Chip Suppliers Bullish on AI Buildout
Speakers
Stephen Engle
— Chief North Asian Correspondent, Bloomberg
Summary
Bloomberg's Stephen Engle reports from SEMICON Taiwan, where chip suppliers are bullish on a prolonged AI-driven semiconductor supercycle. Companies such as Phison, TSMC, and GBTC cite order books and capacity constraints supporting demand into 2030. Some skepticism remains because of the industry's boom-bust history.
- SEMICON Taiwan attendees show extreme bullishness on continued AI buildout.
- Suppliers describe the current period as a potentially decade-long supercycle.
- Phison says it is in the first year of a 10-year AI/data-center NAND controller supercycle.
- TSMC says its need for chipmaking tools has doubled since the end of last year.
- Nvidia and other large customers continue ordering TSMC chips.
- GBTC, an advanced packaging firm, says the supercycle will last at least until 2030.
- GBTC cannot meet its order book at 50% capacity and faces a manpower shortage with 200 open jobs.
Ideas
Chip suppliers bullish on AI supercycle
Semiconductor suppliers at SEMICON Taiwan are showing extreme bullishness on a continued AI buildout, with some describing the current period as a multi-year supercycle.
First year of ten-year supercycle
Phison, a maker of NAND flash controllers used in data centers, believes the industry is in the first year of a 10-year supercycle based on its projections and order book.
TSMC chip tool demand doubled
TSMC, the world's largest semiconductor fab, says its need for chip-making tools has doubled since the end of last year, and demand is supported by Nvidia and other large customers continuing to order chips.
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