{"id":7087,"date":"2025-12-30T15:30:35","date_gmt":"2025-12-30T07:30:35","guid":{"rendered":"https:\/\/witology.com.tw\/?p=7087"},"modified":"2026-01-01T15:50:28","modified_gmt":"2026-01-01T07:50:28","slug":"_2026-gpu-tpu","status":"publish","type":"post","link":"https:\/\/witology.com.tw\/en\/post\/7087\/","title":{"rendered":"December_2026 Technology\/Semiconductor Trend Forecast\uff5cGPU and TPU Driving Overall Demand"},"content":{"rendered":"<p><strong>Author: Mr. Lin Weizhi, Executive Vice President, Ji-Pu Industrial Trend Research Institute<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><strong>\u00a0<\/strong><strong>&lt; AI<\/strong><strong>Wafer &amp; Manufacturing<\/strong><strong>&gt;<\/strong><\/p>\n<p>The explosive demand for AI infrastructure is pushing the chip industry into a new round of structural tightness. From the supply side, the global semiconductor manufacturing system (including IDMs, foundries and OSATs) has seen double-digit growth in 2024 and 2025, and the tightness in 2026 has not been alleviated. The problem is no longer just a boom cycle, but the superposition of multiple structural factors. First, the rapid expansion of HBM<div class=\"su-members member_login_text\" style=\"background-color:#ffff80;border-color:#cc9900;color:#663300\">For more details, please register or log in.<a href=\"\/log-in\/\">Member Login<\/a>.<\/div>","protected":false},"excerpt":{"rendered":"<p>\u4f5c\u8005\uff1a\u667a\u749e\u7522\u696d\u8da8\u52e2\u7814\u7a76\u6240\u57f7\u884c\u526f\u7e3d \u6797\u5049\u667a &nbsp; \u00a0&lt; AI\u6676\u7247\u8207\u88fd\u9020&gt; AI \u57fa\u790e\u5efa\u8a2d\u7684\u7206 [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":7090,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"rank_math_title":"","rank_math_description":"2025\u5e74\u5e95\uff0cGoogle \u7684Gemini 3\u63a8\u51fa\u5f8c\u4e0d\u51e1\u7684\u8868\u73fe\uff0c\u8b93Google TPU\u7684\u8a0e\u8ad6\u5ea6\u4f86\u5230\u4e86\u4e00\u500b\u65b0\u7684\u9ad8\u5ea6\u3002\u5f9eTPU\u7684\u6548\u80fd\u3001\u5149\u8def\u62d3\u64b2\u7684\u91cd\u5851\u3001\u6574\u9ad4\u6676\u7247\u7684TCO(Total Cost of Ownership)\u7b49\uff0c\u5927\u5bb6\u90fd\u5728\u554fTPU\u662f\u5426\u6709\u6a5f\u6703\u5c07nVIDIA\u7684GPU\u7cfb\u5217\u62c9\u4e0b\u795e\u58c7\u3002\u751a\u81f3\u4e5f\u6709\u5c08\u5bb6\u4eba\u8a8d\u70baGoogle \u8edf\u9ad4\u5e73\u53f0XLA \/ PALLAS \u56e0\u70ba\u6709\u6a5f\u6703","rank_math_focus_keyword":"Google TPU\/GPU","rank_math_robots":null,"footnotes":""},"categories":[52],"tags":[],"class_list":["post-7087","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tech"],"_links":{"self":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts\/7087","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/comments?post=7087"}],"version-history":[{"count":7,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts\/7087\/revisions"}],"predecessor-version":[{"id":7181,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts\/7087\/revisions\/7181"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/media\/7090"}],"wp:attachment":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/media?parent=7087"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/categories?post=7087"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/tags?post=7087"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}