The AI industry has been developing for many years, but never before has there been a global and continuous arms race between technology giants sparked by the emergence of ChatGPT. Taiwan undoubtedly plays a significant role in the AI competition among Microsoft, Google, Amazon, and mainland Chinese technology giants, and many companies will benefit from it. But what role does Taiwan play in the AI supply chain?
Taiwan’s industry plays an important role in the AI supply chain, participating in various aspects such as chip design, manufacturing, system integration, application development, and final product sales. Here are some specific examples of Taiwan’s performance in the AI supply chain:
Chip design: Taiwan’s chip design industry has developed into a leading global player, with many well-known chip design companies such as MediaTek and M31 Technology. In terms of AI chip design, Taiwan’s chip design companies have launched many high-performance, low-power AI chips and have performed well in the global market.
Manufacturing: Taiwan has rich experience and technology in semiconductor manufacturing, and many internationally renowned semiconductor manufacturing companies have factories in Taiwan. These companies can provide high-quality, high-efficiency chip manufacturing services that meet the demands of AI applications for high quality and high performance.
System integration: Taiwan’s system integration companies also have rich experience in AI applications. For example, in smart city applications, Taiwan’s system integration companies can integrate various sensors, monitoring systems, big data analysis, and other technologies to provide complete solutions.
Application development: Taiwan’s software development industry has also developed well and can provide various AI application development services in different fields, such as natural language processing, image recognition, and smart manufacturing.
Among the four roles mentioned above, there is no doubt that Taiwan has a global influence in Chip Design and Manufacturing. There are currently no companies with obvious global influence in the roles of System Integration and Application Development, but Taiwan is undoubtedly stepping up its efforts in these areas.