The next phase of artificial intelligence (AI) growth would be driven by the large-scale deployment of integrated computing systems as the industry enters the “true industrialization of AI,” Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) AI and high-performance computing business development director April Li (李湘) said yesterday. AI agents are moving into enterprise workflows, while investment in specialized data centers and physical AI is accelerating, Li said in a keynote speech at the Semicon Taiwan IC forum in Taipei. “In this new era, market leaders will not be the ones who simply make better models, but those who build the most integrated systems,” Li said.
People walk past a display featuring artificial intelligence and data center imagery during Computex in Taipei on June 2.
Rather than relying on advances in individual chips or models alone, future AI infrastructure would increasingly need to integrate computing, memory, interconnects, storage and power management across chips, server racks and entire data centers, she said. The shift is being driven partly by soaring demand for AI inference — the process of using trained models to respond to requests and perform tasks, Li said.
