日韩如何接住AI芯片狂潮？

Group 1 - The core issue in the Netherlands regarding Nexperia's control remains unresolved despite the temporary suspension of the administrative order by the Dutch government, indicating ongoing tensions between parties [3] - On December 10, 2023, Wentech Technology invited a court-appointed custodian from Nexperia for discussions to regain control and restore governance structures [5] - Wentech Technology emphasized that restoring its legal control and shareholder rights is essential to resolving the governance deadlock at Nexperia [6] Group 2 - South Korea announced a significant investment plan of 700 trillion won (approximately 534 billion USD) to strengthen its semiconductor industry, led by President Lee Jae-myung [12] - The plan includes 1.27 trillion won for AI chips, 215.9 billion won for next-generation storage chips, and 620 billion won for compound semiconductors and chip packaging [13] - A total of 4.5 trillion won will be allocated for a chip foundry investment plan, focusing on traditional chips for automotive and data center applications [14] Group 3 - Japan's Kioxia plans to start production of next-generation NAND flash chips using 10th generation technology at its Iwate factory next year, responding to the growing demand driven by AI [25] - Kioxia forecasts a 20% annual growth in NAND storage demand from data centers, particularly from large-scale operators [25] - Japan has launched a 65 billion USD industry support plan to revitalize its domestic semiconductor sector, attracting both local and global chip manufacturers [33][34] Group 4 - The current chip shortage is driven by explosive demand from AI developers and cloud computing giants, contrasting with previous shortages caused by external disruptions [38] - The inventory levels of traditional memory chips have drastically decreased, leading to a supply crunch that has intensified competition among tech giants like Microsoft and Google [40][41] - The stock prices of chip manufacturers, such as SK Hynix, have surged over 230% in the past year, reflecting strong market confidence in the growth potential of the AI-driven chip industry [42]