Chip Suppliers Bullish on AI Buildout

• Chip industry suppliers are 'extremely bullish' on the continued AI buildout.
• Phison projects being in the first year of a 10-year 'super cycle' based on order books.
• TSMC's need for chip-making tools has doubled since the end of last year, driven by customers like Nvidia.
• GPTC, an advanced packaging company, expects the 'super cycle' to last until at least 2030 and has added 50% capacity but still faces a manpower shortage with 200 open jobs.

Chip suppliers at SEMICON Taiwan are highly optimistic about the AI-driven semiconductor market, with some predicting a 'super cycle' lasting until 2030. Companies like Phison and GPTC report strong order books and increased demand, with TSMC's need for chip-making tools doubling since last year, although a manpower shortage remains a challenge.