Artificial intelligence companies warn of bottlenecks

Taiwanese AI supply chain companies anticipate robust growth due to accelerating AI investment, but warn of emerging bottlenecks in memory chips, advanced packaging, and semiconductor material analyses.
Msscorps Co highlighted that the analysis of semiconductor materials will gain importance as firms pursue more advanced technologies.
Nanya Technology plans to increase its R&D spending by up to 70% and double its output through capacity expansion to meet projected 20% annual growth in DRAM bits driven by AI demand.
Unimicron Technology expects AI-related business to account for over 60% of its revenue this year, driven by increased demand for advanced packaging materials.
Alchip Technologies reports AI-related projects make up about 80% of its revenue due to growing demand for custom AI chips from cloud service providers.
The industry faces new constraints as the slowdown of Moore’s Law emphasizes advanced packaging technologies like 2.5D packaging and chip-on-wafer-on-substrate.
Taiwan Stock Exchange plans to showcase its semiconductor ecosystem during Computex, anticipating around 40 IPO applications this year, about 40% of which will be AI-related.