💡 [Semiconductors & AI] GlobalWafers Chairman Doris Hsu: Taiwan Becomes Global AI Engine, But Faces Huge Challenges in 'Power & Computing Power'

At the 'Crystal Chain Summit Forum' hosted by the Ministry of Economic Affairs, Doris Hsu, Chairperson of leading silicon wafer manufacturer GlobalWafers, was awarded the 'Ministry of Economic Affairs Professional Medal of Merit'. She delivered a speech on the outlook of the semiconductor supply chain in the era of AI, affirming the irreplaceability of Taiwan's semiconductor ecosystem while admitting that Taiwan is currently facing severe resource bottlenecks. 📌 Key points from Chairperson Doris Hsu: Semiconductor Material Outlook: Benefiting from large-scale capacity expansion by clients, the semiconductor material market is expected to see double-digit growth in the next two years, with both prices and volumes rising. Dual Role of AI: AI is, on one hand, the core engine driving the growth of semiconductor demand; on the other hand, it is the best tool to assist enterprises in procurement, human resource allocation, production, and R&D. Warning of 'Power & Computing Power' Crisis: Comparing GlobalWafers' operational experience across 18 factories in 9 countries, Taiwan's power supply is facing immense pressure, and computing power is also being tested. This has prompted many companies to begin globalizing their resource allocation rather than concentrating excessively in Taiwan. Core Assets – 'Trust' and a Complete Ecosystem: Taiwan's semiconductor industry's current globally significant position is no accident. It is built on trust accumulated over generations through technology, quality, and 'keeping promises'. From materials, packaging, testing equipment to chemicals, Taiwan has formed a very complete 'national-level ecosystem'. 💡 Editor's Note: Facing increasing difficulties in cross-strait division of labor and the challenges of domestic energy supply, how to maintain the golden card of 'trust' and ensure infrastructure stability will be key to whether Taiwan's semiconductor industry can continue to lead globally. 🗣️ Discussion time for Radio Taiwan International (RTI) Talk readers: In the face of the global AI wave, how do you think Taiwan should balance the supply of 'electricity and energy' while developing its high-tech industries? Welcome to leave your comments below to share your views! 👇