Musk’s high demand for AI chips increases Nvidia delivery pressure.
Nikkei News pointed out that the net profit of the world’s top ten semiconductor manufacturers in Q3 2024 (July-September 2024, some are June-August or August-October) totaled US$30.4 billion, a year-on-year increase of 38%，driven by the strong demand for AI. Among them, Nvidia alone contributed 60%! The top ten semiconductor manufacturers counted by Nikkei News include: TSMC, Nvidia, Samsung Electronics, STMicroelectronics, Qualcomm, Intel, AMD, Texas Instruments, Micron and SK Hynix.
TSMC will launch a very large CoWoS package with 9 mask sizes in 2027, capable of accommodating 12 HBM4 stacks.
Citing people familiar with the matter, the Biden administration in the United States is considering further restricting the sale of semiconductor equipment and HBM (high-bandwidth memory) chips required for AI to China, and the relevant restrictions may be announced as early as next week. Bloomberg.
Acer Chairman responds to Trump’s tariff increase: Watch closely and react quickly.
TrendForce: Global humanoid robot market value expected to exceed US$2 billion in 2027.
It is reported that Samsung employees will undergo a significant salary cut, and the performance-based wages of some employees will be reduced by 20%.
The Ministry of Commerce responded that consultations are still ongoing, regarding the progress of the China-EU electric vehicle anti-subsidy case.
xAI has told investors that it will use part of the $5 billion raised in this round of financing to double the number of chips in the “Colossus” data center, and plans to raise more funds in 2025, according to people familiar with the matter. It is reported that the data center named “Colossus” in Memphis, Tennessee was built in 122 days and uses 100,000 graphics processors (GPUs) from Nvidia. It is one of the world’s largest chip clusters for developing and running AI technology.
