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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.

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

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.