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00:00I'M PLEASED TO SAY I'M JOINED BY THE CEO AND YOU ARE THE LARGEST R & D FACILITY SO WHAT IS THE MAIN MESSAGE? SEMI CONDUCTORS IS HOTTER THAN EVER, FROM THE AI, THE DEMAND IS SKYROCKETING IN THE PUSH TO NEW TECHNOLOGY. WE CONTINUE TO SEE WAVES OF CONCERN, THE -- THE -- THE -- THE -- THE DEMAND COULD BE OVERHYPED. YOU ARE MOVING BEYOND LARGE LANGUAGE TO GREATER AI APPLICATIONS, WHAT DOES THAT MEAN? WE HAVE SEEN EXPONENTIAL INCREASE FOR SEMI CONDUCTORS AND WITH LARGE LANGUAGE MODELS WE HAVE SEEN NEW MODELS AND WE EXPECT THIS DEMAND MAY LEVEL OFF , THAT WILL NOT BE THE CASE. IN FACT ADOPTION OF AI WILL ACCELERATE AND YOU HAVE A TRANSITION TOWARD AI AND THE HETEROGENOUS MODELS DRIVING EXPONENTIAL INCREASE IN DEMAND FOR -- FOR ADVANCED COMPUTING, IT WILL NOT SLOW DOWN. YOU ARE AHEAD OF WHERE WE ARE TODAY, YOU SAW NVIDIA NOW WITH A SPECIALIZED GPU, DO WE HAVE THE TECHNOLOGY TO MAKE IT POSSIBLE? WE WILL HAVE TO BRING TO GATHER INNOVATION FROM ALL SIDES, WE WILL GET MORE COMPLEX MODELS AND HAVE TO HAVE A LOT OF PROGRESS AND INNOVATION, THIS CAN CHANGE QUICKLY SO WE NEED CHIPS. DESIGNS OF CHIPS, WE NEED TO ADJUST IN ORDER TO ENABLE THIS. [STATIC IN BACKGROUND] [INAUDIBLE] ENERGY CONSUMPTION IS EXPLODING, SO WE NEED INNOVATION AND TECH EVOLUTIONS TOWARD LOW POWER COMPUTING, TO BRING TOGETHER EVERYTHING. WHAT IS THE ROLE FOR -- FOR -- FOR EUROPE, BUT THEY HAVE -- HAVE -- HAVE PLANS IN -- IN THE COMING DECADE? WE HAVE TO WORK ACROSS THE CONTINENT TO ACHIEVE AGGRESSIVE REQUIREMENTS, ONE CONTINENT CANNOT DO THAT. WE NEED COLLABORATION TO CONNECT OUR STRENGTHS AND COMBINE THE BEST OF THE BEST. IF EVERY REGION TRIES ALONE, THEY CAN'T BE THE BEST AT EVERYTHING, SO WE NEED TO COMBINE OUR STRENGTHS. LIKE ASML IS A STRENGTH, R & D, AND IN AI, ANOTHER WAVE -- I BELIEVE WE HAVE TO MAKE SURE EUROPE STRENGTH POSITIONS US IN THE VALUE CHAIN. ANNABELLE: YOU'VE GOT MATERIALS FROM ASIA, GO ON -- ON WHERE EUROPE CAN GO WITH THE EDGE? WE HAVE EDGE APPS LIKE INDUSTRIAL ROBOTS AND AUTOMOTIVE IS A STRENGTH TO GROW IN THE VALUE CHAIN. THERE ARE DEPENDENCIES ALL OVER THE WORLD. WITH -- WITH ASML, SPECIALIZED EQUIPMENT, THEY -- THEY ANNOUNCED A DEAL WITH MISTRAL, WHAT DO YOU THINK ABOUT -- ABOUT THAT INVESTMENT? I FULLY, UH, AGREE THAT BEING A PLAYER IN THIS FIELD REQUIRES INVESTMENTS AND WE NEED TO INVEST AT A HIGHER SCALE. IS THERE ENOUGH APPETITIE E IN -- IN EUROPE AS WELL? EUROPE SHOULD STEP UP AND ASML IS A GOOD EXAMPLE. ARE THERE ENOUGH PROJECTS AS -- AS WELL TO BE INVESTED INTO -- INTO IN -- IN EUROPE? WE ARE DEALING WITH NEW TECH OPTIMIZED FOR AI, SO A LOT OF OPPORTUNITIES AND THE MISSING LINK IS TO STEP UP TO A BIG SCALE, TO RISK CAPITAL.

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imec CEO on Global AI Ecosystem

Luc Van den hove, CEO & President of imec, discusses his outlook for semiconductor R&D, as AI moves beyond large language models to other applications including physical AI. Van den hove also shares his view on the development of the EU semiconductor ecosystem and the pace of investment. He speaks with Annabelle Droulers on the sidelines of Semicon Taiwan on "Bloomberg: The Asia Trade". (Source: Bloomberg)

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The only daily news program focused exclusively on technology, innovation and the future of business from San Francisco. Hosted by Emily Chang.
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