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.

Recently, Deloitte released a report highlighting that the global semiconductor industry is experiencing a severe talent shortage. The report indicates that by 2030, the global semiconductor industry's revenue is expected to reach $1 trillion, but to achieve this goal, the industry will need to add over 100,000 technical workers each year. With the rapid development of advanced technologies such as Generative AI (GenAI), the demand for highly skilled talent in the semiconductor industry is increasing. However, intense competition in the industry is making it increasingly difficult to attract and retain this talent. Deloitte's research also emphasizes that...

Recently, a report from Bain & Company warned that with the surge in demand for AI semiconductors and AI smartphones and laptops, the world may face the next chip shortage. It’s worth noting that the last large-scale semiconductor shortage occurred during the pandemic, when supply chains were disrupted and demand for electronic products soared due to everyone working from home. Now, tech giants are scrambling to purchase graphics processing units (GPUs), particularly those from Nvidia. These GPUs are the secret weapon for training large AI models.

Recently, globally renowned chip manufacturers TSMC and Samsung have been actively discussing plans to build a large semiconductor factory in the United Arab Emirates (UAE). It is reported that this project may involve multiple factories, with a total investment exceeding $100 billion, funded by the UAE, while the United States will oversee the operations of the factories. Image source note: Image generated by AI, image licensed from service provider Midjourney. Additionally, Samsung is also considering the establishment of new chip factories in the UAE in the coming years.

Intel's 2024 plans are steadily progressing. The company announced that its latest AI accelerator, Gaudi 3, is expected to be officially released next week. Gaudi 3 is hailed as Intel's AI hero, designed to handle large-scale training and inference tasks with unlimited scalability. Intel CEO Pat Gelsinger first previewed this accelerator at last year's 'Intel AI Everywhere' conference. In the subsequent 'Intel Vision 2024' event, Intel reiterated...

Recently, as reported by The Information, the prominent generative AI application giant OpenAI is in talks with several chip design companies, including Broadcom. The focus of these discussions is the development of new AI chips. OpenAI is exploring the possibility of manufacturing its own AI chips, a move that could not only achieve efficient integration of software and hardware but also alleviate the current shortage of AI chips.Image source note: Image generated by AI, licensed service provid

The U.S. Department of Commerce has just announced a significant $4 billion investment aimed at supporting domestic semiconductor wafer production and advancing American technology. This investment is part of the CHIPS Act, intended to boost domestic semiconductor wafer production and enhance the U.S. technological prowess. The fortunate recipient this time is GlobalWafers, which has reached a preliminary non-binding memorandum of understanding (PMT) with the Commerce Department, securing this s

A research team from The Chinese University of Hong Kong and the Chinese Academy of Sciences has proposed a full modal pre-training paradigm called MiCo (Multimodal Context). This method has achieved significant results in the field of multimodal learning, setting new state-of-the-art (SOTA) records in 37 categories.

J.P. Morgan's Chief Economist Bruce Kasman stated that the technology sector in the Asia-Pacific region is experiencing growth driven by the semiconductor industry's boom. The global tech industry is facing challenges of high inflation and interest rates that weaken consumer spending. The tech sector may see moderate growth recovery in 2024. The semiconductor industry is closely linked to artificial intelligence, and the AI wave will drive overall growth in the tech sector. Companies like Nvidia and TSMC are benefiting from the AI frenzy. Singapore will invest over SGD 1 billion to enhance AI-related capabilities.

The Japan government-supported semiconductor research group collaborates with the U.S. startup Tenstorrent Inc. to design AI chips. Tenstorrent is working with the Japanese government to design AI chips based on the open-source RISC-V standard. The Japanese government is investing $67 billion to reclaim core status in the semiconductor industry. Tenstorrent collaborates with the government-supported startup Rapidus Corp. to produce the AI chips. Jim Keller is a Silicon Valley legend who has worked at Apple.

OpenAI CEO Sam Altman has recently raised billions of dollars for an artificial intelligence chip company, aiming to establish a global network of semiconductor fabrication plants and plans to collaborate with unnamed top chip manufacturers. Altman has been negotiating with several large potential investors to secure the massive funding needed for the fabrication plants. In the realm of generative AI computing, Nvidia has already released its next-generation GH200 Grace Hopper chips to expand its dominance in this field.

TCL Huaxing has released the world's first semiconductor display large model X-Intelligence. This model, developed in collaboration with Zhipu AI and supported by the National New Display Technology Innovation Center for private deployment, can read and understand technical papers and data in the global display field. It is primarily aimed at TCL Huaxing internal employees to accelerate product development processes and is used in various scenarios such as design assistance, answering questions, and training newcomers.

Nvidia plans to establish a series of semiconductor plants in Japan to meet the demand for artificial intelligence graphics chips, collaborating with Japanese companies to support advanced AI applications and strengthen Japan's AI technology infrastructure.

The Nvidia NeMo project demonstrates the application of generative AI in semiconductor chip design, training large language models on internal data to enhance productivity. The research highlights the potential of Nvidia NeMo to provide customized AI models in the semiconductor sector, offering a competitive edge. Nvidia's custom large language model, ChipNeMo, has applications that include chatbots, code generators, and analytical tools, providing a comprehensive boost to semiconductor design.

NVIDIA showcased its new AI processor chip GH200 and the AIWorkbench functionality. NVIDIA's stock price has risen over 200% this year, solidifying its leadership in the AI sector. The author emphasizes NVIDIA's near-monopoly status in the semiconductor field and the important task lawmakers have in regulation.