At the SEMICON Taiwan 2024 Master Forum, technology leaders, including executives from ASE Investment Holdings, TSMC, Samsung Electronics, and Google, discussed the evolving opportunities and challenges presented by artificial intelligence (AI). The panel, titled “AI Chip Fireside Chat,” focused on AI’s potential to transform industries, drive growth, and reshape job markets.
Tien Wu, CEO of ASE Technology Holding, underscored the rapid adoption of AI technologies, citing ChatGPT’s growth as a prime example. TSMC’s Yujie Mi predicted that AI will bring immense opportunities, particularly for semiconductor firms, with estimates of a 50% compound annual growth rate in the coming years. He noted that AI could strengthen production processes and benefit major economies with advanced manufacturing capabilities.
Samsung’s Jung-Bae Lee took a cautious stance, acknowledging the disruptive effect AI may have on jobs while also recognizing the potential for new opportunities, particularly in edge AI solutions. He stressed the importance of adapting regulations to support AI’s integration into society.
The consensus among panelists was that countries like Taiwan, South Korea, and the United States are poised to benefit from AI, given their dominance in hardware, production, and cloud platforms. However, long-term investments will be crucial to realizing AI’s full potential.
