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...

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.