SEMICON Taiwan 2024: accelerating the AI super cycle

It’s very easy to talk in high level terms about the importance of high-tech supply chain integration, but it’s only when you go to a show like SEMICON Taiwan 2024 that you can start to appreciate the complexity involved in achieving this goal in such a dynamic global industry that is pushing the pace of technological innovation at a scale and speed that has never been seen before.

If the industry is to grow from its current size of $600 billion to $1 trillion in the next seven years, as forecasted by Ajit Manocha, SEMI President and CEO, it will need to run like a well-oiled machine with companies, governments, and educational institutions throughout the world collaborating ever more closely to optimize R&D and manufacturing processes, boost environmental sustainability, and nurture new talent and innovation.

Judging by the enthusiastic mood at the event, the semiconductor industry is ready to embrace these challenges as it moves into what some analysts have described as the AI super cycle. As the home of the world’s most comprehensive semiconductor industry ecosystem, including chip manufacturing giant TSMC, Taiwan is set to play a pivotal role in accelerating the development of the key 3D IC, memory, packaging, cooling, and silicon photonics technologies that will drive this transformation.

As even the briefest of tours of the show floor at SEMICON Taiwan will show you, nowhere else in the world has the breadth and depth of experience, expertise, and ecosystem required to make the AI super cycle happen at scale.