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AI shifts semiconductor competition toward system integration: Experts
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Latest | FOCUS TAIWAN - CNA ENGLISH NEWS
Taipei, Aug. 3 (CNA) Artificial intelligence is reshaping competition in the semiconductor industry, shifting the focus beyond transistor scaling to advanced packaging, materials and system-level integration, experts said at a Taiwan-Japan semiconductor forum on Monday.
"Leadership will come from system-level co-optimization, not transistor scaling alone," Tsai said at the 2026 Taiwan-Japan Semiconductor Technology Forum.
According to his presentation, TSRI is already collaborating with Japanese partners on three-dimensional heterogeneous integration, advanced packaging, quantum computing, power devices and materials analysis.
AI and high-performance computing systems require greater bandwidth and computing power while posing growing challenges in power consumption, latency, cooling and structural stability, he said.
The forum, organized by the Taiwan-Japan Semiconductor Technology Association, focused on opportunities for bilateral semiconductor collaboration in the AI era.