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Asia’s chip giants hustle to maintain their edge over the US
Livemint
·
1y ago
Medial
The Wall Street Journal has published a series of articles delving into the global chip battle and the competition for leadership in the industry, which is expected to double in size to $1 trillion by the end of the decade. South Korea and Taiwan, both U.S. allies, are emerging as friendly competitors in the semiconductor sector, leveraging lower costs, faster construction times, and an established supply chain. While American companies excel in chip design, manufacturing has predominantly been in Asia. However, the U.S. aims to increase its chip production with additional funding and Intel's advancements. South Korea and Taiwan, on the other hand, remain strong in key areas like advanced logic chips and memory chips, respectively. Both countries have implemented government support programs to enhance their industries.
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Hailo lands $120 million to keep battling Nvidia as most AI chip startups struggle
TechCrunch
·
1y ago
Medial
Hailo, an AI chip startup, is making headway in the competitive AI chip market, acquiring over 300 customers in industries such as automotive, security, retail, and medical devices. The company designs specialized chips that execute AI tasks with lower memory usage and power consumption, making them suitable for edge devices. Hailo recently secured $120 million in funding to leverage future opportunities and drive long-term growth. While facing challenges from established chip giants like Nvidia, Hailo's accelerator chips are seen as necessary for efficient AI processing as the demand for edge AI applications grows.
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Nvidia’s Big Tech rivals put their own AI chips on the table
Economic Times
·
1y ago
Medial
Big tech companies like Amazon, Google, Meta, and Microsoft are investing in building their own AI chips to reduce costs, eliminate shortages, and challenge NVIDIA's dominance in the AI chip market. While NVIDIA is the leader in AI chip sales, the tech giants are looking to control their own destiny by creating their own chips. However, they continue to work closely with NVIDIA and maintain partnerships with the chipmaker, ensuring they still offer its chips alongside their own. The AI chip market is projected to double by 2027, reaching around $140 billion.
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Nvidia’s CEO was the man of this year, next year, and the one after that
Gizmodo
·
1y ago
Medial
Nvidia CEO Jensen Huang has become a prominent figure in Silicon Valley, gaining attention from tech giants like Microsoft, Google, and Amazon who rely on Nvidia's GPUs for their AI initiatives. Huang's vision and leadership have positioned Nvidia as the dominant player in the AI chip market, with over 80% market share. While competitors have announced their own AI chips, they are still far behind Nvidia's GPUs, and the company is expected to maintain its stronghold in the market. Huang foresees a new era of computing and is investing in cloud products to complement Nvidia's AI chips.
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Japan approves $3.9 billion in subsidies for chipmaker Rapidus
Economic Times
·
1y ago
Medial
Japan's industry ministry has approved subsidies worth up to $3.9 billion for chip foundry venture Rapidus, as part of efforts to rebuild the country's chip manufacturing base. The funding includes support for advanced packaging, which is crucial for improving chip performance. Rapidus aims to start mass production of cutting-edge chips in partnership with IBM and Imec by 2027. The move comes as countries worldwide seek to strengthen their control over chip supply chains in the wake of global shocks like the COVID-19 pandemic and trade tensions between the US and China. However, some industry experts remain sceptical about Rapidus' potential for success.
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America’s chip war with China will spread
Livemint
·
7m ago
Medial
Amidst the ongoing chip war between the US and China, the US holds the upper hand in cutting-edge technology while China gains an advantage in the production of mature, or 'legacy', chips. China's aggressive expansion in legacy chip production is driven by rising demand for essentials like automobiles and household appliances. Chinese companies are investing heavily in wafer fabrication equipment and increasing their global market share in mature nodes. This poses a risk to US players and may require state aid to compete with China. The conflict in the chip war is likely to spread beyond advanced technologies.
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Nvidia releases slower, less powerful AI chip for China
Business Insider
·
1y ago
Medial
Nvidia, the leading chipmaker, has introduced a new gaming processor called RTX 4090 D that complies with US export rules and can be sold in China. The stripped-back chip offers less advanced capabilities compared to the original 4090 chip, but it may help Nvidia maintain its dominance in China's $7 billion AI chip market. Nvidia has been working closely with the US government to create products that comply with regulations, but previous modifications to chips for the Chinese market have been added to the list of banned technology by the US government.
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Trump and Nvidia CEO discuss DeepSeek, AI chip exports during meeting, source says
Economic Times
·
5m ago
Medial
During a meeting at the White House, US President Donald Trump and Nvidia CEO Jensen Huang discussed the Chinese company DeepSeek and the regulation of AI chip exports. Amid concerns about China's advancements in AI, the discussion focused on strengthening US leadership in technology. As DeepSeek's AI model gained popularity, it impacted the US tech market. Additionally, the Trump administration is considering further restricting Nvidia's AI chip exports to China to maintain advanced computing power within the US and its allies.
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Nvidia delays launch of new AI chip in China amid US export rules
Livemint
·
1y ago
Medial
Nvidia has reportedly notified its Chinese customers about a delay in the release of its new AI chip, known as H20, due to tightened US export regulations. The chip was initially expected to launch on November 16 but has been rescheduled for the first quarter of next year, potentially impacting Nvidia's competitiveness in China. The delay is attributed to challenges faced by server manufacturers in integrating the H20 chip into their systems. Nvidia's reliance on these chips to maintain its market presence in China has become crucial after being restricted from shipping products to the country.
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Chips firms seek double of $28 billion US subsidies available: commerce secretary Gina Raimondo
Economic Times
·
1y ago
Medial
US Commerce Secretary Gina Raimondo has stated that most chip companies seeking government subsidies will receive significantly less than what they have requested. The government has received requests for more than double the $28 billion it plans to award. Raimondo is engaged in tough negotiations to ensure companies in leading-edge chip manufacturing do more with less funding. The department aims to prioritize projects that will be operational by 2030 and estimates that US production of leading-edge logic chips will increase from zero to 20% by that time. Raimondo emphasized the need to be tough with companies and make the most of available resources.
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Taiwanese chip-making giant TSMC gets $6.6 billion for Arizona project
Livemint
·
1y ago
Medial
Taiwan Semiconductor Manufacturing (TSMC) will receive up to $6.6 billion in government funding for its factory complex in Arizona. In addition, TSMC plans to invest over $65 billion and expand the manufacturing complex to include a third chip factory, which will produce cutting-edge 2-nanometer chips. This initiative is part of a broader goal to bring chip-making back to the US and improve national security. The project is projected to create over 20,000 construction jobs and 6,000 permanent jobs. TSMC's investment in Arizona is seen as a strategic move to diversify its production footprint beyond Taiwan.
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