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TAIWAN
Is AI Set to Fuel Massive Semiconductor Demand!?
April 01, 2024 / Chris Hung
1 Page, Radar
This report is available for free download.
Click here to access it
Abstract
Sam Altman, the co-founder of OpenAI, recently announced his intention to raise US$5 to US$7 trillion to reshape the semiconductor supply chain, aiming to address the chip shortage issue faced in the development of artificial intelligence (AI). Altman's engagement with relevant governments, investors, and semiconductor industry stakeholders underscores the significance of this initiative. This article explores the potential impacts and consequences of Altman's plan on the semiconductor industry and the broader AI development landscape, addressing both challenges and opportunities.
Table of Contents
1.
Background
2.
Three Basic Factors of AI Development
3.
Challenges and Opportunities
Companies covered
Intel
OpenAI
Temasek
TSMC
United Arab Emirates
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