Broadcom CEO on AI investment frenzy: million-chip clusters on the horizon

Broadcom has reached a historic milestone, surpassing a US$1 trillion market valuation amid the rapid growth of the artificial intelligence (AI) market. CEO Hock Tan expressed confidence in a continued AI investment surge through the late 2020s. He noted that within three years, Broadcom’s clients aim to build extensive computing clusters equipped with millions of AI chips, driving significant market growth.

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Masayoshi Son’s next great hope is taking Nvidia’s AI crown

When Masayoshi Son made a surprise appearance at Mar-a-Lago alongside Donald Trump last week, the founder of Japan’s SoftBank Group vowed to invest a stunning US$100 billion in the US over the next four years. The president-elect joked that perhaps SoftBank would like to double that target to US$200 billion. Not to be outdone, Son replied with a wide smile, “I will really try.”

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L3 autonomous driving standards undefined; automakers shift to modular L2+ designs

Industry sources reveal that US and European automakers, alongside the National Highway Traffic Safety Administration (NHTSA) and other regulators, have yet to agree on redefining Level 3 (L3) autonomous driving standards. In response, automakers are developing modular frameworks for 2029–2031 models, designed for easy adaptation to evolving regulations through a “Lego-like” approach.

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Precision machinery set to benefit from robotics boom

TSMC chairman C.C. Wei highlighted Taiwan’s strong potential in developing drones and multifunctional robots at the recent 12th National Science and Technology Conference. While acknowledging Taiwan’s capacity to produce multifunctional robots, Wei emphasized that beyond AI functionality, successful development would require the integration of semiconductors, software, and precision machinery.

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Taiwan annual smartphone shipments hit 5 million as Android gains ground

As 2024 draws to a close, Taiwan’s annual smartphone shipments show modest but steady growth. Despite challenges such as high inflation, extended upgrade cycles, and a saturated market, the integration of generative AI (GenAI) features has contributed to market recovery. Taiwan’s smartphone shipments are projected to surpass 5 million units, representing nearly 2% growth compared to 2023.

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