S1E30: How The Rise Of AI Will Affect Taiwan's Semiconductor Industry

AI and Large Language Models like ChatGPT have significantly impacted the semiconductor business. These  technological developments have created new market opportunities and increased the need for constant innovation to keep up with the changing needs of the AI-powered world. The demand for powerful data processing and high-performance computing will increase as AI applications spread across numerous industries. This increase in demand has stimulated advancements in semiconductor technology, resulting in the creation of specialist chips and architectures that are best suited for AI-related tasks. The design and production of AI-specific chips like GPUs and TPUs, which are made to speed up AI computations, has seen a notable shift in the semiconductor industry. We are excited to host Dylan Patel on our show to share his experiences and talk about the rise of AI and its effects on the semiconductor industry. Dylan is Chief Analyst at SemiAnalysis, a prominent industry research firm holistically analysing