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The global automotive market has seen a sharp rise in Chinese electric vehicles this year, which has slowed down the growth of electric vehicles. Within half a year, Pegatron, Inventec, and Wistron have successively established joint laboratories with major automotive semiconductor manufacturers, targeting the new generation Automotive electronics market.

2025 CES will be held from the 7th to the 10th. Huang Renxun, CEO of NVIDIA, will give an opening keynote speech on the morning of the 7th, Taiwan time. With AI as the main axis, new products such as robots, servers, and graphics cards will be launched. Toxin stated that investors will focus on topics such as AI and humanoid robots, and expect NVIDIA to bring new stimulating momentum to the Taiwanese AI supply chain.

With the continuous advancement of artificial intelligence (AI) technology, although Nvidia GPUs have a leading position in the field of AI computing, more and more companies are choosing to develop their own AI ASICs, especially cloud companies, which are more actively deploying. This effect In addition to driving the expansion of AI ASIC's own market size, it also contributes to the printed circuit board (PCB) industry, especially in terms of improvements in specifications and usage. Although Taiwanese manufacturers are still a minority in entering Huida AI server boards, they are still in the With the rise of AI ASIC, Taiwan's PCB board and material factories have great potential.

NVIDIA demonstrated AI GPU technology at IEDM 2024, the global semiconductor leadership conference in the United States, and mentioned that silicon photonics technology will help chip-to-chip connections in AI data centers in the medium and long term. This statement has caused great concern in the semiconductor industry, highlighting the potential of silicon photonics technology to promote AI technology.

CoWoS seems to be the hottest semiconductor technology in recent years. TSMC Senior Vice General Manager and Deputy Co-Chief Operating Officer Zhang Xiaoqiang said at this year’s TSMC Hsinchu Field Technology Forum, “If you have never heard of CoWoS, you must be an alien.”

Looking forward to the semiconductor market next year (2025), Chen Huiming, a well-known semiconductor analyst and now a managing partner of Hong Kong Juxin Capital, said today that global semiconductors will still grow by 12.5% ​​in 2025 driven by AI, of which TSMC’s revenue is expected to increase again With a growth of 25%, its growth momentum next year will remain strong and will drive the performance of Taiwan stocks next year.