Samsung Electronics is ramping up investment efforts in AI chip startups to strengthen its competitiveness in new-generation AI semiconductor technologies.
With the memory shortage expected to resolve in the second half of 2024, price hikes for memory are also anticipated to abate, according to CEO Chang Chia-Kun of Apacer Technology, a Taiwanese memory module manufacturer.
A coalition of six major automotive industry associations from Europe, the US, Japan, South Korea, Germany, and France has publicly questioned Avanci’s increasing fees for 5G wireless communication standard-essential patents (SEPs) in connected vehicles.
Amid a plan by India to invest heavily in GPUs to advance its national AI initiatives, Intel is optimistic about the potential in India’s data center sector and is also eager to secure a share of the growing AI PC market in the country.
South Korean media have recently forecasted that the investment strategies of South Korean and Taiwanese semiconductor firms in the United States could shift depending on the outcome of the US presidential election. Should Donald Trump return to the White House, it is expected that Samsung Electronics, and possibly TSMC, might scale back their American investments, with Samsung likely redirecting its focus back to South Korea.
In March and April 2024, the implementation unit of the US CHIPS and Science Act and the US Department of Commerce announced that Intel and TSMC received US$8.5 billion and US$6.6 billion in subsidies for fab construction, respectively. The EU has emulated the US’s approach with the European Chips Act, yet to this day, both Intel and TSMC have yet to receive approval for their European fab subsidies.
China’s EV entrance into international markets has hit a bump with the trade barriers from Europe and the US, casting a dark cloud above their expansion.