Center for Economic Growth’s Post

#TSMC’s C.C. Wei Declares No Interest in Acquiring #Intel’s Fab, Emphasizes ‘#AI is Real’ During #TSMC’s Q3 earnings call on October 17, Chairman C.C. Wei was asked about potential interest in acquiring Intel’s spin-off #IDM business. According to a report by TechNews, Wei provided a clear response with two emphatic "No's," signaling that TSMC has no plans to pursue the acquisition. Wei highlighted that a California-based #IDM has been a significant client, consistently placing large orders. Although he did not specify the company by name, industry experts largely believe the reference is to Intel. Additionally, analysts inquired about the sustainability of the current AI surge and whether #TSMC views it as a potential bubble. Wei firmly addressed these concerns, affirming that "AI is real." He emphasized that numerous large-scale cloud providers and AI innovators are actively partnering with TSMC. Furthermore, he noted that TSMC integrates AI and machine learning into its operations to enhance production capacity, create added value, and improve yield performance. Check full insights via the link below https://lnkd.in/g2C4wf6a

SK hynix is making strides in next-generation High Bandwidth Memory (HBM) to meet the growing demand for AI and high-performance computing. During Semicon Taiwan, SK hynix's Lee Kang-wook highlighted that their fifth-generation HBM3E, set for mass production in Q3, will soon be followed by the sixth-generation HBM4. This new iteration promises greater memory capacity, faster data speeds, and improved efficiency. With HBM demand projected to rise sharply, particularly in the generative AI market, SK hynix is advancing its packaging technologies, like mass reflow-molded underfill (MR-MUF), first introduced with HBM2E in 2019. The company also plans to strengthen partnerships with global tech leaders, including NVIDIA, Apple, Microsoft, and Alphabet Inc., to reinforce its market position. These efforts underscore SK hynix's commitment to leading the HBM market, with projections showing an average market growth of 109% between 2022 and 2025. Thanks again to Microsoft for Startups for the full article with more background and insights click the source link in the comments below 💡 🙏👇 FRIENDS: Join me at the International Semiconductor Executive Summits US Power event on September 25th and 26th in Raleigh, North Carolina. A exclusive group of industry leaders will gather to explore new solutions and partnerships. With up to 150 attendees, the event features engaging speakers, a cocktail party, and a gala dinner. Contact Robert Quinn for more information. #Semiconductors #HBM #AI #HighPerformanceComputing #SKhynix #TechInnovation #MemoryChips #GenerativeAI #SemiconTaiwan #TechPartnerships #CONNECT #COLLABORATE #COMMUNITY

See you in two days at the North American #TSMCTechSymposium24! In the era of AI, we at TSMC are leading the way in silicon technology. Our commitment is to collaborate with remarkable partners and empower AI, paving the way for the mutual success of the AI ecosystem. We're excited to invite you to join us at our Innovation Zone during the event. Here, 17 customers that have collaborated with TSMC will be showcasing their product demos. We're looking forward to seeing the innovative products of 3rdiTech Inc., Achronix Semiconductor Corporation, Ambiq, Astera Labs, Aviva Links Inc., d-Matrix, Empower Semiconductor, Ethernovia, Ferric, Inc., FuriosaAI, Kinara, Inc., MemryX Inc., ScaleFlux, SigmaSense, TetraMem - Accelerate The World, Uhnder, Inc., XConn Technologies Holdings Inc. on April 24th! Leave a comment to cheer them on! #PoweringAI #Silicon_leadership

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🚀 AMD makes a strategic AI move with European acquisition! AMD has taken another significant step in its AI strategy by acquiring Helsinki-based Silo AI for $665m. This acquisition not only strengthens AMD's position in the AI market but also adds substantial expertise and some big-name enterprise customers to its portfolio. Silo AI, known as Europe's "largest private AI lab," will bring its 300 AI experts under the AMD umbrella before the year ends. The timing of this acquisition couldn't be more perfect. Silo AI's established relationships with leading companies such as Allianz, Philips, Rolls-Royce, and Unilever, alongside a development relationship with Nokia, are crucial additions. Peter Sarlin, Silo AI's CEO, will continue to lead the team, ensuring continuity and harnessing the full potential of this integration. Nishant Batra from Nokia has already expressed optimism about the enhanced AI capabilities this partnership promises. However, despite these advancements, industry experts like Richard Windsor caution that AMD still faces considerable challenges in dethroning Nvidia from its dominant position. While AMD's AI acquisitions, including the recent takeovers of Mipsology and Nod.ai, lay the groundwork for future growth, the development and market influence that Nvidia's platforms like Cuda have achieved are formidable barriers. Yet, with strategic steps and continuous innovation, AMD is positioning itself for long-term success in the AI sector. #AMD #ArtificialIntelligence #Telecoms

Jodi, thank you for sharing this great discussion! I found it particularly insightful when Jensen responded to your question on AI's impact on society: "If you have more ideas than you can afford to fund, then AI is your friend! Now if you are in an industry, a company or a person who’s out of ideas, then when AI comes and makes whatever you’re doing more productive, I can assure you, you will find a life of boredom!" This is specially relevant on a week where #AI was awarded two #NobelPrizes, one for how it helped in Protein design, and a second one only on how #physics helped in the design of #NeuralNetworks!

Abrdn's James Thom recently spoke to Ausbiz, where AI was a key theme. "Taiwan Semiconductor or TSMC is one of our largest holdings that's benefiting from this AI thematic as well being one of the largest chip makers globally” We like some of the Korean memory players as well and have been looking at some of the smaller or mid-cap names in Taiwan that are providing componentry into the semiconductor value chain that are also seeing an uplift in demand as a result of this AI theme." Hear the full interview and more about how AI is impacting the investment market via the link 🔗 https://bit.ly/3IxFNxp #abrdn #sghiscock #fundsmanagement

🚀 AMD makes a strategic AI move with European acquisition! AMD has taken another significant step in its AI strategy by acquiring Helsinki-based Silo AI for $665m. This acquisition not only strengthens AMD's position in the AI market but also adds substantial expertise and some big-name enterprise customers to its portfolio. Silo AI, known as Europe's "largest private AI lab," will bring its 300 AI experts under the AMD umbrella before the year ends. The timing of this acquisition couldn't be more perfect. Silo AI's established relationships with leading companies such as Allianz, Philips, Rolls-Royce, and Unilever, alongside a development relationship with Nokia, are crucial additions. Peter Sarlin, Silo AI's CEO, will continue to lead the team, ensuring continuity and harnessing the full potential of this integration. Nishant Batra from Nokia has already expressed optimism about the enhanced AI capabilities this partnership promises. However, despite these advancements, industry experts like Richard Windsor caution that AMD still faces considerable challenges in dethroning Nvidia from its dominant position. While AMD's AI acquisitions, including the recent takeovers of Mipsology and Nod.ai, lay the groundwork for future growth, the development and market influence that Nvidia's platforms like Cuda have achieved are formidable barriers. Yet, with strategic steps and continuous innovation, AMD is positioning itself for long-term success in the AI sector. #AMD #ArtificialIntelligence #Telecoms

With giants like #TSMC, #PSMC, #MediaTek, and #Realtek, Taiwan's world-renowned #semiconductor industry is ready for the next step. Since 2023, Taiwan Executive Yuan has approved the Taiwan Chip-based Industrial Innovation Program (CBI Program) and earmarked a total of NT$300 billion (US$9.22 billion) for the program's implementation between 2024 and 2033. The program's first phase will last for five years and focus on leveraging Taiwan's leading global position in chip manufacture, packaging and testing to develop innovative new applications through integrating silicon chips with critical technologies such as generative AI. The CBI Program not only aims to enhance Taiwan’s semiconductor advantages and foster global semiconductor ecosystem development but also enable Taiwan to secure its technological strength over the next 10 years and spur on the pace of breakthrough innovation across multiple industries. It helps secure Taiwan’s position as a global hub for semiconductor startups as it provides computational resources, data, models, and access to local industry experts across diverse domains, empowering startups worldwide. News link👉https://lnkd.in/eYEGqH9r with Taipei Computer Association 台北市電腦商業同業公會 colleagues Hannah Kuo Ken Ning