半导体行业观察·2025-10-09 02:34Group 1 - SoftBank's Graphcore plans to announce a £1 billion ($1.3 billion) investment plan, including the establishment of a new research center in India [1] - The investment announcement is expected during UK Prime Minister Keir Starmer's visit to India, with plans to hire up to 500 employees in Bangalore over the next five years [1] - Graphcore, initially seen as a promising competitor to Nvidia, has struggled to gain commercial traction despite a $2.8 billion valuation in 2020 [1] Group 2 - Nvidia has been actively investing in numerous AI startups, significantly boosting the market, while OpenAI has also made substantial investments in companies building services on its AI models [2] - Following a $100 billion investment agreement between Nvidia and OpenAI, OpenAI confirmed a $300 billion deal with Oracle to build data centers in the U.S. [2] - India is emerging as a significant player in AI, with major global tech companies betting on its growth potential outside of China [2] Group 3 - The U.S.-China tensions have made India more attractive to global tech companies, although its AI infrastructure is still developing [3] - Indian Prime Minister Narendra Modi aims to establish a domestic semiconductor industry, with the first locally manufactured chips expected by the end of the year [3] - The Indian government has set up a ₹760 billion ($8.6 billion) fund to attract international chip manufacturers, but large-scale investments are still lacking [3]