人工智能时代信息通信技术产业的重塑：来自全球供应链的视角.pdf

1、黃欽勇Colley HwangChairman&CEO2025/8/5Reshaping ICT Industry in AI Era：Perspectivesfrom Global Supply ChainSemiconductor Industry is a Technology-intensiveand Capital-intensiveindustry.Industry Policy Migrate from“Wild”to“Central control“3Big Shift in Global StrategiesMobileTelecomGlobal StandardTech G

2、iants+US/CHNSmart ManufacturingCo-create Value with Brand+Volume+New Tech.Globalization vs.Anti-globalizationSemicon.FlashDRAMFoundryData AssetSource：DIGITIMES，2025/4System IntegrationLocal Manufacturing+SubcontractCE4New Driving Forces in AIoT StageComputingPowerSource：DIGITIMES,2025/2 SW/HW Integr

3、ation Biz Models Wonder LandTech.LeadApplication Driven Infra.Investment Platform ArchitectureAIoT Tech.Giants Cross ind.Domains Self-design ChipsHPCEdgeComputingTWN 1,180NVIDIA,3,400,42%Other US Companies,2,349,29%ROW,2313,29%TWN 1,180Korea 321Japan 187Holland 375UK+Germany 176China 76Asia1,764,22%

4、Europe,551,22%Source：DIGITIMES,2025/5Market Value Distribution of Global Semicon.IndustryTotal Market Cap.US$8 Tn in the Beginning of 2025 56CostBranding-CommunityBrands ReshapingEco-systemMonopolySupply ChainServiceInd.practiceSemiconductorsSupply ChainEnterprisesQuick ResponseTech LeadingConsumers

5、Cloud ServiceHidden value of foundryAIoTParadigm Shift of ICT Industry in the AI EraSource：DIGITIMES,2024/57Source：DIGITIMES,2025/5The Challenges Facing Semicon.IndustryTariff and Exchange RateNew Anti-globalization PoliciesSupply ChainMigrationRedSupplyChainFoundry StrategyBrandingValueMemory withSK,CXMT,YMTCAdvancedTesting&PackagingCapexand Cash FlowSpeak for OurselvesFounder&President of DIGITIMES Colley Hwang AI is eating software,software is eating the world,could hardware also eat AI?8THANK YOU