Intel CEO Chen Liwu recently shared his views on the 'second half of the computing power war,' revealing how artificial intelligence (AI) is reshaping the global semiconductor supply chain. According to his analysis, the rapid advancement of AI technologies is driving profound changes across the semiconductor industry, from design and manufacturing processes to packaging techniques and supply chain configurations.
Chen highlighted that the competition for computing power has entered a new phase, where AI's continuous evolution demands higher chip performance, energy efficiency, and cost effectiveness, prompting a accelerated restructuring of the global semiconductor supply chain. These shifts are expected to affect the entire ecosystem, from wafer foundries to end-user applications. Intel's own strategic initiatives are being realigned to meet AI demands, aiming to secure a key position in next-generation computing architectures.
