2030 at a near 50% CAGR, reflecting that hyperscalers are shifting to purpose-built custom silicon. In our opinion, the AI ASICs needed for cloud training and inference will be the highest growth sector among all other segments.
How is your company’s work addressing this growth?
We believe that the winners are going to be those companies who offer excellence across the board. We continue to invest in the most leading-edge node design implementation and advanced packages from 2.5D to 3.5D. We work closely with our various ecosystem partners in all aspects to ensure our customer success.
What conferences did you attend in 2025 and how was the traffic?
We attended all of TSMC’s global events, along with Chiplet Summit, AI Infra Summit and the OCP global summit. Traffic at all of the TSMC events was outstanding..
Will you participate in conferences in 2026? Same or more as 2025
Yes, we’ll definitely participate in all TSMC global events and are actively assessing where else we should meet our customers and prospects in 2026.
How do customers normally engage with your company?
That’s always one of my favorite questions, because the answer is that there is no one, single way we engage with our customers. We engage with our customers at the point that they want to engage. That’s why we call it “application specific” services. We’re flexible. We’re transparent. We optimize our services to meet each customer’s very specific needs.
Also Read:
Alchip’s 3DIC Test Chip: A Leap Forward for AI and HPC Innovation
Alchip Launches 2nm Design Platform for HPC and AI ASICs, Eyes TSMC N2 and A16 Roadmap
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