By Lisa Wang / Staff Reporter
Gudeng Precision Industrial Co (家登精密), a key supplier of extreme ultraviolet (EUV) and high numerical aperture EUV pods to Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), yesterday said it is confident about artificial intelligence (AI) demand over the next three to five years, brushing off fears of another technology bubble like the Dotcom bubble in 2000.“AI demand may seem a bit crazy. Our subsidiary, We Solutions Technology Co (家崎科技), helps assemble AI servers for Giga Computing Technology Co (技綱), but cannot fully satisfy customer demand, so it is expanding capacity,” Gudeng chairman Bill Chiu (邱銘乾) said at a media event in Taipei.“This is solid demand,” Chiu said. “Unlike previous tech bubbles, I believe the current demand is tangible rather than just hype.”
Gudeng Precision Industrial Co chairman Bill Chiu, sixth right, and representatives of other companies gesture at a media event in Taipei yesterday.
AI growth is especially “solid” for component suppliers such as printed circuit board makers and AI server assemblers, he said. In order to access chip supply faster, Elon Musk’s Tesla Inc and SpaceX are floating the idea about building their own TeraFab, and Gudeng has been approached to support the project, Chiu said.
