Nvidia's CEO envisions 'AI employees' working in various roles, including marketing and chip design. These AI agents would be specialised, rented by companies, and instructed through missions and conversations. They could boost productivity, potentially improving company performance, and collaborate with humans and other AI agents in workplace platforms.
Samsung trails SK Hynix in producing high-bandwidth memory (HBM), crucial for AI chips used by Nvidia. This has impacted Samsung's profits and market value. SK Hynix secured Nvidia's approval for its HBM, while Samsung awaits approval. Samsung claims its HBM3E is in production and aims to mass-produce next-gen HBM4 in late 2025.
Taiwan's semiconductor production is projected to grow 22% to NT$5.3 trillion in 2024, driven by demand for advanced chips in AI servers. This follows a 10.2% decline in 2023 due to weak computer and smartphone demand.
SK Hynix is fast-tracking development of its next-gen AI memory chips (HBM4), aiming to ship six months earlier than planned in late 2025. This acceleration responds to high demand from Nvidia, which still can't meet current AI chip demand.
