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The US government has dropped details on its National Strategy on Microelectronics Research, outlining top goals and actions for the next five years to boost the semiconductor industry with CHIPS Act investment.

Mega makers already operate in water-scarce areas, and worry is they’ll drink us dry

IEA Expects Global Electricity Demand, Driven by AI Growth, to Double by 2026 - Citing the Importance of Sustainability and Net Zero Investments

Nvidia raked in the boatloads of cash, but the rest of the industry is still hurting. 2023’s copious chatter about generative AI has not translated into surging semiconductor revenues across the industry, according to analyst firm Gartner.

China’s chip manufacturing capacity is expected to more than double within the next 5 to 7 years, according to TrendForce, and this could lead to a market oversupply that would spell trouble for semiconductor companies elsewhere.

This year anticipates an increase in scalable modular data centres as the demand for AI and cloud-based technologies continues to challenge the industry.

Global semiconductor capacity is tipped to grow in 2024, despite the doom and gloom, with China forecast to lead the way and expand its share of global chip production as it tries to become more self sufficient.

The new year is already shaping up to be one of the most significant in terms of datacenter silicon we’ve seen in a while. Every major chip house is slated to refresh their CPU and/or GPU product lines over the coming twelve months.

The forecasted growth of generative AI investments is more than twice the growth rate in overall AI spending and 13 times greater than the CAGR for worldwide IT spending over the same period, according to IDC.