Singapore is ‘well positioned’ for the AI boom .....in SEP2023...Now u-turning, Boss John?

[k1976]

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Singapore is ‘well positioned’ for the AI boom, says Singapore Semiconductor Industry Association​

Ang Wee Seng, executive director of the Singapore Semiconductor Industry Association, says the country is one of the largest exporters of chips

TUE, SEP 26 202312:19 AM EDT

 

[k1976]

Is Singapore losing out on the AI chip boom?​

In this first of a series on the Republic’s chip sector - its biggest manufacturing segment - BT explores where the country stands in the boom in cutting-edge chips

Sharon See &​

Yong Jun Yuan​

Published Tue, Jul 16, 2024 · 05:00 AM — Updated Tue, Jul 16, 2024 · 09:54 AM

• Front-end multinational corporations such as GlobalFoundries, Micron and STMicroelectronics produce chips that are used in everything from cars to chargers. PHOTO: GLOBALFOUNDRIES
• Front-end multinational corporations such as GlobalFoundries, Micron and STMicroelectronics produce chips that are used in everything from cars to chargers. PHOTO: GLOBALFOUNDRIES
• Front-end multinational corporations such as GlobalFoundries, Micron and STMicroelectronics produce chips that are used in everything from cars to chargers. PHOTO: GLOBALFOUNDRIES

THE global artificial intelligence (AI) boom is spurring some countries to vie for dominance in making leading-edge microchips – but not Singapore.

The Republic’s focus on “mature-node chips” – used in appliances, cars and industrial equipment – means its semiconductor ecosystem may have limited exposure to the AI boom, said Maybank economist Brian Lee.

Yet industry watchers do not see this as a concern, as the market for mature-node chips is much larger than that for leading-edge ones.

 

[k1976]

https://fortune.com/asia/2024/07/05...ature-nodes-us-semiconductor-export-controls/

Why is China investing in legacy chips?​

Legacy chips, also referred to as mature chips or mature nodes, are less advanced semiconductors used in a wide array of electronic devices, ranging from household appliances to electric vehicles. U.S. export controls define legacy chips as those larger than the “16- to 14-nanometer” generation. Chips of that size are slightly more than a decade old. By comparison, TSMC, the world’s leading contract chip manufacturer, is set to mass produce two-nanometer chips meant for high-end electronics like Apple’s smartphones or Nvidia’s processors next year.

Linghao Bao, a senior analyst at consulting firm Trivium China, suggests China’s increasing legacy chip production is a by-product of Beijing’s support for “sectors that are strategic for China.”

 

[k1976]

Like that mature node chip can enough to Tan Jiak?

 

[k1976]

What happens next?​

Non-Chinese companies may struggle to compete with Chinese legacy chip manufacturers. Chinese companies still lag the best legacy chip manufacturers when it comes to technological prowess, but “in terms of price, local competitors are already there,” Lee from the EIU notes

The threat of “oversupply” has led some companies to worry about price wars, as foundries become desperate for customers. And some in the U.S. want controls to go even further to limit the use of Chinese chips.

But new sanctions on mature chips could be a step too far for U.S. allies, who still sell to China’s chip industry.

Netherlands-based ASML, in spite of U.S. controls, still shipped one chipmaking machine a day to China last year, according to Mezger. ASML’s sales to China surged last year, and the Chinese market was the second-biggest for the Dutch firm, making up a quarter of its 2023 sales.

 

[k1976]

Japan, another U.S. ally that’s joined on to its chip controls, also exports chipmaking tools to China. Both Tokyo Electron and Canon, which both make less advanced chipmaking tools, expect China to contribute 40% of their sales this year.

In the meantime, governments like that of the U.S. are also enticing chip manufacturers to invest in local manufacturing. Earlier this year, the Biden administration allotted $1.5 billion in CHIPS Act money to GlobalFoundries, in part to expand its production of mature chips.

Mezger isn’t convinced these programs will be enough to make onshore legacy chip manufacturing sustainable. Margins are already low in the mature chip space—and Chinese competition will reduce those margins even further. Without subsidies, other regions won’t be as economically competitive as China, he says.

This will end in tears,” he notes. “No company can just run on subsidies.”

 

[k1976]

https://www.google.com/amp/s/amp.dw...face-us-eu-curbs-over-legacy-chips/a-68735425

Tech war: China could face US, EU curbs over legacy chips​

Nik Martin
04/05/2024April 5, 2024

After the US cut China's access to cutting-edge chips, the EU and US are concerned about the country's dominance of semiconductors used in everyday technology


Legacy chips, used in everything from washing machines to cars and TVs to medical devices, may not be as powerful as the state-of-the-art semiconductors that power artificial intelligence (AI) platforms. But they're a growing headache for the United States and European Union due to China's market dominance.

Washington has already blocked Chinese firms from accessing Western-designed cutting-edge chips in the hope of delaying Beijing's ambition of becoming a technology superpower. Attention has now turned to so-called legacy chips, of which China currently has close to a third of the world's manufacturing capacity.

Faced with limited access to the more advanced chips, Beijing has sharply stepped up investments in the production of mature chip technology. In September, the Chinese government announced a $40 billion (€37 billion) state-backed investment fund to bolster domestic semiconductor production. That move strengthened industry calls for Western nations to take action to shore up their own chipmakers.

"[Current US] export controls only apply to advanced technologies, with the impact on mature technologies limited," Joanne Chiao, an analyst at the Taiwan-based chip research house TrendForce, told DW.

 

[k1976]

Will China dump cheap chips?​

If China were to flood the market with legacy chips subsidized by Beijing, Western chipmakers could be quickly priced out, industry insiders warn. They point to a similar dumping of cheap Chinese solar panels that Brussels says has given the Asian powerhouse an unfair advantage.

"If companies like Lam Research and Applied Materials lose half their market permanently, they would have to downsize as they're geared up to serve a market that will grow to twice as large as it is now," Penn said, referring to two of the top US legacy chipmakers.

 

[k1976]

Over the next three years, China's legacy chip capacity is set to grow to 39% of the overall market, thanks to Beijing's subsidies, according to data by Trendforce. A separate forecast by Gavekal Dragonomics sees China adding more chip-making capacity this year than the rest of the world combined — a million more legacy chips per month than last year.

India also wants a piece of the action, which could further spur overcapacity in the chip supply chain. Indian conglomerate Tata Group is pouring $11 billion into the construction of its own chip foundry, in Dholera, Gujarat.

 

[millim6868]

Boom ko lan, only semiconductor priduce ,then open leg to let ceca in as excuse, wat ceca can do, phone scam ,bank data leak, fuck

 

[eatshitndie]

more like boom boom in geylang and gayland.

 

[syed putra]

Singapore is ‘well positioned’ for the AI boom, says Singapore Semiconductor Industry Association

So no need for CECA's?

 

[nabeifuckpap]

Simi lanjiao AI all not Made in Singapore all buy from AMDK or outsource

 

[k1976]

So no need for CECA's?

No need lah....
LEemember...we have upgraded to Rainmakers mah

 

[k1976]

https://www.channelnewsasia.com/sin...attract-firms-artificial-intelligence-4483096




Best News Website or Mobile Service


Singapore

Singapore prepares more land to woo semiconductor giants looking to ride AI wave​

Government industrial planner JTC is preparing 11 per cent more land in Singapore’s wafer fabrication parks, which will be ready by the end of 2024.

Part of additional land that government industrial planner

 

[k1976]

https://www.straitstimes.com/singap...strengthen-defence-ties-with-new-ai-agreement

Singapore and US strengthen defence ties with new AI agreement​

Defence Minister Ng Eng Hen and US Secretary of Defence Lloyd Austin meeting at the Pentagon in the US on July 16. PHOTO: MINDEF

Carmen Sin
UPDATED

JUL 16, 2024, 09:10 PM

FacebookTelegram

SINGAPORE – Defence Minister Ng Eng Hen and US Secretary of Defence Lloyd Austin on July 16 reaffirmed the two countries’ excellent defence relationship and mutually beneficial partnership during a meeting at the Pentagon.

The defence chiefs also discussed bilateral cooperation in new and emerging technology areas such as artificial intelligence (AI), and welcomed the signing of a statement of intent on data, analytics and AI cooperation, the Ministry of Defence (Mindef) said on the same day.

Both countries have identified some key areas for collaboration, including talent management, which will enable the defence establishments of both nations to discuss approaches and exchange best practices for using data, analytics and AI at speed and scale.

 

[k1976]

AI can be the next leap for the US-Singapore FTA, says Trade Minister Gan Kim Yong​

Minister Gan Kim Yong (right) with US Trade Representative Katherine Tai and US-Asean Business Council president and chief executive Ted Osius at a reception on April 29 commemorating the 20th anniversary of the US-Singapore Free Trade Agreement. PHOTO: MINISTRY OF TRADE AND INDUSTRY

Bhagyashree Garekar
US Bureau Chief
UPDATED

MAY 01, 2024, 12:44 AM

FacebookTelegram

WASHINGTON – It tripled trade and demonstrated the benefits of a rules-based trading order. Next, the free trade agreement (FTA) between Singapore and the US can help usher in the age of artificial intelligence (AI), Singapore’s Minister for Trade and Industry Gan Kim Yong said in Washington at an event on April 29 celebrating the deal’s 20th anniversary.

And as much as the FTA has been a pathfinder for the bilateral trade and investment relationship for the last two decades, Mr Gan said, he hoped its next phase will be as impactful.

“In the next 20 years and beyond, the next bound of economic cooperation between the US and Singapore can also serve as a pathfinder to accelerate adoption of emerging technologies like AI,” said the minister, who is on an official visit to the US.

 

[k1976]

Singapore aims to expand trade and business links with US​

02 May 2024 10:32pm

Singapore is looking at ways to expand its trade and business links with the United States. Trade and Industry Minister Gan Kim Yong says Singapore is keen to enhance cooperation in areas like artificial intelligence. Mr Gan wrapped up…see more

 

[k1976]

Singapore keen on ‘talent exchange’, developing AI ‘guard rails’ with the US​

Countries should work together to develop guidelines to ensure that AI is developed and applied in a safe and secure way, Minister Gan Kim Yong says

Sharon See​

Published Thu, May 2, 2024 · 09:00 AM
Singapore Economy

In the global race to regulate AI, Singapore is eager to collaborate with the US to jointly develop a set of rules, given the latter’s position as a forerunner in the field, Minister Gan says. PHOTO: MINISTRY OF TRADE AND INDUSTRY

• In the global race to regulate AI, Singapore is eager to collaborate with the US to jointly develop a set of rules, given the latter’s position as a forerunner in the field, Minister Gan says. PHOTO: MINISTRY OF TRADE AND INDUSTRY
• In the global race to regulate AI, Singapore is eager to collaborate with the US to jointly develop a set of rules, given the latter’s position as a forerunner in the field, Minister Gan says. PHOTO: MINISTRY OF TRADE AND INDUSTRY
• In the global race to regulate AI, Singapore is eager to collaborate with the US to jointly develop a set of rules, given the latter’s position as a forerunner in the field, Minister Gan says. PHOTO: MINISTRY OF TRADE AND INDUSTRY
• In the global race to regulate AI, Singapore is eager to collaborate with the US to jointly develop a set of rules, given the latter’s position as a forerunner in the field, Minister Gan says. PHOTO: MINISTRY OF TRADE AND INDUSTRY

[WASHINGTON] SINGAPORE is exploring the possibility of a talent exchange programme in fields such as artificial intelligence (AI) with the United States, said Trade and Industry Minister Gan Kim Yong.
“We are looking at how we can have talent exchange to continue to attract AI talent,” he said in an interview with the Singapore media at the end of his visit to Washington, DC, on Wednesday (May 1), adding that discussions are “making good progress”.

“We do need a lot of talent that is professionalised in the AI area, and then over time, we also need to invest in training our workers to be AI-enabled,” he said.

Last December, the Singapore government announced plans to triple its AI talent pool to 15,000 practitioners over five years.
In the global race to regulate AI, Gan said Singapore is eager to collaborate with the US to jointly develop a set of rules, given the latter’s position as a forerunner in the field.

“The US is also a leader in AI, and therefore, we are very keen to work with the US to see how we can jointly develop this set of guidelines and guard rails,” he said.

 

[Pinkieslut]

Biotech hub, banking hub, semiconductor hub, casino hub now AI hub shiok!