ChinaTalk 中文版：打造矽盾：台積電與台灣的未來
Oct 11, 2024
Dive into the world of Taiwan's semiconductor industry! The discussion features the unique role of TSMC and its strategic management practices. Explore how Taiwan's government supports this high-tech sector and the fierce rivalry with Samsung. The impact of AI on chip manufacturing and the concept of 'Silicon Shield' take center stage. Moreover, hear about the cultural differences in international relations and how they shape Taiwan's global strategies. A fascinating insight into a dynamic business ecosystem!
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Samsung as Formidable Competitor
- Morris Chang called Samsung a "formidable" competitor.
- He was once invited to see Samsung's DRAM investment and told to just work for them.
AI's Impact on Semiconductors
- The rise of AI is impacting memory demand and chip packaging.
- AI servers require high-bandwidth memory (HBM) integrated with GPUs, driving demand for HBM and advanced packaging like CoWoS.
Taiwan's Unplanned Success
- Taiwan's semiconductor success was not a grand plan but a series of opportunistic developments.
- Early leaders focused on establishing basic infrastructure and adopting available technologies like RCA's.
