ITRI IEK director Su Mengzong believes that in the initial stage of AI, because of the large amount of data available in mainland China, the technology has been rapidly evolving and has made it one of the top two artificial intelligence technology powers in the United States. While smart achievements have led the world, the domestic demand market is expected to reach saturation by 2028, and artificial intelligence technology sales in mainland China must also start to explore overseas markets. If mainland Chinese enterprises wish to export their technologies, intellectual property rights, personal data Privacy and other laws and regulations must also be taken seriously.
On the other hand, mainland China has a huge demand for imports of semiconductors, which is far greater than the domestic demand for semiconductors. In the past, due to the need of national defense, mainland China invested more in systems engineering. In recent years, mainland China can be seen slowly Investment will focus on the semiconductor, key components.
Faced with the rise of the semiconductor industry in mainland China, Su Mengzong believes that even if Taiwanese companies do not compete with mainland China, South Korea, the United States and Japan are strong rivals in Taiwan's semiconductor industry. Therefore, Taiwanese businesses need not be overly alarmed but must consider How to choose partners under the precondition of mutual benefit, and also because Taiwan places relatively more emphasis on intellectual property, making Taiwan relatively advantageous when it cooperates with other countries.
Under the tide of this trend, Su Mengzong believes that Taiwan's subsystems and key component manufacturers must strive to join large platforms such as NVIDA and Intel, and on the other hand, application development can also be the focus of the industry in Taiwan.