In view of the continuous variation of the epidemic, coupled with the incomprehensible confrontation between the United States and China on the level of technology, and even the volatile geopolitical changes, as well as the emerging technology field, the mid- and long-term structural demand for semiconductors has emerged; The operating environment of the Company presents a trend of coexistence of bullish and bearish factors. In the future, the semiconductor industry will be in a pattern of changes in both quality and quantity in the medium and long term. Quantity is the most obvious phenomenon reflected by the epidemic. Due to health concerns, semiconductors have created sudden new value in the transformation of medical care and digital life, and the demand has increased significantly.
The qualitative change is influenced by factors such as regional politics, system complexity, green manufacturing, and human resources. And what are the business opportunities, technological changes, global competition and cooperation, opportunities and challenges that Taiwan's semiconductor industry will face in the next 10 years? The following will make an in-depth discussion. Emerging technology fields will become the main driving force for the demand of Taiwan's semiconductor industry in the future In terms of business opportunities developed in emerging Shadow Making technology fields, including high-performance computing, smart cars, 5G, 6G, Internet of Things, smart cities, low-orbit satellites, biotechnology and medical care, Industry 4.0, Metaverse, etc., they are all in the next 10 years. Hot areas for innovative applications in the semiconductor industry.
As far as the new topic of the metaverse has been raised recently, it is expected that the metaverse will have the opportunity to be realized in stages in the medium and long term; my country is the world's second largest semiconductor supplier, and the role of the semiconductor industry is in the underlying technology structure of the metaverse. The back-end infrastructure construction under the Metaverse can provide technical support for a large number of application scenarios of the Metaverse. Although the advantage of GPU technology is still in the hands of Nvidia, it has even deployed the Omniverse platform ahead of time, showing Nvidia's top technology in the field of AI and high-performance computing. How More about this source textSource text required for additional translation information Send feedback Side panels