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Japan's state-backed Rapidus Corp. has begun adjusting its chipmaking equipment and is expected to start test production of advanced semiconductors by the end of this month. This is a crucial step for Rapidus as it pushes to enter the artificial intelligence (AI) components market. The two-year-old startup aims for mass production of 2nm semiconductors by 2027, aiming to rival Taiwan Semiconductor Manufacturing Company (TSMC), a leading semiconductor manufacturer. Image Caption: Image

Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest semiconductor manufacturer, announced plans to invest at least $100 billion in the United States over the next four years to build multiple new chip fabrication facilities. The announcement was made at a press conference with former US President Trump. TSMC CEO C.C. Wei stated that the investment would primarily focus on expanding its Arizona facilities. Wei added, "We will produce many AI chips to support the progress of Artificial Intelligence." This new commitment builds upon TSMC's previous pledge of a $65 billion US investment.

Ibiden Co., as a major chip packaging substrate supplier for Nvidia's cutting-edge semiconductors, is considering accelerating its production capacity to address the growing market demand. Ibiden's CEO Koji Kawashima stated that the sales of substrates for AI applications are strong, and customers are rapidly depleting existing inventories, a demand expected to continue into next year. Currently, Ibiden is constructing a new packaging substrate factory in Gifu Prefecture, Japan, which is scheduled to be completed in 20

Doug LeFevre, CEO of Advantest, the world's largest chip testing equipment supplier, stated that if investment in data centers slows down, the demand for AI smartphones may help certain areas of the semiconductor industry avoid a 'vicious' recession. LeFevre indicated that he is closely monitoring whether spending by large U.S. tech companies in the AI sector is slowing down. Meta, Google, and Microsoft have been major investors in data centers that provide significant computational power. LeFevre stated that the construction of data centers...

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

South Korea has seen its semiconductor exports reach an all-time high due to the soaring global demand for artificial intelligence, prompting the government to significantly increase its economic growth forecasts. According to the Ministry of Economy and Finance's statement on Wednesday, the government predicts that the country's gross domestic product will grow by 2.6% this year, which is 0.4 percentage points higher than the previous forecast. Meanwhile, the inflation rate remains unchanged at

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.