Global Tech Trends & the New Taiwan–U.S. Tech Landscape: 5 Key Takeaways from Jefferey Chiu’s Insights

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<Taiwan-U.S. Tech Collaboration>

全球科技趨勢與台美科技新局｜第356場工商協進會講座觀察筆記

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The 356th Business Seminar hosted by the CNAIC about Taiwan-U.S. Tech Collaboration
The 356th Business Seminar hosted by the CNAIC about Taiwan-U.S. Tech Collaboration

On May 13, I attended the 356th Business Seminar hosted by the CNAIC. The event took place at the Taipei International Convention Center and featured Jefferey Chiu, CEO of Ansforce Technology and a prominent figure in Taiwan’s tech and knowledge communication community. He is widely known for his educational YouTube channel, Dr. Chu’s Tech Classroom, where he explains cutting-edge technologies with clarity and depth.

The seminar, titled “Global Tech Trends and the New Taiwan–U.S. Tech Landscape”, offered an exceptional overview of how AI, semiconductors, and cross-border innovation are shaping the next decade.

Here are my key takeaways:

AI Will Drive the Semiconductor Market to $1 Trillion by 2030

1. AI Will Drive the Semiconductor Market to $1 Trillion by 2030

According to TSMC projections cited by Jefferey Chiu, the global semiconductor market will reach $1 trillion by 2030. The biggest driver? High-performance computing (HPC) and AI, expected to account for 45% of total revenue.

Key AI applications fueling growth include:

  • AI PCs and smartphones
  • Augmented reality (AR) devices
  • Robo taxis
  • Humanoid robots
  • AI data center accelerators

This signals not only Taiwan’s continued role in global chip supply chains, but also leadership opportunities in advanced packaging, AI server infrastructure, and domain-specific silicon.

Every Company Will Have Its Own “AI Brain”

2. Every Company Will Have Its Own “AI Brain”

Jefferey Chiu shared a compelling vision: In the near future, every company will have its own AI brain. Employees will also have personal AI assistants—much like today’s smartphones, but far more intelligent.

For instance, TSMC has rolled out its internal AI system, tGenie, which now serves over 60,000 employees. This internal ChatGPT-like platform assists with:

  • Document generation and email writing
  • Code completion and translation
  • Workflow automation

This illustrates how AI will move beyond automation into core knowledge processes.

The Rise of Verticalized, Private-Cloud AI (AIGC)

3. The Rise of Verticalized, Private-Cloud AI (AIGC)

Chiu also introduced WonderSuite, a locally deployable generative AI system developed by Wanda AI. Built on a SmartGPT architecture with 6–12 billion parameters, it allows:

  • Each server to support over 100 endpoints
  • Secure deployment in private cloud environments
  • Use in highly regulated industries like finance, healthcare, and manufacturing

This trend reflects the localization of generative AI for enterprise use, prioritizing control, efficiency, and security.

AI Is Not About Mimicking the Brain—It’s Advanced Data Science

4. AI Is Not Brain Simulation—It’s Advanced Data Science

One of the most insightful segments was Chiu’s explanation that AI is not about mimicking the brain, but about analyzing large volumes of data to find patterns, build models, and make predictions.

He mapped this process against how the human brain learns:

  1. Data acquisition
  2. Pattern recognition
  3. Model formation
  4. Inference and prediction

He also outlined related technical fields like predictive analytics, pattern recognition, and self-organizing systems, showing the interdisciplinary nature of modern AI.

The Photographing with Doctor Jefferey Chiu

5. About Jefferey Chiu: Educator, Technologist, and Knowledge Communicator

Jefferey Chiu (also known as Dr. Chien-Chung Chu) holds a Ph.D. in Electrical Engineering from National Taiwan University and has received multiple awards during his time at Texas Instruments. He is the CEO of Ansforce Technology, and widely recognized for his clear and engaging tech education through his YouTube channel, Dr. Chu’s Tech Classroom.

He bridges academia, industry, and the general public, making complex technology topics accessible for professionals, students, and business leaders.

Can Taiwan Evolve From a Hardware Supplier to a Global Innovator?

Final Thoughts: From Foundry to Innovation Engine?

This seminar left a lasting impression. With AI and semiconductors becoming deeply intertwined, Taiwan has a rare opportunity to go beyond the “Silicon Shield” and shape the next wave of global innovation.

It will require more than just hardware leadership—it will take:

  • Cross-disciplinary talent
  • Stronger industry-academia collaboration
  • Proactive international partnerships

Let’s not just support the future. Let’s help define it.

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中華民國工商協進會主辦的第356場工商講座 - 台美科技合作
中華民國工商協進會主辦的第356場工商講座

5月13日下午，我參加了由中華民國工商協進會主辦的第356場工商講座，主題為「全球科技趨勢與台美科技新局」。主講人為知識力科技執行長、政治大學兼任助理教授曲建仲博士曲博，他同時也是科技知識平台「曲博科技教室」與 YouTube 頻道的創辦人，在科技產業界擁有深厚的實務與傳播影響力，是台灣少數能將產業、技術、財務與教育融合的大眾科技意見領袖。

講座現場座無虛席，吸引產官學各界人士參與，以下是我彙整的幾個關鍵觀察：

2030年AI將驅動半導體市場突破1兆美元

一、2030年AI將驅動半導體市場突破1兆美元

根據曲博引用 TSMC 預測，2030年全球半導體市場將達1兆美元規模，其中：

  • HPC/AI佔比達45%，成為最關鍵成長動能
  • 智慧手機25%、車用15%、IoT物聯網10%、其他僅5%

未來幾年半導體的需求，將由以下幾個AI應用場景強力推動：

  • AI個人電腦（AI PC）
  • AI智慧手機
  • AI擴增實境裝置（AR）
  • Robo Taxi（自駕計程車）
  • 人形機器人（Humanoid Robotics）
  • 資料中心AI加速器（Data Center AI Accelerator）

台灣廠商若能把握 AI 晶片、伺服器、記憶體與先進封裝（如CoWoS、3D封裝）技術，將在全球供應鏈中持續保有關鍵地位。

企業將擁有「超級大腦」，AI助理成日常標配

二、企業將擁有「超級大腦」，AI助理成日常標配

曲博以生動方式提出：未來每間企業都將擁有「超級大腦」，員工也將擁有自己的數位 AI 助理，就像今天每人都有一支智慧手機。

他以台積電內部 AI 系統「tGenie」為例，這個等同 ChatGPT 的企業版工具，已部署給 6 萬多位員工日常使用，能協助：

  • 撰寫公文、報告、郵件
  • 翻譯與知識搜尋
  • 程式自動生成與除錯

不只是辦公效率工具，AI 將成為企業營運的新骨幹。

生成式AI（AIGC）本地化部署將成大勢所趨

三、生成式AI（AIGC）本地化部署將成大勢所趨

講座中介紹萬達人工智慧的 WonderSuite 系統，為企業提供私有雲部署的AI聊天助理與應用平台，其架構基於 SmartGPT，但縮小至60–120億參數，使得：

  • 每台伺服器可支援百台終端裝置
  • 能在私有雲或內網中運作，提升資料保密性
  • 特別適用於金融、製造、教育等重視資料安全的產業

這點提醒我們：生成式AI不只是OpenAI的專利，國產AI模型與產業導向落地方案將是新一輪投資與創業熱點。

AI不是模擬人腦，而是資料分析技術的進化

四、AI不是模擬人腦，而是資料分析技術的進化

在簡報中，曲博強調：「AI 不是模擬人腦，而是從資料中找規律。」他將 AI 與人類學習行為對比，指出兩者皆需：

  • 先蒐集大量數據（Input）
  • 找出隱藏規則並建立模型（Model）
  • 根據新數據進行推論與預測（Inference & Prediction）

此外，他也詳細說明機器學習（ML）的多種別名與相關領域，例如資料探勘（Data Mining）、預測分析（Predictive Analytics）、自我組織系統（Self-organizing systems）等，讓非工程背景的與會者也能理解AI背後的知識體系。

我與曲博的合影

五、講者介紹：Jefferey Chiu 博士——融合產業、教育與知識傳播的科技推手

Jefferey Chiu 博士（曲建仲，曲博）擁有台灣大學電機工程博士學位，曾任德州儀器技術主管，獲頒多項國際工程獎項。他創辦的 知識力科技（Ansforce） 與 YouTube 頻道 曲博科技教室，長期透過深入淺出的方式推廣高科技知識與產業趨勢。

他不只是科技創業家，更是科技知識的民主化推手，深受學生、工程師、創業者與企業高層的信賴與喜愛。

從代工強國到創新引擎，台灣要如何迎戰AI浪潮？

從代工強國到創新引擎，台灣要如何迎戰AI浪潮？

這場講座不只是談趨勢，更點出了台灣的機會與挑戰。面對AI與半導體的共振式成長，我們不應只當矽盾背後的組裝者，更應思考：

  • 我們能否定義下一波AI應用？
  • 我們的AI是否能內嵌在產業現場？
  • 我們的決策者、工程師、商業團隊，是否能跨域共創？

這些答案，或許正逐步在你我今天的交流中萌芽。

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