Ai Offers Unlimited Semiconductor Compensation

In  the past, the semiconductor industry, where personal computers and  smart phones were the driving force for growth, ushered in new growth  momentum this year, which was generated by the integration of artificial  intelligence (AI), big data (Big Data), and cloud computing (Cloud  Computing). The new trend of semiconductor ABC. With the accelerated development of AI technology and applications,  more powerful high-performance computing (HPC) chip support is needed,  and semiconductor companies naturally play an important role in the AI  generation.

The  AI technology has attracted attention from the market. In addition to  the Alphago equipped with the AI function to defeat the mainland  chess players and set off waves in the world, Alphago has only spent 2  years through advanced learning from amateur chess players to  professional Go 9 players. Therefore,  the industry is optimistic that AI will fully enter human life. System  manufacturers have established their own ecosystems to create faster big  data analysis and cloud computing mechanisms. The demand for HPC chips  to assist AI computing is also increasing. .

Huang  Renxun, the chief executive of Huida (NVIDIA), the market's godfather  of AI, spares no effort in promoting the application of AI into human  life. Huang Rendong pointed out that the most independent and powerful  scientific and technological assistance of human beings is emerging.  That is, AI technology has been widely used in different area. To  achieve the AI goal, deep learning methods must be used to allow the  machine to sense the environment and make judgments and decisions. In the first wave of the industrial revolution, the machine brought  productivity from manpower to automation, and AI can be seen as the  second wave of industrial revolution that can automate human  intelligence, and all industries will therefore be innovated.

Currently,  AI applications on the market can be said to be blooming everywhere,  but most applications such as smart speakers, face recognition, and  no-person shops can only use AI technology. However,  looking at the development of the AI market, it can be divided into  three major steps. First, let the machine use deep learning or machine  learning methods to collect the data needed, and the second is to let  the machine learn through to learn what is useful data. It is for the machine to learn and achieve the ability to make its own decisions and judgments.

In  order to achieve these three major steps, HPC chips are born, but in  different industries, the collection and use of data is not the same,  the major system manufacturers have to design for the characteristics of  different industries, have the HPC chip A special application chip (ASIC) for computing performance. Therefore,  IC design service providers who can provide customized  system-customized ASIC commissioning design services, Zhiyuan, Shixin,  etc., become the largest beneficiaries of the AI market, and drive  silicon intellectual property (IP) companies such as Liwang, M31. , Crystal heart and other industry orders are prosperous.

At  the same time, in order to establish a complete AI ecosystem, major  international companies also come to Taiwan to seek cooperation  partners, because only in Taiwan's complete semiconductor production  chain, can quickly design and mass production of AI application chips. Therefore,  including upstream IC design companies such as MediaTek, Raychem,  Sunplus, etc. have all launched AI chips to attack market opportunities.  Foundry wafer foundries such as Taiwan Semiconductor Manufacturing Co.,  Ltd. and UMC, and packaging and testing plants Riyueguang and Jingyuan  Electric, etc., have undertaken AI and HPC chip generation. The  industrial production business is expected to officially compete for  the AI chip market this year and become a beneficiary group under this  wave of AI.