Insights
In late December 2023, reports surfaced indicating OpenAI CEO Sam Altman's intention to raise funds to construct a semiconductor plant, ensuring a secure supply of AI chips. According to a report from the Washington Post on January 24, 2024, Sam Altman has engaged with US congressional members to...
News
Sam Altman, the CEO of OpenAI, the developer of the ChatGPT, is reportedly expected to visit Korea on January 26th. Altman may hold meetings with top executives from Samsung Electronics and SK Group to strengthen their collaboration on High-Bandwidth Memory (HBM). According to sources cited by Th...
Insights
Microsoft announced the in-house AI chip, Azure Maia 100, at the Ignite developer conference in Seattle on November 15, 2023. This chip is designed to handle OpenAI models, Bing, GitHub Copilot, ChatGPT, and other AI services. Support for Copilot, Azure OpenAI is expected to commence in early 2024. ...
Insights
According to Bloomberg, Apple is quietly catching up with its competitors in the AI field. Observing Apple's layout for the AI field, in addition to acquiring AI-related companies to gain relevant technology quickly, Apple is now developing its large language model (LLM). TrendForce’s insights:...
In-Depth Analyses
OpenAI's ChapGPT, Microsoft's Copilot, Google's Bard, and latest Elon Musk's TruthGPT - what will be the next buzzword for AI? In just under six months, the AI competition has heated up, stirring up ripples in the once-calm AI server market, as AI-generated content (AIGC) models take center stage. ...