On the 16th, NVIDIA founder and CEO Jensen Jen-hsun Huang visited the new plant at the Tanzi Technology Park of Siliconware Precision Industries, a subsidiary of ASE Technology Holding. Together with Siliconware Chairman Alan Tsai, he presided over the inauguration of the facility, underscoring the close collaboration between Siliconware and NVIDIA. Huang praised Taiwan’s partners for rapidly scaling up CoWoS (Chip-on-Wafer-on-Substrate) production capacity and strongly advocated for Taiwan to invest in the AI ecosystem.

Huang noted that demand for CoWoS has surged significantly in a short period. Taiwan’s partners have swiftly ramped up production capacity, achieving a fourfold increase in less than two years. Additionally, CoWoS technology continues to evolve, with the more complex CoWoS-L surpassing the earlier CoWoS-S technology.

With the iterative advancements in AI processes, Huang emphasized that AI fundamentally revolves around machine learning. NVIDIA and its Taiwanese partners are manufacturing "AI supercomputers," and AI is poised to become mainstream, with applications in healthcare, education, transportation, manufacturing, and beyond. He urged Taiwan to invest in the AI ecosystem to stay ahead in this transformative trend.

Huang highlighted NVIDIA’s collaboration with TSMC for wafer fabrication and Siliconware for back-end packaging and testing. Their longstanding partnership spans AI chips such as GPUs and robotics. The scale of their collaboration has grown tenfold over the past decade and doubled compared to last year.

CoWoS production capacity remains in short supply. Huang remarked that the CoWoS-L process is even more complex than CoWoS-S, and production capacity continues to expand, with overall CoWoS capacity expected to see significant growth this year.

Siliconware emphasized that as demand for AI processors continues to rise, the development of semiconductor packaging and testing services becomes increasingly critical. Siliconware’s advanced expertise and capabilities in packaging are key to accelerating the volume production of new products. Beyond packaging, Siliconware also supports wafer testing, final product testing, and burn-in reliability testing.

Amid strong global demand for advanced packaging, ASE Technology Holding plans to focus on capacity expansion over the next three years. In recent years, Siliconware has aggressively invested in new facilities to strengthen production capabilities. Alongside the newly inaugurated Tanzi plant, the Erlin facility in Changhua is undergoing expansion, the Huwei plant in Yunlin is set to begin equipment installation this year, and preparations are underway for the Douliu and Houli plants. This concerted effort positions central Taiwan to become a major hub for advanced packaging production in the future.

Resource: 黃仁勳：台灣應投資AI生態系