The semiconductor market has become the fourth largest market in the world, following crude oil, automotive, and petrochemical products. With a scale of more than US$500 billion in 2023, it is expected to exceed US$1 trillion by 2030. Attracted by the industry’s robust outlook ignited by the Generative AI infrastructure, Middle Eastern countries are diversifying their business portfolios to include the semiconductor and AI industries.

Global high-end AI server shipments to soar 183% from a year ago in 2024 with the related supply chain all gearing up for the opportunity.

据韩媒消息，继三星显示器之后，京东方（BOE）也正式启动了8.6代信息技术（IT）有机发光二极管（OLED）设施投资。考虑到显示器行业长期低迷，这一举动具有重要意义，表明他们对相关需求有充分的信心。下一个可能采取行动的是LG Display（LGD）。在提升IT OLED技术能力和生产能力的同时，获得8代生产线可能是“点睛之笔”。由于过去业绩不佳，财务状况恶化，LGD一直未能做出决定。随着下半年资金状况的改善，投资时机可能会明朗化。

据经济观察网，7月10日，记者从三星电子（005930.KS）获悉，该公司将与日本人工智能企业合作开发一款基于2纳米工艺的前沿人工智能（AI）加速芯片，芯片应用于服务器中以提供算力，满足生成式AI对高性能计算的需求，这意味着该公司将开始涉足人工智能计算芯片的开发。