ChatGPT chatbots have set off a boom in AI. At the industry summit held by Qualcomm, senior executives from TSMC, ASE and Qualcomm all believed that ChatGPT will have a major impact on people's lives.

(Photo by reporter Hong Youfang)

[Reporter Hong Youfang/Hsinchu Report] ChatGPT chatbots have set off AI (artificial intelligence) hotness, and high costs and energy consumption have also sparked different discussions. The top three semiconductor supply chain manufacturers TSMC, ASE, and Qualcomm all believe that ChatGPT will have a significant impact on people’s lives. It will have a significant impact, from the data center to the device side, it is expected to drive the development of semiconductor technology, stimulate the business opportunities for the popularization of personal device applications, and help drive the growth of semiconductors.

Qualcomm, the world's leading IC design factory, held an industry summit, chaired by Cao Shilun, Global Marketing Officer of the International Semiconductor Industry Association (SEMI) and President of Taiwan Region. Hou Yongqing, senior vice president of TSMC's Eurasian business and technology research, and Wu Tianyu, chief operating officer of ASE, the largest packaging and testing company, put forward their opinions and professional sharing on the emerging application ChatGPT with AI (artificial intelligence) as the core to drive the development of semiconductors.

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Chen Ruowen pointed out that anyone who has played ChatGPT should be able to feel that ChatGPT will have a major impact on human life in the next 10 years. From the perspective of semiconductor influence, ChatGPT has a large cost difference compared with existing search engines such as Google. In fact, the cost of ChatGPT will increase by 10 times. If existing cloud companies serve ChatGPT, they also need to build 10 times more data centers. This may cost too much to bear, and may go bankrupt within 3 months.

He believes that ChatGPT may have two types of costs under such a high cost situation. One is the business model that users need to pay every month, and the other is the cost of supply. Devices including mobile phones and PCs must also produce products with similar high-computing performance. Qualcomm and Microsoft have worked closely together and have invested in research and development of device-side computing for more than 10 years. These high-computing devices All terminals must adopt TSMC's advanced manufacturing process. It can be seen that the business opportunities of ChatGPT extending to the device terminal are very worth looking forward to.

Hou Yongqing, senior vice president of TSMC’s Eurasian business and technology research, said that although there were many AI-related applications in the past, they seemed to be more related to companies and research institutions than to individuals. Since ChatGPT came out, AI has become more relevant to people. Related, if the application of AI becomes more popular, it will stimulate the emergence of newer applications and drive the demand for existing products, which will increase by double digits or even more every year. This will also be expected to drive the growth of semiconductors, and it is worth looking forward to and observing. .

In terms of technology, when it is applied to the device side, the requirements will increase, higher computing power is required, and the power consumption should not be too high. The chip design will be further optimized, and the semiconductor supply chain will need to cooperate with each other.

Wu Tianyu, chief operating officer of ASE, mentioned that when he was a child, his grandfather always asked him to practice calligraphy, and when he grew up, he asked him to do handicrafts. After he came to the United States, he further asked him to learn how to repair cars. The purpose of these studies is to hope that he can do things well with his hand. , In many technological tools, he thought that dexterity is no longer a problem, just like his daughter is very smart, but her handwriting is not good. Since she uses a computer to type, whether her handwriting is good or not is another matter.

He said that when new tools come out, people need to constantly adjust to face and make good use of them. If ChatGPT is used as a new tool, users can make adjustments and make good use of it, and they will be able to make the most suitable place for individuals and specializations in a limited time. , if ChatGPT continues to increase and its value increases, I believe it will be good for the global economy and semiconductors.

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