Broadcom made a shocking prediction during its earnings call, stating that by 2027, the company could have a market opportunity in the artificial intelligence (AI) chip sector ranging from $60 billion to $90 billion. This forecast signals that the AI boom in the semiconductor industry is surpassing industry giant NVIDIA. Broadcom CEO Hock Tan mentioned that three major hyperscale cloud computing clients plan to deploy over 1 million XPU clusters in the coming years. Image Source Note: Image generated by AI, image licensed.

SoftBank is in discussions with Intel to collaborate in order to challenge Nvidia's market dominance in the AI chip sector. As a globally recognized investment company, SoftBank is increasingly interested in the AI chip market and seeks to partner with traditional chip manufacturer Intel to enhance its market position. Intel's transformation strategy and AI chip development make it an ideal partner. The potential synergies from this collaboration are attracting attention, and market analysts believe it will have a profound impact on the AI chip industry. With the rapid advancements in artificial intelligence technology, AI chips are crucial for applications like autonomous driving.

According to a report by The Information, leading artificial intelligence company OpenAI is actively exploring the development of its own AI chips. This move not only demonstrates OpenAI's ambition in technological innovation but also reflects the current pressure on chip supply in the AI industry. The report reveals that OpenAI has engaged in talks with chip manufacturing giant Broadcom to discuss plans for developing new AI chips. This development indicates that OpenAI is seriously considering

Samsung Electronics reported a 77.9% year-on-year decline in operating profit in the third quarter, with losses in its chip business. The company aims to launch the sixth generation of high-performance HBM4 memory chips in 2025 to compete for dominance in the AI chip market. The demand for HBM memory continues to grow to support AI systems, data centers, and machine learning platforms. Samsung has been competing with SK Hynix for dominance in the HBM memory market. In 2016, Samsung commercialized HBM memory, becoming the first to enter the AI memory chip market.

The EU is investigating NVIDIA's monopolistic position in the AI chip market. The French antitrust authority has searched NVIDIA's French offices as part of the investigation into illegal monopolistic behavior. The European Commission is informally discussing whether NVIDIA has manipulated the AI chip market. If NVIDIA is confirmed to be monopolizing the market, it could face fines in the billions of dollars.