AI Chips

AI chips include GPUs, ASICs and HBM used for model training and inference, along with the related advanced manufacturing and packaging technologies. Rising demand has recently prompted TSMC, ASML and SK hynix to expand capacity or raise their outlooks, while Powertech Technology and Broadcom are also investing in advanced packaging. At the same time, higher materials and equipment prices, memory costs, export controls and concerns about excess capacity are emerging. Developments in AI chips affect semiconductor supply chains, cloud infrastructure, international trade and corporate capital spending, making them a key area to watch.