Promoting the development of the artificial intelligence (AI) industry is one of Taiwan's key priorities, according to Yennun Huang, Minister of Digital Affairs. Relevant measures include integrating large language models (LLMs) from Taiwan and abroad, opening up GPU resources for industry applications, and investing NT$10 billion in startups in the AI ecosystem park in southern Taiwan.
As the traditional year-end peak season approaches, opinions are divided concerning the actual demand for AI PCs. Optimists anticipate a wave of device upgrades in the second half of 2024, especially in the business market. Skeptics, however, argue that improvements in AI functionality and hardware are still needed, and current high prices may delay mass adoption for another year or two.
Ever since Nvidia CEO Jensen Huang championed the "Sovereign AI" strategy at the 2024 World Government Summit, global governments have been in a rush to establish their own AI infrastructure and invest in semiconductors.
Samsung has announced plans to expand its support for DSPs (Design Service Partners) to help South Korean IC design companies deepen their presence in the HPC (High-Performance Computing) and AI (Artificial Intelligence) fields.
The depletion of supply chain inventory, originally expected by late 2023, has been delayed to the first half of 2024 due to weak end-market consumption. However, the upcoming launch of AI PCs and notebooks in the latter half of 2024 is expected to invigorate consumer demand. Supply chain firms anticipate that these innovations will lead to stronger market performance in 2H24.
Since late 2023, the semiconductor industry has been eagerly anticipating the upcoming edge AI boom, particularly in AI smartphones and AI PCs – the two largest consumer electronics applications. This trend is expected to drive significant upgrades and replacement cycles for main computing chips and various peripheral chips.
STMicroelectronics, a global semiconductor leader serving customers across the spectrum of electronics applications, has announced that Panasonic Cycle Technology, Co. Ltd. (Panasonic) has adopted the STM32F3 microcontroller (MCU) and edge AI development tool, STM32Cube.AI, for their TiMO A e-assisted bike. ST's edge AI solutions provide a tire pressure monitoring system (TPMS) that leverages an advanced AI function to improve rider safety and convenience.
Netherlands-based Axelera AI, an AI acceleration hardware and software provider has announced the successful completion of their US$68 million Series B financing round.
Apple introduced Apple Intelligence at its June 11, 2024 Worldwide Developers Conference (WWDC), followed by Huawei unveiling HarmonyOS NEXT on June 21.
SiFive is seeing the golden opportunity to grow RISC-V adoption in the embedded solutions IP market while its competitor voluntarily retreats from the market.
OpenAI is delaying the release of a much-anticipated voice assistant feature for ChatGPT to ensure it can safely and effectively process requests from millions of users.
On March 13, 2024, the European Parliament announced the passage of the "AI Act," a landmark piece of legislation set to be implemented in phases starting in mid-2025.
Intel China chairperson and SVP Rui Wang told the Chinese media in an interview that with Intel's IDM 2.0 strategy in place, its China 2.0 strategy will also be implemented to face up to the keen competition in the AI era.
