2025-01-15: Nvidia's Strategic Pursuit of a Taiwan Headquarters
New AI Semiconductor Export Restrictions Announced by Biden Administration
Good Morning,
Below are some of the most important developments in the artificial intelligence, semiconductors, and cloud computing sectors in Asia today.
Japan: Japan's Record Current Account Surplus Driven by Trade Balance Rebound and Rising Exports
In November, Japan's current account surplus experienced a noteworthy improvement, climbing to 3.35 trillion yen ($21.3 billion).
Taiwan: Nvidia's Strategic Pursuit for a Taiwan Headquarters at Changhua's Taihua Factory
Nvidia is considering establishing its Taiwan headquarters at the Taihua Changhua Factory in Changhua City, a site spanning 70 hectares.
South Korea: South Korea's Rise in AI and Semiconductor Dominance
South Korea is strategically positioning itself as a leader in artificial general intelligence (AGI) and semiconductor technologies through substantial investments and initiatives.
Japan: New AI Semiconductor Export Restrictions Announced by Biden Administration
The Biden administration is progressing with new restrictions aimed at the sale of advanced AI semiconductors, focusing primarily on companies such as Nvidia, with a timeline for implementation set within the next year.
Taiwan: Investor Responses to Potential Trump Tariffs and Economic Shifts
Investor caution is rising due to concerns over the return of Donald Trump to the White House and the prospect of tariff hikes, which recently led to a global influx of around $160 billion into money market funds by the week ending October 8th.
Taiwan: US Implements Strategic AI Chip Export Controls
The US government is implementing a new export framework for artificial intelligence (AI) chips, aiming to preserve technological superiority by limiting advanced capabilities to the US and its allies.
Today's Developments
Widely Reported On Issues of Importance
-
Japan's Record Current Account Surplus Driven by Trade Balance Rebound and Rising Exports
In November, Japan's current account surplus experienced a noteworthy improvement, climbing to 3.35 trillion yen ($21.3 billion).
This represents a 54.5% surge from the previous year and is the highest ever recorded for November. This substantial surplus was chiefly propelled by a rebound in the goods trade balance, which showed a surplus of 97.9 billion yen, a significant recovery from the 683.3 billion yen deficit reported in the same month the previous year. This marks the 22nd consecutive month of surplus in Japan's current account, reflecting the nation's solid international trade footing.
Exports played a considerable role in this turnaround, increasing by 2.8% year-on-year to 8.91 trillion yen. This growth was fueled by strong demand for chip-making equipment and nonferrous metals. Simultaneously, imports decreased by 5.7% to 8.81 trillion yen, largely as a result of declining energy prices, both of which contributed to the positive shift in the goods trade balance.
Furthermore, Japan's primary income from overseas investments saw a significant increase of 13%, reaching 3.44 trillion yen, driven by improved returns, notably in the chemical and food sectors. The services trade surplus also experienced remarkable growth, nearly tripling to 238.6 billion yen, the highest ever for November. This growth was largely attributed to a favorable travel balance, with foreign visitor numbers rising by 30.6% to 3.19 million. Additionally, the weak yen encouraged higher foreign spending in Japan compared to the expenditure of Japanese tourists abroad.
References for this Development
１１月の経常収支、３兆３５２５億円の黒字
Current account surplus of 3.3525 trillion yen in November
Yomiuri Shimbun | Local Language | News
経常黒字は3兆3500億円 2024年11月、前年比54％増
Current account surplus to reach 3.35 trillion yen in November 2024, up 54% from the previous year
Mainichi Shimbun | Local Language | News
Japan's current account surplus jumps 54.5% in Nov. as trade rebounds
The Mainichi | English | News
Japan logs current account surplus of 3.35 trillion yen in November
Kyodo News | English | News
-
Nvidia's Strategic Pursuit for a Taiwan Headquarters at Changhua's Taihua Factory
Nvidia is considering establishing its Taiwan headquarters at the Taihua Changhua Factory in Changhua City, a site spanning 70 hectares.
The area is strategically advantageous due to its technology strengths, talent pool, and strategic geographic position. Local figures, such as Asia University President Cai Jinfa and Changhua Mayor Lin Shixian, endorse this location for the AI industry. However, the current ownership by the Formosa Plastics Group and its operational status introduce uncertainty about its availability. Any development would depend on the landowner's intentions, with the requirement that 30% of the land be allocated to public facilities.
Mayor Lin has emphasized the site's strategic benefits, including its access to major highways, upcoming transportation projects, and abundant local green energy. Its proximity to academic institutions further enhances its attractiveness for talent acquisition. Lin sees the inactivity at the Taihua plant as an opportunity for industrial growth and urban development in Changhua.
Nvidia's quest for a Taiwan headquarters is part of a broader trend in the tech sector towards upgrading and expanding offices and factories. This trend has spurred promotional efforts by developers, resulting in rising pre-sale office unit prices, such as those at National Enterprise Plaza TAIPEI ONE in Nanjing, which range from 1.571 million to 1.796 million yuan per square meter. Similar price increases are evident at Zhongtai World Plaza in Beijing's Zhongshan District. While office supply is increasing across Taiwan, offerings are predominantly rentals, leading to a scarcity of suitable high-end spaces for headquarters.
Demand for premium office spaces is spreading beyond northern Taiwan, with significant projects like Kengo Kuma's Lianju Zhongwei Building in Taichung and the Jingcheng IFC project in Kaohsiung commanding high unit prices. Although prices have surged, experts anticipate that the completion of more commercial offices could stabilize or reduce prices over time.
Another site under consideration for Nvidia's headquarters is the "Nangang Switching Yard" of Taiwan Railways, noted for its size and proximity to Nvidia's Taipei R&D center. International real estate agents have engaged with the construction company involved, indicating Nvidia's interest, albeit without an official relationship with Taiwan Railways. Other sites, like Taipei Yixian, have been dismissed for not meeting Nvidia's requirement of 3 hectares of land.
According to Taiwan's Economic Minister Guo Zhihui, Nvidia is evaluating various potential sites in Taiwan, but no decisions have been finalized.
References for this Development
輝達總部選定南港調車場？ 傳台鐵證實「國際房仲來接洽」
UP Media | Local Language | News
輝達總部址定「南港調車場」？台鐵證實：已有國際房仲來接洽
ETtoday | Local Language | News
佔地70公頃優勢！輝達台灣總部落腳台化彰化廠區？台化這樣回應
Liberty Times Net | Local Language | News
輝達覓總部點出辦公室升級需求 建商拉高預售案推案比重
Liberty Times Net | Local Language | News
「南港調車場」雀屏中選輝達總部？傳台鐵證實：已有國際房仲來接洽
The Storm Media | Local Language | News
-
South Korea's Rise in AI and Semiconductor Dominance
South Korea is strategically positioning itself as a leader in artificial general intelligence (AGI) and semiconductor technologies through substantial investments and initiatives.
The government has committed to investing 1 trillion won over the next six years with the aim of becoming one of the top three AI nations globally. This comprehensive initiative is bolstered by an 810 billion won AI policy fund and could include tax credits of up to 50% for AI research and development, pending approval from the National Assembly. To further secure core technologies within the country, the Ministry of Science and ICT has proposed a 1 trillion won feasibility study, along with a 2 trillion won investment for a National AI Computing Center.
Simultaneously, South Korea is advancing its capabilities in 6G and quantum technology, unmanned autonomous driving, and smart agriculture zones. Minister Yoo Sang-im has highlighted the importance of cultivating science and technology talent to support these initiatives. Notably, despite US export restrictions on advanced AI semiconductors to certain nations, South Korea, as a Tier 1 ally, remains exempt. This status allows South Korea continued access to US semiconductor technologies, ensuring collaborative efforts to stabilize the global semiconductor supply chain.
The Ministry of Science and ICT has laid out plans for an AI transformation by 2025, which include the construction of a national AI computing center and the potential introduction of AI tax credits. The focus is on AI as a national strategic technology, with efforts to support small businesses, enhance commercialization, and address digital safety concerns. Goals include achieving leadership in strategic technologies such as advanced bio, quantum, and 6G, while also promoting future energy and space industries, all supported by a science and technology fund.
In parallel, South Korea's semiconductor strategy contrasts with extensive initiatives by other nations such as the US and Japan, with plans to open just one new chip plant this year. However, South Korea remains exempt from US AI chip export restrictions, which aim to prevent undesirable technology transfers and secure national security by fostering a trusted technology environment. SK Telecom has made significant strides by launching an AI cloud service using Nvidia's H100 GPU, marking the Asia-Pacific's first GPU-as-a-Service, and plans to upgrade to the H200 GPU to establish South Korea as an AI data center hub.
The Democratic Party of Korea's AI Promotion Task Force is pushing for significant investments in AI infrastructure to boost competitiveness. Nonetheless, there are concerns about US strategies potentially creating regional AI security blocs that could affect South Korea. The country is also working on improving public data access, advancing ethical AI practices, and promoting digitization in a variety of languages.
South Korea's Information and Communication Technology (ICT) exports experienced a 24% increase in December, resulting in a $9.33 billion trade surplus, propelled primarily by semiconductor and mobile phone demand. Exports to the US saw notable growth, emphasizing South Korea’s strengthened presence in the global ICT market amidst challenges brought on by US controls on AI chips affecting other countries. Domestically, a legislative veto by Acting President Choi Sang-mok on AI in education signals shifts in policy. Meanwhile, partnerships between semiconductor firms and automakers are advancing in response to predictions of substantial market growth in software-centric vehicle development.
References for this Development
美, 첨단 AI 반도체 수출통제 강화…산업부 "국내 수입엔 영향 없어"
Newsis | Local Language | News
[2025 업무보고] 과기정통부 AI확산·기술사업화 속도 높인다
ET News | Local Language | News
정부, 범용인공지능 개발에 1조원 투입
Government invests 1 trillion won in developing general artificial intelligence
ET News | Local Language | News
[미장브리핑] 美 AI 칩 수출 제한 규정·주커버그 발언에 엔비디아·리게티↓
ZD Net Korea | Local Language | News
美, 신규 첨단 AI칩·모델 수출통제…한국 등 핵심 동맹국 제외
US Controls Exports of New Advanced AI Chips and Models… Excluding Key Allies, Including Korea
ZD Net Korea | Local Language | News
Biden gov't unveils more controls on AI chip exports no curbs for S. Korea, other allies
Korea Herald | English | News
Plan for 1 chip fab puts Korea well behind U.S., Japan
Joongang Ilbo | English | News
美, AI 칩 수출규제 전 세계로 확대…韓 면제 국가 포함
US Expands AI Chip Export Regulations Worldwide… Korea Included as Exempt Country
ET News | Local Language | News
SKT links up with Lambda for AI cloud service on Nvidia's H100 GPU
Joongang Ilbo | English | News
S. Korea's ICT exports jump 24 pct in Dec. on robust chip demand
Yonhap | English | News
AI칩 주도권 노리는 삼성…"서버·폰·TV용 NPU 모두 개발 중"
Samsung Aims for AI Chip Dominance… “Developing NPUs for Servers, Phones, and TVs”
ZD Net Korea | Local Language | News
[주간 클라우드 동향/1월②] AI 내건 국내 SW기업 ‘CES 종횡무진’
[Weekly Cloud Trends/January②] Domestic SW Companies with AI in Their Eyes 'Running Across CES'
Digital Daily | Local Language | News
엑셈, '이머징 AI+X 톱100' 선정···"유망 AI 기업 입증"
Exem selected as 'Emerging AI+X Top 100'···"Proof of being a promising AI company"
ZD Net Korea | Local Language | News
美, AI칩 수출 통제…中 "세계 무역 방해" 반발
US Controls Exports of AI Chips… China Responds, “Hindering Global Trade”
ZD Net Korea | Local Language | News
Acting President Choi set to veto opposition bills on AI education and school subsidies
Joongang Ilbo | English | News
“美, AI 전략 자산화…대규모 자본·인프라 투자 시급” 민주당 AI진흥 TF
ET News | Local Language | News
민동욱 엠씨넥스 대표 “차량용 반도체 모듈 패키징 진출…3000억 사업으로 육성”
ET News | Local Language | News
AI, 과학 이미지도 전문가 수준으로 분석한다
AI analyzes scientific images at an expert level
ZD Net Korea | Local Language | News
U.S. imposes AI chip curbs against China, allies exempted
Joongang Ilbo | English | News
뭉쳐야 산다...SDV용 반도체 개발 협력 후끈
We must unite to survive... Cooperation in the development of semiconductors for SDVs is heating up
ZD Net Korea | Local Language | News
S. Korea's ICT exports jump 24% in Dec. on robust chip demand
Korea Herald | English | News
에이모, '2025 이머징 AI+X 톱 100 기업' 선정
Aimo selected as '2025 Emerging AI+X Top 100 Companies'
ZD Net Korea | Local Language | News
정부 "美 AI반도체 수출통제, 국내 영향 제한적"
Government: "US AI Semiconductor Export Controls Have Limited Domestic Impact"
Money Today | Local Language | News
-
New AI Semiconductor Export Restrictions Announced by Biden Administration
The Biden administration is progressing with new restrictions aimed at the sale of advanced AI semiconductors, focusing primarily on companies such as Nvidia, with a timeline for implementation set within the next year.
These measures seek to regulate the sale of computing power across various nations, establishing a framework that maintains adherence to security and human rights standards. A 120-day comment period has been scheduled for companies to provide feedback, with potential revisions considered if there is a change in administration.
The primary motivation behind these restrictions is to mitigate national security risks while ensuring the continued promotion of semiconductor trade. Conversations with the Trump transition team indicate bipartisan consensus on the importance of export controls essential for national security. These regulations extend to US-manufactured semiconductor imports, necessitating compliance from around 20 allied nations, including Japan, before any re-export to restricted countries. Currently, the United States enforces a ban on semiconductor exports to more than 20 countries, such as China and Russia, congruent with existing arms embargoes.
The revamped export controls will categorize countries into three tiers: trusted partners, hostile nations, and others. Nations such as major European countries, Japan, South Korea, Taiwan, Australia, and Canada are classified as trusted partners and granted access to these semiconductors. Meanwhile, countries including China, Russia, North Korea, and Iran face prohibitions. These regulations intend to curtail semiconductor smuggling to over 100 other nations and mitigate the misuse of AI technology in developing chemical weapons. Exemptions apply to products not meeting certain power thresholds or those intended for gaming.
The Commerce Secretary has emphasized that these measures play a crucial role in safeguarding advanced AI technology from hostile nations while fostering AI advancements among partner countries. Companies like Nvidia and other international firms have raised objections, expressing concerns that the proposed regulations could negatively impact US global competitiveness and stifle technological innovation. However, government officials maintain that the primary aim is to prevent hostile nations from enhancing their military capabilities with advanced AI technology.
In conjunction with these export controls, the government intends to update its AI Business Guidelines by March to tackle the risks associated with generative AI technologies managing multimedia content. The forthcoming updates will encourage businesses to adopt voluntary risk management practices and help establish AI usage protocols. While these updates do not yet contemplate legal regulations, they will focus on multimodal AI technologies, potentially influencing competition with firms such as OpenAI and Google.
On October 13th, the administration officially announced these new AI semiconductor export controls to safeguard against adversarial misuse in military contexts. Friendly allied nations will experience no general restrictions, whereas adversaries like China, North Korea, Russia, and Iran will continue to face stringent limitations. Restrictions may also apply to other countries depending on their export volume, with a specific concern about the potential use of advanced AI in creating weapons of mass destruction, elevating national security issues.
References for this Development
政府、AI開発指針を更新へ 3月末までに、リスク対策推進
Government to update AI development guidelines by end of March to promote risk countermeasures
Nishi Nippon | Local Language | News
エヌビディア、バイデン政権のAI向け半導体の輸出規制強化策を批判
Nvidia criticizes Biden administration's plan to tighten export controls on AI semiconductors
Mainichi Shimbun | Local Language | News
米政権の輸出規制強化策を批判 エヌビディア、AI向け半導体
Nvidia criticizes U.S. government's tightening of export controls on AI semiconductors
Nishi Nippon | Local Language | News
米政権の輸出規制強化策を批判 エヌビディア、ＡＩ向け半導体
Nvidia criticizes U.S. government's tightening of export controls on AI semiconductors
Tokyo Shimbun | Local Language | News
米、ＡＩ半導体の輸出規制強化 バイデン政権、対中国・ロシア
US tightens export controls on AI semiconductors as Biden administration targets China, Russia
Tokyo Shimbun | Local Language | News
米、AI向け半導体の輸出可否で国を3分類 敵対国への流入阻止
Mainichi Shimbun | Local Language | News
バイデン米政権、ＡＩ半導体輸出で新規制発表－大半の国に数量規制
Yahoo Finance | Local Language | News
政府、年度内にＡＩ指針を更新へ リスク対策推進、技術進化を反映
Tokyo Shimbun | Local Language | News
政府、年度内にAI指針を更新へ リスク対策推進、技術進化を反映
Nishi Nippon | Local Language | News
米、AI半導体の輸出規制強化 バイデン政権、対中国・ロシア
US tightens export controls on AI semiconductors as Biden administration targets China, Russia
Nishi Nippon | Local Language | News
バイデン政権、ＡＩ向け半導体の輸出規制強化…「第三国から中国・ロシア」防止
Yomiuri Shimbun | Local Language | News
-
Investor Responses to Potential Trump Tariffs and Economic Shifts
Investor caution is rising due to concerns over the return of Donald Trump to the White House and the prospect of tariff hikes, which recently led to a global influx of around $160 billion into money market funds by the week ending October 8th.
Simultaneously, global equity funds garnered net inflows for three consecutive weeks, totaling $11.36 billion. Notably, significant investments have been directed into European and Asian equities, indicating a diverse investment approach amid these geopolitical uncertainties.
The looming threat of increased tariffs, including a proposed 10% rise upon Trump's inauguration and a 25% hike on goods from Canada and Mexico, has prompted investors to hedge their positions. This sentiment has translated into an inflow of $526 million into industrial stocks following a series of outflows. Furthermore, technology stock funds rebounded robustly with net inflows amounting to $1.13 billion, reflecting strategic shifts in investor preferences.
In the midst of these developments, Chinese exports have reached a historical high, hitting 25.45 trillion yuan in 2024 and marking a 7.1 percent year-on-year increase. This surge provides a cushion against the looming US tariff threats despite analysts anticipating a decline in export volumes later in the year, which could potentially reduce China's GDP by approximately 0.5 percent. Nonetheless, China's economic growth is projected to hover around 5 percent, primarily driven by exports.
Trump has proposed substantial tariff hikes on Chinese goods aimed at addressing trade deficits and broader economic issues. Milan, selected to chair the White House Council of Economic Advisers, advocates for "optimal tariffs" despite the risk of triggering retaliatory measures. This stance echoes the economic consequences observed during the 2018 tariffs, characterized by a stronger dollar, decreased export competitiveness, and a deteriorating trade deficit.
China's economy appears vulnerable to US tariffs. In response, efforts to offset impacts through alternative market sales and yuan depreciation could intensify trade tensions with other regions. Economists suggest that China may need to enhance domestic spending or reconcile with slower growth due to its significant reliance on exports amid these tensions.
References for this Development
川普團隊擬逐步提高進口關稅 每月緩步提高2%-5%避免通膨飆升
NOWnews | Local Language | News
去年中國出口年增5.9％ 川普關稅更容易打到痛處
Liberty Times Net | Local Language | News
川普經濟學》台積電變美積電？從晶片到AI伺服器 高科技台企要付多少保護費？
The Storm Media | Local Language | News
鄭家鐘觀點：地緣政治經濟學來了！解讀「川普的美國」必備！
The Storm Media | Local Language | News
美關稅引恐慌 全球1,600億美元湧向貨幣基金
U.S. tariffs trigger panic, sending $160 billion to money funds around the world
Yahoo Finance | Local Language | News
Chinese exports surge as tariffs loom
Taipei Times | English | News
新白宮經濟顧問米蘭：高關稅弱美元 有利美國
Liberty Times Net | Local Language | News
-
US Implements Strategic AI Chip Export Controls
The US government is implementing a new export framework for artificial intelligence (AI) chips, aiming to preserve technological superiority by limiting advanced capabilities to the US and its allies.
This framework classifies countries into three levels of control. At Level 1, eighteen allied nations, including Taiwan, Japan, South Korea, and the Netherlands, encounter no restrictions. In contrast, approximately 22 countries, such as China, Russia, and Iran, are designated Level 3 and face strict export bans on advanced AI chips. Additionally, increased controls on "closed AI model weights" for Level 3 countries are particularly targeted at China to further widen the technological disparity between the US and China.
To administer these controls, the US has introduced the "Interim Final Rule on Artificial Intelligence Diffusion." This rule includes a 120-day public comment period and gives the industry a year to adapt. The initiative is intended to secure US national security while ensuring that advanced AI infrastructure remains concentrated within the US and its allies, thus promoting the international prominence of US AI technologies. Level 1 countries can apply for Global Certified End User status, which allows them to deploy computing resources abroad with fewer restrictions. Taiwan, in particular, stands to gain from these exemptions, enhancing its pivotal role in global semiconductor manufacturing and integrated circuit design and anticipated to boost its stock index.
Domestically, companies like NVIDIA might experience short-term revenue declines due to restricted access to significant markets such as China and the Middle East. President Biden's proposal also addresses potential global supply chain bottlenecks and disruptions arising from these new rules. Although it seeks to establish a secure technology ecosystem, industry leaders and companies like NVIDIA have expressed concerns over potential negative impacts on global innovation, supply chain disruptions, and competitive disadvantages for US semiconductor firms.
The US Semiconductor Industry Association, along with major tech players like Google, Microsoft, and Amazon, have voiced apprehensions about stifling innovation and adverse economic outcomes resulting from these stringent controls. Such concerns underscore a substantial strategic shift in AI technology regulation and export practices. Moreover, China's reaction includes condemning these measures as violations of international trade norms and threatening retaliatory actions to safeguard its interests.
References for this Development
輝達Blackwell AI伺服器面臨過熱、故障問題 微軟等四大廠傳砍訂單
ETtoday | Local Language | News
輝達出事了！AI晶片爆「機架過熱」，大客戶們「下訂3300億」現在狂減訂單
The Storm Media | Local Language | News
拜登擴大AI晶片禁令推「3級列管」 輝達：恐損美領導地位
TTV News | Local Language | News
美限制AI出口挫殺「晶片股」！台積電ADR跌逾3% 道瓊收紅358點
ETtoday | Local Language | News
拜登加強晶片管制 輝達：恐損及美國AI領導地位
Biden strengthens chip control: It may damage US AI leadership
ETtoday | Local Language | News
Biden proposes new rules on exporting AI chips
Taipei Times | English | News
《各報要聞》美三級管制AI晶片出口
"News from Various Newspapers" U.S. Level 3 Control on AI Chip Exports
Yahoo Finance | Local Language | News
北京痛批、輝達股價重挫 拜登政府臨去秋波推全面AI晶片出口管制、120國家將受限制
The Storm Media | Local Language | News
美國收緊AI晶片出口！劍指中國威脅、 台灣豁免 輝達憂過度擴張
NOWnews | Local Language | News
U.S. to impose AI chip sanctions Taiwan faces no restrictions
Focus Taiwan | English | News
美國宣布分3級管制AI晶片！對中禁令再擴大 台灣列關鍵盟友不受限
ETtoday | Local Language | News
美國將分3等級列管全球AI晶片！中國連AI模型也拿不到 對台影響曝光
The Storm Media | Local Language | News
美國擬3級列管AI晶片 專家：中國AI發展將弱化
The United States plans to list level 3 AI chip experts: China’s AI development will weaken
Central News Agency | Local Language | News
美將頒晶片管制新規！台積電ADR下跌3.36％ 美股漲跌互見
Yahoo News Taiwan | Local Language | News
美3級管制AI晶片 中國等22國遭封殺
US level 3 controls AI chips, China and other 22 countries are blocked
Liberty Times Net | Local Language | News
輝達也跳腳！AI晶片管制打到誰？ 專家曝「台廠伺服器」廣達恐最受傷
Yahoo Finance | Local Language | News
輝達等AI指標公司來台發TDR？ 金管會說難
United Daily News | Local Language | News
立委敲碗「叫輝達來台灣掛TDR」 金管會急喊：有難度
ETtoday | Local Language | News
拜登卸任前升級全球AI晶片管制 輝達不贊同：只會削弱美國領導地位
The Storm Media | Local Language | News
康舒AI伺服器產品Q3放量出貨 董座許介立：2025是成長年
Kangshu AI server products are shipped in Q3, Chairman Xu Jieli: 2025 is the year of growth
Yahoo Finance | Local Language | News
輝達Blackwell晶片機架傳過熱 美媒：微軟等客戶減訂單
The Storm Media | Local Language | News
輝達AI晶片機架傳出過熱 美媒：微軟等客戶減訂單
Nvidia AI chip rack is overheated. US media: Microsoft and other customers reduce orders
Liberty Times Net | Local Language | News
康舒：AI伺服器電源估第3季放量 今年是成長年
Central News Agency | Local Language | News
News Media
Key News Articles by Country
China
China firmly opposes U.S. restrictions on AI exports: ministry
Xinhua | English | News
China's Ministry of Commerce has strongly opposed the Biden administration's new restrictions on AI-related exports, which tighten controls on AI chips and model parameters, and extend extraterritorial jurisdiction. The ministry argues that these measures create barriers for third parties engaged in legitimate trade with China.
U.S. high-tech companies and industry organizations have expressed dissatisfaction with the restrictions, claiming they were enacted hastily and without adequate consultation. They warn of significant negative consequences and urge the Biden administration to reconsider the implementation of these controls.
Despite these concerns, the Biden administration remains committed to enforcing the measures. The ministry has criticized this approach as an overreach of national security concepts and a misuse of export controls, asserting it violates international trade rules. It argues that such restrictions undermine market principles, hinder normal trade, and negatively impact global technological innovation, ultimately harming businesses worldwide, including in the U.S. China has pledged to take necessary actions to protect its legitimate rights and interests in response.
Economic Watch: China's AI companion robots attract investor attention
Xinhua | English | News
An AI companion robot developed by Shenzhen Xuanyuan Technology Co., Ltd. has drawn significant investment, completing an angel round financing worth millions of yuan. Designed for children, the robot features emotion recognition and personalized interaction to enhance companionship and address mental health risks. Founder Li Yunzhou emphasizes the focus on improving human-robot interactions, signaling a growing trend in China's AI companion sector.
A report by Tencent Research Institute reveals that demand for AI companionship in China surpasses that in Europe and the U.S. Only 4.6% of surveyed individuals feel their companionship needs are met, with many facing social challenges. However, 79% express optimism about AI companions offering a safe space for emotional expression, particularly benefiting vulnerable groups like the elderly and children.
The current market comprises various AI companion robots, but they often lack diversity and largely resemble smart speakers. A shift toward more emotional interaction is anticipated, creating new investment opportunities. Companies such as TangibleFuture and Shanghai Luobo Intelligent Technology are making progress by introducing more engaging and lifelike products. Experts warn, however, that achieving true human-like interaction poses challenges due to technical limitations, even as market potential expands.
美国发布人工智能出口管制措施，商务部回应
Beijing News | Local Language | News
商务部：坚决反对美国发布人工智能出口管制措施
Ministry of Commerce: Firmly opposes the US's issuance of AI export control measures
Xinhua | Local Language | News
China firmly opposes US restrictions on AI exports: ministry
China Org Cn | English | News
China's Ministry of Commerce opposes the Biden administration's new restrictions on AI exports, which enhance controls on AI chips and model parameters while extending extraterritorial jurisdiction. The ministry argues these measures create barriers for legitimate trade with China.
In response, U.S. high-tech companies and industry organizations have expressed dissatisfaction with the swift implementation of these regulations, warning that they could have significant negative consequences. They have called on the Biden administration to reconsider its stance, but the administration has remained resolute.
The ministry's spokesperson condemned the restrictions as an overreach of national security and a misuse of export controls, claiming they violate international trade rules. The spokesperson emphasized that these actions hinder normal trade, disrupt market dynamics, and negatively impact global technological innovation. China has signaled its intention to take necessary actions to protect its legitimate rights and interests.
China promotes data labeling to spur AI development
Xinhua | English | News
China is enhancing its data-labeling industry to expedite artificial intelligence (AI) development, with significant advancements expected by 2027. The initiative, led by key state bodies, aims to promote influential data-labeling companies and establish hubs showcasing achievements and advantages across the country.
The guideline promotes AI integration in sectors like government services, urban governance, and rural revitalization. Data labeling, crucial for machine learning efficiency, involves processes such as filtering, cleaning, classification, annotation, and quality inspection. To support this sector, the Chinese government plans to introduce favorable fiscal, financial, and tax policies, along with updating national standards for AI training and data labeling.
India
Centre meets 13 firms for services under IndiaAI Mission
Hindustan Times | English | News
A technical panel from the Ministry of Electronics and Information Technology (MeitY) recently met with thirteen companies bidding for AI compute and cloud services under the IndiaAI Mission. This meeting was part of the tender process launched in August 2024, focusing on evaluating each company's ability to provide the required compute capacity.
The thirteen shortlisted firms, chosen from 19 submissions, include prominent names such as Jio Platforms, Tata Communications, and CtrlS Datacenters Limited. To qualify, companies must have operational AI services on the cloud with at least 1,000 AI compute units or commit to achieving this within six months of the agreement. The panel assessed the companies' current and future capacity and their commitment to providing compute units or GPUs for the IndiaAI Mission.
The initiative includes substantial funding, with 44% of the total 10,371.92 crore ($1.25 billion) allocated for developing a compute capacity exceeding 10,000 GPUs over five years. A public-private partnership model will establish this infrastructure. After the technical evaluation and commercial bidding, the selected firms will deliver AI compute and cloud services for an initial 36-month period, with a potential one-year extension. This initiative is designed to encourage private sector investment, with government subsidies for research and model training activities.
US' new restrictions on AI chip exports aimed at China, Russia: Explained in 10 points
The Economic Times | English | News
The Biden administration has implemented new export regulations on advanced computing chips used in artificial intelligence, specifically targeting sales to China and Russia. This initiative seeks to balance national security concerns with economic interests from allied nations, expanding prior restrictions from 2023 that limited AI chip exports to China.
The focus is on graphics processing units (GPUs), critical for AI model training and operation. The regulations also control global access to advanced GPUs used for AI model training clusters, with estimates suggesting that the restrictions represent the equivalent of 50,000 Nvidia H100 GPUs, which are essential for applications like chatbot services and fraud detection.
These regulations may escalate tensions between Washington and Beijing, especially with the upcoming inauguration of President-elect Donald Trump. Major U.S. tech companies, including Nvidia and Oracle, have voiced strong opposition to the curbs. The new export framework categorizes countries into three tiers, imposing no new restrictions on allies such as Australia, Japan, South Korea, and Taiwan.
Buyers of small quantities of GPUs, around 1,700 H100 chips, will be exempt from caps, requiring only formal notification. Eighteen countries, including key allies, are also excluded from the new GPU caps. Additionally, the U.S. is regulating "model weights," crucial for improving AI model performance through extensive data and algorithms. These ongoing restrictions are part of a broader strategy to counter China's efforts to achieve technological dominance.
Japan
米政権の輸出規制強化批判 半導体大手エヌビディア
Semiconductor giant Nvidia criticizes US government's tightening of export controls
The Sankei News | Local Language | News
米、AI半導体の輸出規制強化 バイデン政権、対中国・ロシア
US tightens export controls on AI semiconductors as Biden administration targets China, Russia
Nishi Nippon | Local Language | News
政府、年度内にＡＩ指針を更新へ リスク対策推進、技術進化を反映
Tokyo Shimbun | Local Language | News
The government will update its AI Business Guidelines by the end of March to strengthen risk countermeasures and adapt to rapid technological advancements. The revision will specifically target the risks and precautions associated with generative AI technologies that handle multimedia content, including images and videos, in addition to text.
These updated guidelines intend to promote voluntary risk management practices for businesses, helping them establish protocols for AI use. While the government is considering potential legal regulations on AI, these changes will take longer to implement. The guidelines will focus on "multimodal" generative AI, covering technologies that can create videos from text and images, responding to the competitive push from global tech leaders like OpenAI and Google.
東証、午前終値３万８４６９円 一時８００円安、半導体株に売り
Tokyo Shimbun | Local Language | News
The Tokyo Stock Exchange saw a sharp decline on the 14th, with the Nikkei 225 falling over 800 yen after the long weekend, closing at 38,469.58 yen—down 720.82 yen from last week. The Tokyo Stock Price Index (TOPIX) also decreased, ending at 2,679.75, down 34.37 points.
This drop was primarily driven by selling pressure in semiconductor stocks, reflecting a wider trend seen in U.S. high-tech stocks. Strong U.S. employment data added to market concerns, reducing expectations for an interest rate cut by the Federal Reserve. Fears about rising long-term interest rates in Japan further dampened sentiment, raising worries over increased borrowing costs for companies.
東証続落、一時800円安 半導体株に売り
The Sankei News | Local Language | News
エヌビディア、バイデン政権のAI向け半導体の輸出規制強化策を批判
Nvidia criticizes Biden administration's plan to tighten export controls on AI semiconductors
Mainichi Shimbun | Local Language | News
米政権の輸出規制強化策を批判 エヌビディア、AI向け半導体
Nvidia criticizes U.S. government's tightening of export controls on AI semiconductors
Nishi Nippon | Local Language | News
政府、AI開発指針を更新へ 3月末までに、リスク対策推進
Government to update AI development guidelines by end of March to promote risk countermeasures
Nishi Nippon | Local Language | News
バイデン政権、ＡＩ向け半導体の輸出規制強化…「第三国から中国・ロシア」防止
Yomiuri Shimbun | Local Language | News
The Biden administration has announced new export controls on artificial intelligence (AI) semiconductors, primarily targeting Nvidia. This initiative aims to prevent advanced technology from reaching China, Russia, and other non-hostile countries by categorizing them into three tiers, with export limitations for around 120 nations.
While exports to hostile countries like China, Russia, and North Korea remain restricted, allied countries, including Japan, the UK, Germany, and South Korea, will have unrestricted access to AI semiconductors. Concerns have been raised by Nvidia and industry groups about the potential widespread implications of these expanded controls.
To facilitate feedback, the US government will conduct a 120-day comment period involving impacted countries and industries. This regulatory tightening builds on policies initiated during the Trump administration, focusing on safeguarding US technology that could enhance military capabilities of adversaries. Key officials emphasized the primary goal of these controls is to protect advanced AI technology from being accessed by hostile nations.
米政権の輸出規制強化策を批判 エヌビディア、ＡＩ向け半導体
Nvidia criticizes U.S. government's tightening of export controls on AI semiconductors
Tokyo Shimbun | Local Language | News
NVIDIA criticized the Biden administration's recent export controls on artificial intelligence (AI) semiconductors, arguing that the new rules will diminish the U.S.'s global competitiveness and hinder technological innovation. While the regulations permit purchases by Japan and major European nations, they restrict sales to countries labeled as hostile, like Russia and China, to curtail military uses of these technologies.
The company contended that the measures would not bolster U.S. national security. A 120-day review period is set for expert feedback prior to the implementation of the rules. NVIDIA's stance highlights concerns over potential negative impacts on the U.S. technology sector and its position in the international market.
米、ＡＩ半導体の輸出規制強化 バイデン政権、対中国・ロシア
US tightens export controls on AI semiconductors as Biden administration targets China, Russia
Tokyo Shimbun | Local Language | News
On October 13th, the Biden administration introduced new export controls on artificial intelligence (AI) semiconductors used in data centers. The framework categorizes countries into three groups, allowing allied nations like Japan and major European countries to purchase freely, while imposing restrictions on adversarial nations, such as China and Russia. These measures aim to prevent the misuse of advanced semiconductors for military applications.
Friendly nations, including G7 countries, Northern Europe, South Korea, and Taiwan, will not face general restrictions. In contrast, countries already under U.S. export controls—like China, North Korea, Russia, and Iran—will continue to experience significant limitations. Other nations might face restrictions based on export volume. U.S. Secretary of Commerce, Lemond, highlighted the need to protect advanced AI technology from adversaries while facilitating its use among partner countries.
The U.S. government is particularly concerned about the potential for advanced AI to contribute to the development of weapons of mass destruction, heightening national security risks.
米、AI向け半導体の輸出可否で国を3分類 敵対国への流入阻止
Mainichi Shimbun | Local Language | News
The Biden administration has announced new export controls on advanced semiconductors used in artificial intelligence (AI), categorizing countries into three groups: trusted partners, hostile nations, and others. Exports to trusted partner countries will be permitted, while prohibitions will extend to hostile nations, including China, Russia, North Korea, and Iran. Additional restrictions will aim to prevent semiconductor smuggling to over 100 other countries.
About 20 countries, including major European nations, Japan, South Korea, Taiwan, Australia, and Canada, are recognized as trusted partners. The regulations are designed to mitigate national security threats from hostile nations that may exploit AI technology, particularly in developing chemical weapons. Initially, the US prohibited the export of leading-edge AI semiconductors to hostile countries, and this expansion seeks to eliminate regulatory loopholes.
Key products from US semiconductor manufacturers like Nvidia will fall under the export ban, but semiconductors not meeting specific thresholds or those for gaming will be exempt. Commerce Secretary Raymond emphasized these measures as crucial for protecting advanced AI technology from hostile nations while enabling AI advancements for partner countries. There will be a 120-day public comment period before the measures are implemented, attracting stakeholder input, especially given the potential for a change in administration. Nvidia and other international firms have voiced opposition to these proposed regulations.
バイデン米政権、ＡＩ半導体輸出で新規制発表－大半の国に数量規制
Yahoo Finance | Local Language | News
The Biden administration will implement new restrictions on the sale of advanced AI semiconductors from companies like Nvidia within a year. These restrictions will limit computing power sales to many countries and allow companies to bypass certain country-specific limitations by adhering to designated security and human rights standards. A 120-day comment period will enable companies to provide feedback before the incoming Trump administration potentially revises the regulations.
These measures are designed to manage national security risks while still supporting semiconductor trade. Low-power semiconductors used in academia and research will not require special licenses. The administration is particularly focused on China's technological advances and aims to concentrate AI development among allied nations to ensure compliance with U.S. standards.
Ongoing discussions with the Trump transition team reflect a bipartisan agreement on export controls as crucial for national security. Similar restrictions also apply to U.S.-made semiconductor imports, requiring compliance from around 20 allied nations, including Japan, before exporting to restricted countries. Currently, the U.S. prohibits semiconductor exports to over 20 nations, including China and Russia, in line with existing arms embargoes.
政府、年度内にAI指針を更新へ リスク対策推進、技術進化を反映
Nishi Nippon | Local Language | News
Philippines
US announces new restrictions on AI chip exports
Inquirer Net | English | News
The United States has announced new export regulations on artificial intelligence (AI) chips, aimed at restricting access for China and other adversaries as President Biden's term nears its end. The move has triggered a strong backlash from Beijing, which views the policy as a violation of international trade rules. Additionally, US semiconductor industry leaders and the European Union have expressed concerns regarding the impact of these regulations.
The new rules require authorization for exports of advanced chips, imposing strict controls on re-exports and transfers within countries. While exceptions will be made for US-friendly nations, other countries will face caps on imports of advanced chips. Enhanced security measures for AI data centers and stricter guidelines for sharing advanced AI models are also part of the regulations.
Industry leaders have criticized the timing and potential repercussions of the policy, arguing it could undermine US competitiveness and harm the economy in the long run. The Semiconductor Industry Association's head described the decision as hasty and lacking input from stakeholders, while Nvidia emphasized that the regulations would not necessarily enhance US security. Commentators warn that these restrictions may alienate international allies and inadvertently strengthen China by forcing nations to choose between American and Chinese technologies. The new regulations are set to take effect in 120 days, allowing time for the next presidential administration to reassess the measures.
South Korea
Science Ministry to focus on gaining lead in AI tech
Joongang Ilbo | English | News
Korea's Ministry of Science and ICT plans to prioritize advancements in national strategic technologies, focusing on artificial intelligence (AI) and advanced biology, as part of its 2025 strategy. The ministry aims to position the country among the top three global players in the AI industry by developing a comprehensive road map.
To support this initiative, the government will establish a national AI computing center to provide essential GPUs for AI development, benefiting local companies and researchers. Key investments include a 1 trillion won ($678.8 million) project for artificial general intelligence and an 810 billion won fund for AI startups.
Furthermore, the government will implement regulations for AI technology following the recent passage of the AI Basic Act, effective January 2026. Science Minister Yoo Sang-im highlighted the commitment to digital transformation to ensure Korea's competitive edge in the global technology landscape.
美 AI칩 수출통제 비난한 엔비디아…트럼프에 '구애'
Nvidia Criticizes US AI Chip Export Controls… ‘Courts’ Trump
Hankyung | Local Language | News
Nvidia has urged President-elect Trump to reject new AI regulations from the Biden administration, criticizing the 200-page document for lacking legislative review and jeopardizing U.S. leadership in technology. Concurrently, the U.S. Department of Commerce imposed stricter export regulations for AI semiconductors, aimed at controlling global chip sales.
The new rules allow 19 allies, including South Korea and Japan, to import AI semiconductors from the U.S., while banning exports to 20 Tier 3 countries like China and Russia. Tier 2 countries, such as India, can only import with U.S. approval. The semiconductor industry has expressed concerns about these regulations.
As the leading AI semiconductor exporter, Nvidia is worried about the regulations' impact on American interests, stating that the rules harm the industry even before the 120-day implementation period begins. The company seeks a return to policies promoting innovation and global sharing, reminiscent of Trump's first term. Additionally, Nvidia's stock has fallen to $131, reflecting broader tech sector anxieties linked to the Federal Reserve's interest rate outlook.
U.S. imposes AI chip curbs against China, allies exempted
Joongang Ilbo | English | News
The Biden administration has implemented new restrictions on AI chip exports to China, Russia, and other nations identified as national security threats, while exempting 20 key U.S. allies, including Korea, Japan, Canada, and several European countries. This initiative aims to prevent advanced technologies from reaching adversarial nations as the administration approaches the end of its term. The interim final rule allows exempted allies to purchase chips without restrictions, while other countries face limitations on the computational power they can access.
Entities in exempted countries can achieve "universal verified end user (UVEU)" status, permitting them to utilize up to 7 percent of their global AI computational capacity abroad. In contrast, non-allied entities may only purchase significant computational resources, initially limited to the equivalent of 50,000 advanced GPUs, which can rise to 100,000 if they meet compliance measures. Additionally, entities from non-adversarial countries can obtain "national verified end user" status for a cap of up to 320,000 GPUs within two years.
The rule seeks to balance national security with the need for international technology cooperation, allowing general-purpose chip applications while ensuring advanced semiconductor sales do not benefit adversarial nations. The National Security Advisor emphasized that the policy clarifies guidelines for international partners and addresses potential issues with circumvention by hostile entities. However, U.S. AI chipmakers have voiced concerns that these restrictions could limit their ability to capture the increasing global demand for AI technologies.
美, AI칩 수출 통제…中 "세계 무역 방해" 반발
US Controls Exports of AI Chips… China Responds, “Hindering Global Trade”
ZD Net Korea | Local Language | News
“美, AI 전략 자산화…대규모 자본·인프라 투자 시급” 민주당 AI진흥 TF
ET News | Local Language | News
The Democratic Party of Korea's AI Promotion Task Force recently highlighted the urgent need for significant investment in AI infrastructure to ensure South Korea remains competitive. Task Force head Chung Dong-young emphasized that AI is a critical strategic asset that transcends political divisions and requires a unified response amid current political instability.
There are concerns over U.S. strategies that could lead to the formation of regional blocs around AI national security, impacting South Korea's position. Naver Cloud's Ha Jung-woo pointed out the importance of AI across various sectors, including defense and education, and warned of potential repercussions from U.S. export controls on advanced technologies. He called for increased investment and innovation within South Korea to bolster its global competitiveness.
The meeting underscored the need for better public data disclosure and improved handling of learning data, aiming to enhance accessibility for AI processing. Ha advocated for initiatives to secure data in less-digitized languages to position South Korea as a leading AI powerhouse outside North America and China. Additionally, ethical considerations regarding AI's impact on inequality were addressed, with calls for equitable distribution of AI advancements and employment strategies to mitigate resulting challenges.
민동욱 엠씨넥스 대표 “차량용 반도체 모듈 패키징 진출…3000억 사업으로 육성”
ET News | Local Language | News
MC Nex, under CEO Min Dong-wook, is entering the automotive semiconductor module packaging sector, targeting a 300 billion won operation. This move follows the company’s successful expansion into camera modules, now valued at 1 trillion won. At CES 2025, Min announced that mass production will start in the first half of the year at their Vietnamese facility, with sales expected by the end of 2023.
The automotive semiconductor packaging integrates vehicle-embedded chips into printed circuit boards, leading to the final assembly of system semiconductors. Since late 2022, MC Nex has invested over 15 billion won in R&D and upgrading its Vietnamese production line. The company has formed partnerships with two domestic fabless automotive semiconductor firms for distribution to vehicle manufacturers.
Founded in 2004, MC Nex has focused on mobile and automotive camera modules for major clients like Samsung Electronics and Hyundai Motor Group. To adapt to the shift towards electric and autonomous vehicles, the company is diversifying its product offerings. As competition from Chinese firms increases in the camera module market, MC Nex also plans to introduce radar and LiDAR technologies, aiming for a sales target of 2 trillion won by 2030 and implementing shareholder-friendly policies such as share buybacks.
美매체 “빅테크 기업, 엔비디아 블랙웰 결함에 주문 연기”
US media: “Big tech companies delay orders due to Nvidia Blackwell defect”
ET News | Local Language | News
Major customers of NVIDIA, including Microsoft, Amazon, Google, and Meta, are delaying orders for the new AI accelerator 'Blackwell' due to overheating issues in the racks that house essential data center components. Problems were identified with the connection methods between chips in initial shipments, prompting some clients to reconsider their orders.
These cancellations involve significant portions of orders originally valued at over $10 billion each. Customers are now weighing the option of waiting for improved versions of the racks or shifting to NVIDIA's existing AI chips amid growing concerns around the Blackwell's reliability.
OpenAI, a Microsoft partner, had planned to install a GB200 rack with over 50,000 Blackwell chips in Phoenix, Arizona, but is now seeking the previous generation Nvidia 'Hopper' chip due to delivery delays. Compounding these issues, NVIDIA had already faced heat-related challenges before the Blackwell launch, prompting design change requests from server rack suppliers. Despite earlier assurances from NVIDIA's CEO, current events have raised doubts concerning the stability of the Blackwell server supply.
야놀자클라우드 "글로벌 트래블 테크 매니지먼트 구축 완료”
Yanolja Cloud “Completed establishment of global travel tech management”
ZD Net Korea | Local Language | News
Yanolja Cloud has completed its global travel tech management initiative, enhancing its leadership in artificial intelligence (AI). The company appointed Jang Jeong-sik, previously of Google, as Chief Technology Officer (CTO). Since joining in 2022, Jang has advanced B2B solution technology and developed hyper-personalized services through data insights, automating travel environments and improving operational efficiency.
To support its global strategy, Yanolja Cloud has made key management appointments, including Kim Hyun-jung as Global Chief Business Officer (CBO) and Francesco Deleda as CEO for Go Global Travel. Moon Byung-deok has been named Chief Financial Officer (CFO). Jang's selection as CTO highlights Yanolja's commitment to boosting its AI technology and data management capabilities, reinforcing its position as a global tech leader.
Yanolja Cloud is expanding its vertical AI business for the travel sector, leveraging a global data lake. The company reports significant financial growth, with cumulative sales and operating profit reaching 212.6 billion won—a year-on-year increase of 87.1%. The third quarter saw a 33.1% margin primarily from AI solutions, leading to an adjusted EBITDA of 30.2 billion won. A representative emphasized the focus on rapid leadership transformation for global expansion and AI-driven operational efficiency.
Plan for 1 chip fab puts Korea well behind U.S., Japan
Joongang Ilbo | English | News
Korea's semiconductor strategy for 2025 is limited, with plans for only one new chip plant this year. This contrasts sharply with the global situation, where 18 new chip plants are expected to be built, mainly in the U.S. and Japan. The increasing demand for advanced semiconductor technologies in sectors like generative AI, high-performance computing, automotive, IoT, and power electronics highlights the urgency of these developments.
The U.S. and Japan plan to start four new chip projects each in 2025. The U.S. government's CHIPS Act is effectively attracting semiconductor manufacturers, with commitments from Intel, Micron, TSMC, and Samsung Electronics. Meanwhile, TSMC is expanding in Japan with a second chip plant, backed by significant government subsidies aimed at advanced chip production.
Korea's only initiative involves SK hynix's new DRAM production line at the Yongin chip cluster, a minimal expansion that risks putting Korea at a disadvantage as Taiwan and China escalate their chip production. Experts warn that increased government support is crucial for Korea to maintain its competitive edge, particularly as global competitors focus on proprietary technologies and advanced node production. Samsung's production timeline challenges further highlight the pressures faced by Korea's semiconductor ambitions.
SK hynix poised to outperform Samsung with W8tr Q4 profit
Korea Herald | English | News
SK hynix is projected to surpass 8 trillion won ($5.43 billion) in operating profit for the fourth quarter, outpacing Samsung Electronics. This growth is driven by increased demand for high-bandwidth memory (HBM) chips essential for AI technologies, particularly generative AI systems. The rise in HBM shipments has mitigated declines in prices for traditional memory chips such as NAND flash and DRAM.
Analysts have raised their profit estimates for SK hynix to between 8.1 trillion and 8.2 trillion won, a significant leap from the previous year's 346 billion won and an increase from 7.3 trillion won in the third quarter. In contrast, Samsung Electronics is expected to report a profit of 6.5 trillion won, with its semiconductor division forecasted to earn about 3.5 trillion won. Overall, SK hynix's total operating profit for last year is estimated at around 23.42 trillion won, surpassing Samsung's semiconductor profits.
Looking forward, SK hynix is well-positioned in the HBM market, with advanced HBM3E chips and plans for next-generation HBM4 releases. Analysts remain optimistic about SK hynix's market leadership, while Samsung focuses on qualifying its HBM3E chips for Nvidia. Additionally, foreign investors have shown heightened interest in SK hynix, with net investments of 961 billion won, leading to 55.37 percent foreign ownership of its shares.
美, AI 칩 수출규제 전 세계로 확대…韓 면제 국가 포함
US Expands AI Chip Export Regulations Worldwide… Korea Included as Exempt Country
ET News | Local Language | News
The US government has finalized a plan to expand export regulations on advanced AI semiconductors globally, targeting countries deemed hostile, notably China and Russia. The US Department of Commerce announced revisions to the Export Administration Regulations (EAR) to strengthen existing controls and prevent circumvention. Countries will be classified into three tiers, with a 120-day comment period before implementation.
Tier 1 includes US allies such as Korea, Australia, and several European nations, which are exempt from the new regulations. Tier 2 nations, including Singapore and Israel, will have specific quotas for semiconductor purchases. Tier 3 consists of countries under arms embargo, including Russia and China, where exports will require permission from the Department of Commerce, carrying a presumption of denial. This initiative aims to halt the flow of AI semiconductors to hostile nations, which has previously been facilitated through intermediaries.
The regulations also restrict the construction of AI semiconductor-based data centers. Tier 1 and Tier 2 countries can establish these facilities, provided they adhere to specific capacity limits to keep the majority of AI computing power within their borders. Control measures have been extended to advanced AI models trained on large datasets, excluding older models and publicly available ones. Korea’s inclusion in Tier 1 is expected to preserve its access to US semiconductor technologies, fostering ongoing cooperation to stabilize the semiconductor supply chain.
Korea to collaborate with Israel, Japan on AI, semiconductors
Joongang Ilbo | English | News
Korean Director-General for Technology Policy Je Kyung-hee held a virtual meeting with Alon Stopel, Israel's chief scientist, to evaluate joint research initiatives. They focused on enhancing cooperation between Korea, Israel, and Japan in critical tech sectors like artificial intelligence and semiconductors. This collaboration began with the establishment of the Korea-Israel Industrial R&D Foundation in 2001, which has contributed $8 million annually since 2022 to support various projects.
The foundation currently funds 16 R&D projects, with plans to introduce seven new projects this year. The Ministry of Trade, Industry and Energy highlighted that Korea's manufacturing strengths combined with Israel's expertise in cybersecurity and AI are expected to yield significant mutual benefits for both nations.
Je also met with Japan's director-general for innovation and environment, Jingo Kikukawa, to discuss technology cooperation in light of the incoming U.S. administration. During their in-person meeting in Seoul, they emphasized the need for continued bilateral collaboration to adapt to rapidly evolving industrial technologies and expressed commitment to explore new partnership areas.
美, 첨단 AI 반도체 수출통제 강화…산업부 "국내 수입엔 영향 없어"
Newsis | Local Language | News
The US government has enhanced export control measures on advanced artificial intelligence (AI) semiconductors, impacting 22 countries, including China. The revised Export Administration Regulations (EAR) were announced by the Department of Commerce's Bureau of Industry and Security on November 13. Eighteen key allies, such as South Korea, are exempt, allowing continued exports without additional restrictions.
For countries under a US arms embargo, permits are required, and applications will be reviewed with a presumption of denial. Future exports to other nations will also need permits, although exceptions exist for specific uses like manufacturing AI chips or gaming chips not intended for data centers.
The South Korean Ministry of Trade has stated that these measures will not adversely affect domestic imports of advanced AI chips, as Korea is among the exempt countries. However, they warn that Korean entities may need permits if associated with companies in embargoed nations. Officials plan to analyze the implications of the US measures and work closely with the US to ensure stability in the semiconductor supply chain and compliance with export controls.
“AI 학습에 기사 무단 사용” 지상파 3사, 네이버에 저작권 침해 소송
Maekyung | Local Language | News
뭉쳐야 산다...SDV용 반도체 개발 협력 후끈
We must unite to survive... Cooperation in the development of semiconductors for SDVs is heating up
ZD Net Korea | Local Language | News
The automotive industry is increasingly moving towards software-centric vehicles (SDVs), prompting traditional semiconductor firms and manufacturers to collaborate for faster development. Partnerships announced at CES 2025 highlight this trend, revealing a collective focus on SDVs that rely heavily on software for functionality and competitiveness.
Honda and Renesas have formed a notable alliance to co-develop a high-performance system-on-chip (SoC) for Honda's upcoming 'Honda Zero' electric vehicles. The SoC aims for AI computational performance of 2,000 TOPS and power efficiency of 20 TOPS/W, utilizing TSMC's 3-nanometer automotive process. Honda is concurrently enhancing its own SDV software technologies.
LG Electronics is bolstering its semiconductor capabilities through a partnership with Ambarella to integrate a Driver Monitoring System (DMS) into an AI SoC, aimed at improving driver safety by identifying risky behaviors. Additionally, LG has secured ISO 26262 certification for its microcontroller unit, reinforcing its commitment to the SDV market.
Intel has entered the SDV semiconductor sector with its Arc B series GPU, featuring AI processing performance of 200 TOPS, to power Karma Automotive's new electric vehicle. This GPU will support large language model operations offline. Intel is also partnering with Red Hat and AWS to enhance its SDV offerings with software development and cloud testing.
Market forecasts predict robust growth for the SDV sector, with revenues projected to rise from USD 270.9 billion last year to USD 419.7 billion by 2028, reflecting a compound annual growth rate of 9.15%.
S. Korea's ICT exports jump 24% in Dec. on robust chip demand
Korea Herald | English | News
South Korea's information and communication technology (ICT) exports surged 24 percent in December, reaching $22.66 billion, primarily fueled by strong semiconductor sales, according to the Ministry of Science and ICT. The country's imports totaled $13.32 billion, resulting in a sector trade surplus of $9.33 billion.
Semiconductor exports experienced a 31.1 percent year-on-year increase to $14.51 billion, driven by heightened demand for AI-related chips. Exports of computers and communication equipment soared by 97.2 percent to $1.62 billion, while mobile phone shipments rose 19.3 percent to $1.12 billion. However, display panel shipments declined slightly by 1.2 percent to $1.69 billion due to reduced demand for TVs and personal computers.
Geographically, combined exports to China and Hong Kong grew 13.4 percent to $8.91 billion, while exports to Vietnam and Japan rose by 2.7 percent and 14.3 percent, respectively. Notably, exports to the United States increased significantly by 41.3 percent to $3.59 billion, whereas shipments to the European Union fell by 3.9 percent to $910 million. For the entirety of 2024, South Korea's ICT exports rose 25.9 percent year-on-year to $235 billion, with imports up 4.9 percent to $143.2 billion, resulting in a total trade surplus of $91.8 billion.
"엔비디아 블랙웰 대형 서버, 양산 시점 지연중"
"NVIDIA Blackwell Large Server, Mass Production Delayed"
ZD Net Korea | Local Language | News
NVIDIA's GB200 NVL72 server, based on the AI GPU 'Blackwell', is facing significant delays in mass production. Analyst Kuo Ming-chi from Tianping Securities reported that estimated shipments for this year have dropped from 58,000 racks to a range of 25,000 to 35,000 racks, with mass production now pushed from September to December 2024.
The GB200 NVL72's design includes many untested technologies, contributing to potential further delays into the second half of the year. The server's complexity, featuring connections for up to 72 AI accelerators, exacerbates these challenges.
NVIDIA CEO Jensen Huang highlighted the involvement of 45 factories and 1,550 suppliers in the manufacturing process, underscoring the assembly and installation complexities. Kuo emphasized that the shipment issues stem from supply constraints rather than low demand, indicating that unless further delays occur, NVIDIA is unlikely to cut orders due to TSMC's cautious capacity expansion and advanced process production limitations.
정부 "美 AI반도체 수출통제, 국내 영향 제한적"
Government: "US AI Semiconductor Export Controls Have Limited Domestic Impact"
Money Today | Local Language | News
The US government has announced revised export control measures for advanced artificial intelligence (AI), which will have a limited impact on Korea due to its exemption from the export control list. Korea will not face restrictions on importing US-made AI semiconductors and models, as outlined by the US Department of Commerce's Bureau of Industry and Security (BIS). The measures state that critical advanced semiconductors and AI models will be reserved for allied nations.
The Export Administration Regulations (EAR) will be updated to enhance controls over advanced AI semiconductors and prevent circumvention exports. Exports to 22 arms embargoed countries, including China, Russia, and North Korea, will require permits, which are expected to be denied. For other nations, permits will still be necessary but could be granted more easily under specific conditions.
Additionally, the revised rules include a system for companies in exempted countries like Korea to obtain Verified End User (VEU) approval, allowing them to operate global data centers without additional export licenses. The scope of export controls will also cover advanced AI models trained using AI semiconductors while still exempting key allies. Korea's Ministry of Trade, Industry and Energy officials noted that while Korean entities are largely protected, caution is advised for those linked to arms embargoed nations. The government aims to evaluate the implications of these controls and will work with the US to ensure semiconductor supply chain stability.
[2025 업무보고] 과기정통부 AI확산·기술사업화 속도 높인다
ET News | Local Language | News
Koo Hyuk-chae, Director General of the Policy Planning Office of the Ministry of Science and ICT, announced plans for the ministry to lead South Korea's artificial intelligence (AI) transformation by 2025. Key initiatives include the construction of a national AI computing center, implementation of AI tax credits, and support for small businesses through improved local broadcasting and affordable telecommunications options. The strategy, themed "Digital Transformation with AI, Leading the Future with Science and Technology," was presented to Acting President Choi Sang-mok.
The ministry aims to rapidly establish the AI computing center through public-private partnerships and revise data center regulations. Primary objectives for 2023 include finalizing statutes under the AI Basic Law and establishing safety management standards for high-impact AI applications. A significant financial commitment of 1 trillion won for general AI development and an 810 billion won policy fund for AI transformation will be introduced, along with initiatives to elevate AI as a national strategic technology.
Enhancing citizens' livelihoods is a focus, with plans to strengthen digital safety against cyber threats and improve disaster management. Support for small businesses will be prioritized, along with enhancing telecommunications competitiveness and creating an accessible reporting system for those with hearing and speech impairments. Efforts will also be made to commercialize technology through a national platform and a public-private inter-ministerial council.
Further goals include securing global leadership in strategic technologies, such as advanced bio, quantum, and 6G, while promoting emerging industries like future energy and space. The ministry is working on a science and technology fund of 1 trillion won from private investments by 2028 and plans to introduce the Regional Science and Technology Innovation Act to boost regional ecosystems and local economies.
정부, 범용인공지능 개발에 1조원 투입
Government invests 1 trillion won in developing general artificial intelligence
ET News | Local Language | News
The South Korean government is investing 1 trillion won in artificial general intelligence (AGI) development over the next six years, aiming to establish itself as one of the top three AI nations worldwide. An accompanying AI policy fund of 810 billion won will support this initiative, alongside tax credits for AI research and development (R&D) of up to 50%.
In a recent meeting, various ministries presented plans to advance this initiative, with the Ministry of Science and ICT outlining a project for AGI development and requesting a preliminary feasibility study of 1 trillion won for the years 2026 to 2032. The focus will be on securing core technologies domestically rather than directly competing with global leaders in AGI.
To support these objectives, the government intends to expand R&D tax deductions for small and medium-sized enterprises from 30-40% to a maximum of 50%, while also increasing deductions for large enterprises. This proposal must be approved by the National Assembly, with negotiations expected once political conditions permit. Plans for a 'National AI Computing Center' involving a 2 trillion won public-private investment are also underway, with further details to be released next month.
In addition to AGI, South Korea is prioritizing advancements in fields like 6G and quantum technology. The Ministry of Land, Infrastructure and Transport will lead the nation’s first fully unmanned autonomous driving pilot later this year, and the Ministry of Agriculture, Food and Rural Affairs is establishing smart agriculture zones. Minister Yoo Sang-im highlighted the importance of nurturing science and technology talent to maintain a competitive edge globally.
[미장브리핑] 美 AI 칩 수출 제한 규정·주커버그 발언에 엔비디아·리게티↓
ZD Net Korea | Local Language | News
On January 13th, the U.S. stock market exhibited mixed results. The Dow Jones Industrial Average rose by 0.86% to 42,297.12, and the S&P 500 increased by 0.16% to 5,836.22. In contrast, the Nasdaq index fell by 0.38% to 19,088.10, influenced by rising U.S. Treasury yields, with the 10-year yield soaring to 4.79%, the highest since November 2023. Analysts believe the prospect of further interest rate cuts by the U.S. Federal Reserve will be challenging, impacting market momentum.
Nvidia's stock dropped over 2% following the announcement of new U.S. export restrictions on artificial intelligence (AI) chips. The government plans to limit AI chip exports to allies and block sales to countries like China, Russia, Iran, and North Korea. U.S. Secretary of Commerce Gina Raimondo emphasized the need to preserve American leadership in AI and chip design. These regulations will impact graphics processing units (GPUs) critical for AI training, mainly produced by Nvidia.
Stocks related to quantum computing, such as IonQ and Rigetti Computing, also fell. Rigetti's stock plummeted 27% after Mark Zuckerberg stated quantum computers would take years to become operational. Nvidia CEO Jensen Huang previously indicated it could take 15 to 30 years for quantum computing to reach its full potential.
美, 신규 첨단 AI칩·모델 수출통제…한국 등 핵심 동맹국 제외
US Controls Exports of New Advanced AI Chips and Models… Excluding Key Allies, Including Korea
ZD Net Korea | Local Language | News
On the 13th, the U.S. Bureau of Industry and Security (BIS) implemented updated export controls for advanced artificial intelligence (AI) chips and models. These revised measures aim to enhance existing controls and prevent circumvention, with 18 key allies, including Korea, exempted from the restrictions. The exempt nations include Australia, Canada, Denmark, France, Germany, Japan, the Netherlands, Spain, Taiwan, and the UK.
Exporting AI chips to the 22 arms embargo countries will require a license, expected to be denied unless under exceptional circumstances. These embargoed countries include China, Russia, and Iran. Other nations may also require permits for AI chip exports, although exceptions exist for manufacturing and gaming chips.
The Validated End User (VEU) system for data centers has been updated, enabling companies in exempt countries to operate globally without extra permits post-approval. While advanced AI models trained with these chips are now controlled, public and lower-performing models are excluded. A representative from Korea's Ministry of Trade noted that being on the exempt list should minimize the impact on local companies importing these technologies.
However, companies in Korea with ties to embargoed countries must still comply with licensing requirements. The Korean government will closely monitor the implications of these U.S. measures and seek collaboration to stabilize the semiconductor supply chain and manage export controls effectively.
Biden gov't unveils more controls on AI chip exports no curbs for S. Korea, other allies
Korea Herald | English | News
The Biden administration has announced new restrictions on AI chip exports to curb advanced technology transfers to China, Russia, and other nations considered security risks. The interim final rule, released shortly before the end of the administration's term, exempts 20 key U.S. allies and partners, including South Korea, Japan, and Canada, from chip sale restrictions. Secretary of Commerce Gina Raimondo emphasized the policy's goal to foster a trusted technology ecosystem while addressing national security threats associated with AI.
Allied entities meeting specific security standards can obtain "universal verified end user" (UVEU) status, allowing them to utilize about 7% of their global AI computational capacity. Non-allied countries can purchase significant computational power, capped at 50,000 advanced GPUs, increasing to 100,000 with agreements meeting U.S. standards. Additionally, applicants from non-allied nations may secure "national verified end user" status, enabling purchases of up to 320,000 GPUs over two years.
The rule exempts chip orders totaling around 1,700 advanced GPUs from licensing and national caps, benefiting most educational and medical institutions. While the regulation aims to clarify procedures for international partners and reduce circumvention risks, U.S. AI chipmakers have voiced concerns about potential barriers to overseas sales amid escalating global demand for AI technology.
SKT links up with Lambda for AI cloud service on Nvidia's H100 GPU
Joongang Ilbo | English | News
SK Telecom has launched an AI cloud service using Nvidia's advanced H100 GPU in partnership with Lambda, a U.S. cloud computing firm. This GPU-as-a-service (GPUaaS) marks the establishment of Lambda's first region in the Asia-Pacific within SK Telecom's AI data center in Gasan, southwestern Seoul.
The service facilitates stable AI learning and inference, allowing users to select from various GPUs tailored to their needs. SK Telecom also plans to upgrade to Nvidia's next-generation H200 GPU in the first quarter of next year, aiming to be the first Korean company to adopt this technology. The company aims to position Korea as an AI data center hub for the Asia-Pacific by creating a robust AI infrastructure that includes AI data centers, GPUaaS, and edge AI.
S. Korea's ICT exports jump 24 pct in Dec. on robust chip demand
Yonhap | English | News
South Korea's information and communication technology (ICT) exports jumped 24 percent in December year-on-year, reaching $22.66 billion, largely due to robust semiconductor sales. Imports for the month totaled $13.32 billion, leading to a trade surplus of $9.33 billion in the sector.
Semiconductor exports surged 31.1 percent to $14.51 billion, driven by high demand for AI-related chips. Exports of computers and communications equipment skyrocketed 97.2 percent to $1.62 billion, while mobile phone shipments rose 19.3 percent to $1.12 billion. Conversely, display panel shipments dipped 1.2 percent to $1.69 billion due to weakened demand for TVs and personal computers.
Regionally, exports to China and Hong Kong increased 13.4 percent to $8.91 billion, spurred by higher chip, display, and mobile phone sales. Shipments to Vietnam and Japan also rose by 2.7 percent and 14.3 percent, reaching $3.02 billion and $360 million, respectively. Notably, exports to the United States surged 41.3 percent to $3.59 billion, while those to the European Union fell 3.9 percent to $910 million. In 2024, total ICT exports rose 25.9 percent to $235 billion, with imports increasing 4.9 percent to $143.2 billion, resulting in a trade surplus of $91.8 billion.
AI칩 주도권 노리는 삼성…"서버·폰·TV용 NPU 모두 개발 중"
Samsung Aims for AI Chip Dominance… “Developing NPUs for Servers, Phones, and TVs”
ZD Net Korea | Local Language | News
Samsung is investing in Neural Processing Units (NPUs) for applications in servers, smartphones, and televisions. Kim Dae-hyun, head of Samsung Research's Global AI Center, emphasized the company's commitment to this technology, including projects such as the 'Mach' cloud-use NPUs and NPU development for TVs. NPUs offer high computational efficiency for machine learning tasks.
The AI semiconductor market is currently led by Nvidia's GPUs, noted for their superior parallel processing. While Samsung's supply of around 10,000 units pales in comparison to competitors like Microsoft and Meta, which have secured hundreds of thousands, Kim asserts that NPUs will become increasingly vital, as they are specifically designed for AI applications and can potentially surpass GPUs in performance.
Samsung's NPU strategy encompasses hardware, software, and AI models, demonstrating a holistic approach. Following a failed partnership with Naver on the Mach project, the company is now focusing on independent development. Meanwhile, domestic startups like Rebellion and Furiosa AI are also entering the NPU market, signaling a burgeoning ecosystem. Kim highlighted the necessity for balanced support in hardware and software for these startups to succeed.
Rep. Koh Dong-jin underscored the need for a strong domestic AI semiconductor ecosystem, advocating the leverage of established companies' infrastructure alongside local startups' innovations. This strategy is deemed crucial for enhancing the capabilities and competitiveness of the local AI chip industry.
[주간 클라우드 동향/1월②] AI 내건 국내 SW기업 ‘CES 종횡무진’
[Weekly Cloud Trends/January②] Domestic SW Companies with AI in Their Eyes 'Running Across CES'
Digital Daily | Local Language | News
CES 2025, held in Las Vegas from January 7 to 10, focused on the practical integration of artificial intelligence (AI) into everyday life. Nvidia CEO Jensen Huang showcased the evolution of AI with the introduction of the 'Cosmos' platform for autonomous driving and robotics. Major players like Microsoft, Amazon, and Google presented advancements in quantum computing, including Microsoft’s Azure Quantum Elements and AWS's Amazon Braket.
Domestic software firms made significant contributions, with Samsung SDS unveiling its generative AI services such as 'Brity Copilot' and 'Fabrics'. Newly appointed CEO Lee Jun-hee emphasized cloud services as essential for competing in the generative AI market. Companies like ThinkFree and Polaris Office also showcased AI-driven innovations, highlighting South Korea's software sector growth.
The metaverse re-emerged in discussions, particularly between Lotte Innovate's Calibus and NVIDIA, aiming to enhance platform access through NVIDIA's cloud gaming service, 'GeForce Now'.
In cloud developments, LG CNS plans an initial public offering to lead in digital transformation. A survey revealed 98% of VMware customers are exploring alternative hypervisors due to dissatisfaction with licensing. Additionally, LG CNS and Megazone Cloud dissolved their joint venture, Cloudgram, while Bespin Global's Korean subsidiary reported profitability in 2024, driven by AI-managed services. Orchestra Cloud appointed Lee Hyung-bae as CEO to accelerate cloud service expansion.
美,AI관련 수출 통제 작동 방식은 어떻게 될까?
US: How will AI-related export controls work?
Hankyung | Local Language | News
The U.S. Department of Commerce has issued an 'Interim Final Rule on Artificial Intelligence Proliferation' to restrict the export of AI chips globally, except for the U.S. and 19 allied nations. The rule aims to limit adversaries' capabilities in areas like nuclear simulations and military advancements. U.S. tech companies, particularly Nvidia, oppose the rule, and its implementation may change amid the 120-day review period, especially with potential shifts in administration.
The focus is primarily on graphics processing units (GPUs), which enhance graphic rendering. Tier 1 countries, including South Korea, Japan, and the UK, are exempt from these restrictions. In contrast, Tier 3 countries like China and Russia face a total export ban, while Tier 2 countries, such as Mexico and India, have GPU limits based on their total processing power (TPP), capped at 790 million TPP by 2027.
Countries can apply to increase their purchase limits, requiring U.S. government review. Major cloud platforms are exempt, and the U.S. will allow companies outside the restricted nations to acquire about 320,000 high-end GPUs under certain conditions to prevent smuggling. Smaller GPU orders necessitate only government notification.
The initiative also controls model weights, essential for AI training, to secure advanced algorithms and ensure reliable AI development. The overarching goal is to create a secure environment for the advancement and deployment of cutting-edge AI technologies.
SK Telecom launches new Nvidia-powered cloud service GPUaaS
Korea Herald | English | News
SK Telecom has launched its AI cloud service, SKT GPUaaS, following successful pilots at its Seoul AI data center, which began operations on December 30. This initiative is part of a broader strategy revealed at SK AI Summit 2024, focusing on GPUaaS, edge AI, and nationwide AI infrastructure development. The Gasan AI data center has been optimized for high-density GPU server operations, achieving 44 kilowatts per rack, surpassing the national average.
SKT GPUaaS, co-developed with US provider Lambda, offers a subscription-based service and houses Lambda's first Asia-Pacific data center. It utilizes Nvidia's top-performing H100 GPUs, providing business subscribers the ability to customize GPU packages with options for dedicated servers and enhanced security. The service allows for scalable GPU resources to meet varying business demands.
Pricing is flexible based on subscription duration and GPU quantity, with short-term options available. To attract customers, SK Telecom is offering a 20 percent discount for the first two months and a GPU trade-in program. The service has already attracted interest from over 100 companies, including major corporations and academic institutions. Additionally, SK Telecom plans to introduce Nvidia's H200 GPUs in the first quarter to further enhance its offerings and strengthen its AI infrastructure market position.
Taiwan
台積電高雄P4、P5廠擴建環評初審 將補正再審
Central News Agency | Local Language | News
輝達出事了！AI晶片爆「機架過熱」，大客戶們「下訂3300億」現在狂減訂單
The Storm Media | Local Language | News
AI晶片需求旺盛 外媒看好台積電第四季獲利激增58%
ETtoday | Local Language | News
輝達Blackwell晶片機架傳過熱 美媒：微軟等客戶減訂單
The Storm Media | Local Language | News
川普2.0加AI商機爆棚 兩檔海外ETF提前卡位美股科技巨頭
Yahoo Finance | Local Language | News
Global stock markets are poised for a strong performance in 2024, with major markets, including Taiwan, on track for record highs. Despite some recent profit-taking linked to concerns over Trump's potential return to the presidency, there is a prevailing optimism towards growth stocks, particularly in the technology sector. China Trust Investment Trust has responded by launching two new ETFs focused on U.S. technology growth stocks: CITIC NASDAQ (009800) and CITIC USA Innovation Technology (009801).
These ETFs are aligned with the expected emergence of Trump’s "Make America Great Again" policy trend. They target key players in the tech revolution, particularly companies benefiting from advancements in AI. The CITIC NASDAQ ETF tracks the "NASDAQ 100 Index," featuring major firms such as AI chip leader Huida and e-commerce giant Amazon, along with emerging companies like Intuitive Surgery. With a low entry price of 10 yuan and annual fixed dividends, these investment options are accessible to a broad range of investors.
CITIC USA Innovation Technology (009801) focuses on technology leaders, with major allocations to Huida, Microsoft, and Amazon. Designed for those optimistic about AI’s future, this ETF emphasizes firms with significant R&D investment and strong stock momentum. Drawing parallels to the mid-1990s internet boom, experts believe that AI applications will underpin U.S. market performance despite short-term uncertainties surrounding Trump's policies. Investors are encouraged to explore these ETFs for emerging opportunities within the AI sector.
美將頒晶片管制新規！台積電ADR下跌3.36％ 美股漲跌互見
Yahoo News Taiwan | Local Language | News
美3級管制AI晶片 中國等22國遭封殺
US level 3 controls AI chips, China and other 22 countries are blocked
Liberty Times Net | Local Language | News
The U.S. government has implemented Level 3 export controls on AI chips and technology, banning exports to China and 22 other countries. Key allies, including Taiwan, Japan, the UK, and the Netherlands, are exempt from these restrictions and can still access AI technology. The new policy aims to prevent adversarial military advancements by limiting access to critical AI capabilities.
This move is part of a broader strategy to maintain U.S. leadership in the AI sector amid concerns over potential military enhancements in countries like China, Russia, Iran, and North Korea. U.S. Commerce Secretary Raimondo emphasized the importance of preserving America's position in AI development and chip design. Companies will have a year for transition, including a 120-day comment period for feedback on the regulations.
While these measures aim to close loopholes and reinforce security against unauthorized technology transfers, some industry leaders warn that the controls could create bureaucratic obstacles, potentially stifling innovation and harming U.S. competitiveness in the semiconductor market.
ASIC需求助攻 擷發科去年全年營收6739萬元、年增近95%
ETtoday | Local Language | News
IC design factory Jiefa Technology reported a cumulative revenue of 67.39 million yuan for 2024, a 94.58% increase from 2023. This growth is driven by the expansion of the ASIC and AI markets, particularly through its IC design services and AI software service platform. Revenue from NRE solutions for NFC and AI applications also contributed significantly to this strong financial performance.
In the latter half of 2024, Jiefa's stacked hair division achieved 39.33 million yuan in revenue, up 40.21% from the first half and exhibiting a similar rise from the previous year. The first half demonstrated a 61.88% revenue increase. Anticipation builds for December as NFC project revenue is expected to reach the completion acceptance stage, paving the way for mass production specifications in 2025.
At CES 2025, Jiefa highlighted its cutting-edge IC design and R&D platform, emphasizing its “Designless” industrial model. The company engaged with Michigan's Lieutenant Governor to discuss ASIC design and AI applications in the automotive sector, solidifying its innovative approach. Jiefa's exhibition participation has bolstered its brand visibility and collaboration opportunities.
As a leader in industrial-grade AI IoT platforms with key Taiwanese partnerships, Jiefa is set to expand its impact across retail, automotive, manufacturing, and SOC systems. Its AI optimization technology meets demands for low-latency, high-performance solutions. Jiefa is optimistic about the growth of 5G, AI, and IoT technologies and aims to establish global partnerships while participating in international standards development to enhance its industry influence.
拜登擴大AI晶片禁令推「3級列管」 輝達：恐損美領導地位
TTV News | Local Language | News
美限制AI出口挫殺「晶片股」！台積電ADR跌逾3% 道瓊收紅358點
ETtoday | Local Language | News
拜登加強晶片管制 輝達：恐損及美國AI領導地位
Biden strengthens chip control: It may damage US AI leadership
ETtoday | Local Language | News
Biden proposes new rules on exporting AI chips
Taipei Times | English | News
The Biden administration has proposed a new framework for exporting advanced computer chips essential for artificial intelligence (AI) development, balancing national security with the interests of chip manufacturers and foreign nations. Concerns have emerged among industry leaders about potential restrictions on chip availability for gaming and data centers in 120 countries, including Mexico, Portugal, Israel, and Switzerland.
Commerce Secretary Gina Raimondo highlighted the need to maintain US leadership in AI while protecting advanced technologies from foreign threats. National Security Adviser Jake Sullivan stated that the framework would foster AI advancements within the US and its allies, addressing concerns related to offshoring in sectors like batteries and renewable energy.
The Information Technology Industry Council cautioned that swiftly implementing these rules could disrupt global supply chains and undermine US competitiveness in the AI sector. Some insiders suggested that the limitations may indeed hinder access to popular gaming chips, contradicting government assurances. After a 120-day comment period, an incoming Republican administration could modify the rules to find a balance between economic and national security concerns.
Amid rising competition from countries like China, US officials indicate a pressing need for these regulations to enhance US AI development. However, Nvidia representatives voiced concerns that the framework might hinder innovation and not significantly improve US security. The proposed rules would exempt about 20 key allies from restrictions, establish new caps for other nations, and introduce thresholds for chip orders that wouldn't require licenses, aimed at improving access for universities and medical facilities.
南亞科去年全年虧逾50億元、每股虧1.64元 估DRAM市場Q2復甦
ETtoday | Local Language | News
Nanya reported a substantial financial decline for 2024, incurring an after-tax net loss of 5.083 billion yuan, equivalent to a loss per share of 1.64 yuan. In the fourth quarter, revenue plummeted to 6.575 billion yuan, a 19.2% drop from the previous quarter. Major factors contributing to this decline include a significant decrease in DRAM's average selling price, resulting in an operating gross loss of 695 million yuan and a net operating profit margin of -42.8%.
Looking forward, Nanya anticipates a potential recovery in the DRAM market, with improvements expected to begin in the second quarter of 2025. Demand remains strong from cloud data centers fueled by AI, but overall demand for PCs, mobile phones, and consumer electronics is still limited. The company expects increased DRAM supply throughout the year, focusing on new production capacity for HBM and DDR5 technologies.
Although Nanya's board approved a capital expenditure budget of NT$26 billion for 2024, actual spending reached only NT$16.1 billion, with some expenditures deferred to 2025. An estimated 20 billion yuan is expected to be allocated for 2025, pending board approval. Additionally, the company is enhancing its production capabilities in 10nm second-generation process technology and aims to strengthen its position in the AI edge computing memory market.
TSMC market share hits 64% in Q3 2024: Counterpoints Research
Taipei Times | English | News
Taiwan Semiconductor Manufacturing Co (TSMC) captured a 64 percent share of the global pure play foundry market in Q3 2024, up from 62 percent the previous quarter, driven by high utilization of its advanced 5nm and 3nm processes and robust demand for AI accelerators and smartphones.
Samsung Electronics ranked second with a 12 percent market share, benefiting from increased shipments of its 4nm and 5nm chips. China's Semiconductor Manufacturing International Corp (SMIC) followed with a 6 percent share, supported by sustained demand for mature 28nm processes. United Microelectronics Corp and GlobalFoundries each held a 5 percent share, bolstered by steady demand in IoT and communications sectors.
The 3nm process captured a 13 percent global market share, surpassing the 7/6nm technology at 11 percent, primarily due to TSMC's full 3nm production capacity utilization. The 5/4nm process led the market with a 24 percent share, largely driven by demand for AI products like Nvidia's Blackwell GPUs. TSMC plans to initiate commercial production of its advanced 2nm process in Hsinchu later this year, promising significant improvements in speed, power consumption, and density compared to the current 3nm process.
輝達Blackwell AI伺服器面臨過熱、故障問題 微軟等四大廠傳砍訂單
ETtoday | Local Language | News
輝達AI晶片機架傳出過熱 美媒：微軟等客戶減訂單
Nvidia AI chip rack is overheated. US media: Microsoft and other customers reduce orders
Liberty Times Net | Local Language | News
台積電先進製程稀缺 郭明錤：除非GB200 NVL72再延否則不會砍單
ETtoday | Local Language | News
Analyst Ming-Chi Kuo has raised concerns about overly optimistic expectations for GB200 NVL72 assembly shipments, forecasting delays into 2Q25 due to supply-side constraints. He emphasizes that NVIDIA is unlikely to reduce orders unless significant further delays occur. The updated assembly timeline now stretches from September 2024 to 2Q25, with a drastic cut in anticipated 2025 shipments, projected at 25,000-35,000 containers, down from the previous estimate of 50,000-80,000.
Kuo also pointed out that repeated delays have impacted market sentiment more than actual shipment figures. Typical server development timelines range from 1-2 years for upgrades, and the advanced technologies used in the GB200 NVL72 increase the potential for postponements into 2H25 as the project starts in 4Q23. Current lower-spec models offer minimal support for market confidence.
Additionally, Kuo noted that poor market confidence arises from insufficient evidence of large-scale shipments, creating investor apprehension. While some suppliers have shown small quantities of the GB200 NVL72, this has not significantly influenced stock prices, as investors await clear proof of substantial shipments. He warned that rumors of future developments could distort market perceptions. Kuo also expects the GB300 NVL72 to face similar delays, potentially pushing large-scale shipments to 1H26. Thus, TSMC's cautious production approach and limited availability of advanced processes mean NVIDIA is likely to maintain its current order levels unless further delays arise.
《各報要聞》美三級管制AI晶片出口
"News from Various Newspapers" U.S. Level 3 Control on AI Chip Exports
Yahoo Finance | Local Language | News
US President Biden has proposed a new AI chip export control plan categorizing countries into three control levels. Key allies such as Taiwan, Japan, South Korea, and the Netherlands will face no restrictions. The plan aims to limit AI chip sales to mainland China, potentially impacting companies like NVIDIA with an estimated revenue drop of 20%, and TSMC and others by 5 to 10%. However, ODM assembly plants like Quanta and Hon Hai are likely to remain unaffected due to their focus on U.S. cloud service providers.
The export controls are divided into three categories: first-level allies, including Australia and Germany, facing no restrictions; second-level countries with moderate controls; and third-level nations such as China and Russia, which are banned from advanced AI chip access. The controls also apply to sophisticated "closed-weight frontier AI models." Licenses will be necessary for purchasing advanced AI chips, with a limit of 320,000 chips available over two years.
According to a White House press release, this initiative is part of the U.S. strategy to bolster security and economic strength through AI. The U.S. aims to collaborate with AI companies and global partners to establish security standards. First-level allies can purchase AI chips freely and apply for global certified end user status, enabling limited deployment of computing resources and reinforcing U.S. leadership in AI capabilities.
美限制AI出口台灣豁免！台積電漲10元至1085元…台股上漲逾百點
Yahoo News Taiwan | Local Language | News
The U.S. has tightened export restrictions on artificial intelligence (AI) technologies, affecting TSMC's American depositary receipts (ADR), which dropped 3.4% to $201.36. In contrast, TSMC's shares on the Taipei stock market rose 0.93% to 1,085 yuan. The Taiwan stock market showed resilience, climbing over 100 points to reach 22,637 points, aiming to break a resistance level of 23,032 points.
The U.S. export restrictions will exempt 18 countries, including Taiwan, Japan, South Korea, and the Netherlands, in a bid to maintain advanced computing capabilities within the U.S. and allied nations. Nonetheless, U.S. chip stocks faced pressure, with Huida down 2% and the Philadelphia Semiconductor Index falling by 0.4%. TSMC's ADR remains at a 24.1% premium relative to its Taipei trading despite the decline.
Investors are advised to take a cautious approach ahead of the Lunar New Year, as short-term trading activity increases. Analysts recommend avoiding market fluctuations and monitoring the impact of rising U.S. bond yields on high-tech stock valuations. Significant events this week include Taiwan Index futures settlement, U.S. CPI data release, and a legal meeting involving TSMC, suggesting a wait-and-see strategy may be prudent.
Focus is shifting to emerging AI developments, such as customizable eye-tracking systems and solid-state batteries. While high-dividend stocks are expected to exhibit steady growth, the previously strong CPO sector is seeing profit-taking. Recent investments in legal entities point to potential opportunities during market dips across sectors like biotechnology and specialty chemicals.
美國收緊AI晶片出口！劍指中國威脅、 台灣豁免 輝達憂過度擴張
NOWnews | Local Language | News
The U.S. government has imposed new restrictions on the export of artificial intelligence (AI) chips and technology to limit China's access to advanced computing. These measures aim to keep high-tech capabilities within the U.S. and its allies while attracting criticism from Beijing, which claims these actions breach international trade norms. Nvidia has raised concerns about the potential overreach of the government's ban.
On October 13, the Biden administration set export quotas for 120 countries to prevent China from acquiring advanced chips through these nations. Eighteen partner countries, including Japan, the Netherlands, the UK, and Taiwan, are exempt from these controls. The regulations not only extend existing restrictions on China and Iran but also impact over 100 other nations, including some U.S. allies in the Middle East and Asia. U.S. Commerce Secretary Gina Raimondo highlighted the need to maintain American leadership in AI development.
As the transition to the next administration looms, there is bipartisan recognition of the threat posed by China. Many U.S. tech firms, including Nvidia, have voiced concerns that the new controls may stifle global innovation and economic growth rather than enhance U.S. security. The Chinese Ministry of Commerce has accused the U.S. of overreaching its jurisdiction and pledged to defend its trade interests against what it views as excessive national security measures by the Biden administration.
U.S. to impose AI chip sanctions Taiwan faces no restrictions
Focus Taiwan | English | News
The U.S. Department of Commerce has announced new sanctions on AI chip sales, exempting Taiwan and 17 allied nations from restrictions. This forms part of the Interim Final Rule on Artificial Intelligence Diffusion, allowing 120 days for public feedback and a year for industries to adapt to updated security requirements, aimed at enhancing U.S. national security and fostering a secure AI ecosystem.
The U.S. and its allies, including Taiwan, are classified in the first tier, meaning no new restrictions will apply for exporting advanced AI chips to these regions. The regulation introduces "Universal Verified End User" (UVEU) status for entities meeting high security standards, permitting them to deploy part of their AI capabilities globally without compromising AI training in the U.S. In contrast, tier three nations, such as China and Russia, face expanded restrictions on powerful closed-weight frontier AI models.
U.S. Secretary of Commerce Gina Raimondo emphasized the need for a trusted global technology ecosystem to mitigate national security risks linked to AI while promoting innovation. National Security Advisor Jake Sullivan underscored the U.S. responsibility to lead in AI technologies, stressing the importance of clarity for international partners and industries to address circumvention risks from adversarial nations.
美國將分3等級列管全球AI晶片！中國連AI模型也拿不到 對台影響曝光
The Storm Media | Local Language | News
The U.S. government has introduced a framework for exporting artificial intelligence chips, classifying countries into three control levels. Level 1 countries, including Taiwan and 18 key allies, will face no restrictions on chip acquisition. Conversely, Level 3 countries like China will be prohibited from receiving advanced AI models and essential technologies, aiming to protect U.S. technological dominance.
The plan includes collaboration with AI firms and foreign governments to set safety standards, highlighting AI's role in national security. Entities in Level 1 can apply for Global Certified End User status for limited deployment abroad. Level 3 countries will face strict bans on advanced AI chip exports, although general use for telecommunications remains allowed.
Most countries are categorized under Level 2, requiring licenses for advanced AI chip purchases, with exemptions for specific low-volume research-related transactions. Commerce Secretary Gina Raimondo stated that these measures will foster a trustworthy global technology ecosystem while preserving U.S. innovation. National Security Advisor Jake Sullivan emphasized that the framework ensures advanced AI infrastructure stays within the U.S. and its allies, facilitating the global spread of U.S. AI technology.
美國擬3級列管AI晶片 專家：中國AI發展將弱化
The United States plans to list level 3 AI chip experts: China’s AI development will weaken
Central News Agency | Local Language | News
The U.S. government plans to introduce a three-tiered system for exporting artificial intelligence chips, which will include restrictions on "closed AI model weights" to China and other level 3 countries. These measures are expected to deepen the divide between U.S. and Chinese technology sectors, limiting China's AI development. Taiwan may gain from increased international cooperation as it is exempt from these restrictions.
The U.S. has classified 18 nations, including Taiwan, Japan, and South Korea, as level 1 allies with no export controls, while approximately 22 countries, including China, Russia, and Iran, fall under level 3 control. This stratification aims to prevent loopholes that would allow level 3 countries access to AI chips. The scope of restrictions now includes software components, which may hinder China's AI progress and widen the technological gap.
Taiwan's strengths in semiconductor manufacturing position it to play a key role in the global supply chain and enhance its IC design sector through collaboration with allies like the U.S., U.K., and France. However, U.S. export controls could adversely affect companies like NVIDIA in the short term within the Chinese and Middle Eastern markets. Long-term growth opportunities are anticipated with the ongoing advancement of AI applications across various sectors.
Before leaving office, President Biden proposed the "Interim Final Rule on Artificial Intelligence Diffusion," initiating a 120-day public comment period and allowing the industry one year to adapt to new safety standards. This regulatory framework aims to ensure compliance while keeping pace with rapid AI technology advancements.
台積電擴建高雄第4、5廠環評初審未過 將補正再審
Liberty Times Net | Local Language | News
TSMC's Kaohsiung Plants 4 and 5 failed the preliminary environmental assessment and must submit additional information for re-evaluation. The environmental committee has also mandated the inclusion of the first and second fabs in impact analyses to assess cumulative effects in the region. They emphasized the need for TSMC to establish green construction practices and address traffic disruptions during the construction phase.
The expansion plan covers 42.89 hectares adjacent to Kaohsiung Factory 3, totaling 60.22 hectares. This project is projected to generate an annual output value of approximately 236.4 billion NTD and create around 3,000 jobs, with construction expected to last 2.5 years. TSMC's Vice President and a committee member attended the meeting, but no local residents were present.
Public surveys indicated that 73.3% of nearby respondents supported the project, though concerns about environmental impacts and increased traffic were raised. Initial reviews highlighted issues regarding water usage, waste management, and TSMC's renewable energy commitments. TSMC aims for 100% renewable energy by 2040 and will provide further information on environmental concerns and operational plans. The committee stressed the importance of thorough environmental impact analyses, focusing on pollution reduction and energy efficiency strategies.
台股開紅》大盤漲逾166點 台積靜待外資籌碼、法說行情
Yahoo News Taiwan | Local Language | News
Taiwan's stock market opened lower on the 14th, despite a later rise of over 166 points to a peak of 22,705. Initial trading saw declines across listed OTC stocks and the electronics and financial sectors. TSMC increased by 10 yuan to 1,085 yuan, while Hon Hai and MediaTek also saw minor gains. In contrast, Quanta fell by 6 yuan to 264.5 yuan. The previous day's mixed performance in U.S. stocks, particularly regarding chip bans, dampened market sentiment.
New controls on AI chip exports announced by the U.S. Department of Commerce have led to declines in semiconductor and AI stocks, with rumors of Huida order cancellations exacerbating the situation. Taiwan's market is reacting negatively as it attempts to address a long-standing gap at 22,456 points established in December. Although the buying index for OTC stocks has dropped, this could pave the way for a rebound in small and medium-sized stocks following their initial decrease.
Key semiconductor stocks, particularly TSMC, are being closely evaluated as the company navigates investment fluctuations. The performance of semiconductor equipment and materials is also under scrutiny. In the U.S., the mixed performance of major stock indexes was evident, with the Dow Jones and S&P 500 gaining ground while NASDAQ and the Philadelphia Semiconductor index fell. Significant declines were noted among key tech stocks, including Huida and TSMC's ADR, which dropped 3.36%. Investors are advised to reassess their risk levels and consult relevant prospectuses before making investment decisions.
輝達也跳腳！AI晶片管制打到誰？ 專家曝「台廠伺服器」廣達恐最受傷
Yahoo Finance | Local Language | News
The Biden administration's new AI chip control measures have drawn criticism from Nvidia and raised concerns for Taiwanese server manufacturers like Quanta, which saw a 3% drop in share price. Other firms, including Inventec and Wiwynn, also experienced declines following the announcement.
These measures, effective from the 13th, impose restrictions on exporting advanced AI models to Level 3 countries, particularly affecting China. However, key allies such as Taiwan, Japan, South Korea, and the Netherlands are exempt from these restrictions. While China faces controls, it may still source chips through alternative channels, notably from Taiwan. TSMC is expected to remain unaffected, with strong demand from customers like Tesla keeping its production schedule full through 2025.
Concerns were also raised about the indirect effects on Taiwanese companies like Hon Hai and Quanta due to Nvidia's ongoing challenges in China. Analyst Chen Shihui criticized the policy's inconsistencies and suggested that clearer implications may emerge with a new administration. The U.S. Semiconductor Industry Association has also condemned the measures, warning that they could hinder global innovation, economic growth, and U.S. semiconductor competitiveness.
Government Releases
By Issuing Agency
MIDA - E
Automation: Shifting to intelligent manufacturing
Malaysia | MIDA - E | English | Government | Jan. 15, 2025
Malaysia's labor market has long depended on low-skilled foreign workers, particularly in manufacturing, construction, and agriculture. With around 2.2 million migrant workers in a total workforce of 14.4 million, there is a significant need to reduce this reliance. Automation is emerging as a solution, utilizing Industry 4.0 technologies to improve productivity. Dr. Chua Wen-Shyan of the Selangor Human Resource Development Centre notes that government policies are facilitating this shift by replacing manual labor with machinery.
The COVID-19 pandemic has accelerated digital transformation across industries, compelling businesses to adopt new technologies to stay competitive. Family-owned companies in manufacturing and logistics are adapting to attract younger workers. While automation is often associated with job losses, it can enhance job value by creating new roles and making previous jobs more attractive, especially as younger talent shows interest in tech-driven industries. However, the low production volumes typical of many local businesses complicate the adoption of expensive automation technologies.
Chua expresses concerns about government efforts to boost local workforce engagement without adequately incentivizing automation or addressing existing workforce issues. SHRDC recommends a cautious approach, advising businesses to prepare thoroughly before implementing transformation plans, particularly in developing in-house technical teams. Government initiatives are essential for promoting automation as foreign labor costs rise and policies evolve.
Automation strategies are becoming more varied, employing robotics and digitalization to improve operations. However, many companies struggle to distinguish between automation and digitalization, often succeeding with one while failing with the other. Chua emphasizes that smart factories should enable end-to-end traceability and continuous monitoring of manufacturing processes. The government's push for smart factories is viewed as a renewed focus on Industry 4.0, encouraging firms to understand their existing capabilities before seeking modernization funds.
Despite ongoing efforts to engage with smart factory technologies, skepticism persists about achieving the target of 3,000 smart factories by 2030, as discussions have shifted towards sustainability over technological advancement. To facilitate progress, SHRDC advocates for standardized assessments that help businesses realistically evaluate their transformation journeys. This proactive approach has already generated inquiries from companies seeking guidance on automation.
Low-code and no-code platforms introduced by SHRDC empower companies to reduce reliance on large programming teams while enhancing employee efficiency. These platforms democratize technology development, allowing non-technical staff to contribute to critical business software solutions and addressing labor shortages in tech and business sectors.
Incorporating technology into Malaysia's manufacturing landscape also involves updating legacy systems through modular software solutions. AI advancements are transforming production processes, exemplified by the launch of Malaysia's first AI-based palm oil mill that automates repetitive tasks previously performed by manual labor. While concerns about displacement exist, the goal is to upskill the workforce for more valuable roles. Overcoming the challenges of retrofitting existing operations remains a focus, as industry leaders are encouraged to recognize the long-term benefits of technological integration.
This transformation underscores the urgent need for upskilling and reskilling Malaysia's local workforce as automation and digital advancements take precedence in the manufacturing sector.
Preparing Malaysia workforce for an AI-driven 2025
Malaysia | MIDA - E | English | Government | Jan. 15, 2025
Malaysia | MIDA - E | English | Government | Jan. 15, 2025
Southeast Asia is positioning itself as a significant force in the global AI landscape, traditionally led by the U.S. and China. Key factors include adaptability, strategic investments, and government initiatives that foster AI development. The region is seeing the rise of AI-ready data centers and tailored language models, fostering collaboration aimed at addressing real-world issues.
With a middle class of 200 million, Southeast Asia is a major economic player, enabling rapid digital transformation. The digital economy grew from US$4 billion to US$11 billion in two years, with projections indicating Indonesia could become the fourth-largest economy by 2050. Over US$30 billion has been allocated for AI-ready data centers in Singapore, Malaysia, and Thailand.
Businesses are increasingly turning to AI solutions to tackle societal and industrial challenges. The focus is on practical applications across industries like logistics, healthcare, and education, with innovative start-ups developing tools for efficiency, such as Seewise and Heyhi.
Southeast Asian firms can rapidly move from idea to production, with many achieving ROI in less than a year. This speed is bolstered by partnerships and regional cooperation initiatives, such as the ASEAN AI cooperation framework and private-sector efforts like NVIDIA's AI research center in Vietnam.
Governments and private sectors are spearheading initiatives for innovation and talent development, including ASEAN's AI governance guide and Singapore's ethical AI framework. Programs like AI Trailblazers facilitate the swift deployment of AI solutions while maintaining accountability.
Challenges persist, including talent shortages in critical roles and infrastructural inequalities. Global reports suggest that up to 70% of data-related positions remain unfilled, while uneven digital progress and high adoption costs hinder growth.
Strategies to overcome these challenges include AI platforms for supply chain efficiency and localized AI models addressing linguistic diversity. Cross-border hiring from skilled labor markets in Indonesia and Vietnam is a viable approach. Continued investment in infrastructure, talent, and supportive policies is crucial for Southeast Asia to harness its AI potential.
City & State/Province Releases
By Issuing Agency
Wuhan Municipal Peoples Government
“动车医生”多了新帮手，巡检机器人自动识别损伤
The "train doctor" has a new helper: the inspection robot automatically identifies damage
China | Wuhan Municipal Peoples Government | Local Language | CityState | Jan. 15, 2025
The 2025 Spring Festival travel season begins at 10 p.m. on January 13, with the Wuhan EMU Operation Workshop preparing for increased demand. Ground mechanics, including experienced technician Zhang Donghao, are diligently inspecting trains, utilizing patrol robots for diagnostics. The depot is essential for maintaining key rail lines like Beijing-Guangzhou and Zhengzhou-Chongqing.
Zhang carefully examines thousands of bolts and components, marking any abnormalities with chalk to emphasize detailed inspections. As the early hours of January 14 approach, high-speed trains are organized under controlled guidance, showcasing a commitment to thorough maintenance over speed.
At the TEDS monitoring center, Liu Yushan analyzes images from advanced laser imaging technology to detect potential safety risks. The integration of intelligent inspection robots with AI algorithms enhances efficiency by automatically identifying minor damages. Over 100 EMUs are set to meet the transportation demands of the upcoming travel rush.
Cognitive Asia covers AI, semiconductors, and cloud computing-related issues for South Korea, Japan, China, Taiwan, India, and Vietnam.
We monitor news media, social media, government releases at the national and state/city levels, foreign embassies, business associations, podcasts, videos, and more, from 12 countries in Asia and around the world, to bring you the best, most current analysis available for both risk management and operations decision-making.
Business Asia
Want a report like this that focuses on business developments in Asia? We've got that in stock! Subscribe to Business Asia at businesseasia.substack.com.
Security Asia
Want a report like this that focuses on security developments in Asia? You're in luck. Subscribe to Security Asia at securityasia.substack.com.
This report is provided as an informational resource for subscribers and represents our diligent and good faith efforts to compile and analyze the best information available to us at the time of writing. The content herein is derived from various sources, including, but not limited to, news articles, government publications, and data releases. We make no representations or warranties, express or implied, as to the accuracy, reliability, or completeness of the information provided in this report. It is important to note that we have not independently verified the assertions and information obtained from these third-party sources.
The information contained in this report is provided "as is" without warranty of any kind. The use of this report and the information within it is at the sole risk of the subscriber/reader. We expressly disclaim all warranties, whether express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the information in this report will meet your requirements or that the operation of the information will be uninterrupted or error-free.
While every effort has been made to ensure the accuracy and completeness of the information contained within this report, we cannot guarantee that it is free from errors or omissions. We are not responsible for any actions taken or not taken based on the information provided in this report. Subscribers and readers should conduct their own due diligence as necessary before taking any action based on the information herein.