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[Selected Topics] Activation of Sovereign AI: Opportunities and Challenges on Chips and Advanced Packaging Technology

Last Modified

2025-04-17

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PDF

Overview

Summary
Geopolitical instability has fostered the rising consciousness of sovereign AI in 2025, thus prompting the US, Europe, China, and Japan to successively revitalize their domestic chip industries. These efforts will focus on the development and production of autonomous chips and advanced packaging technologies. This report probes into the technical challenges and opportunities on restructuring the industry chain, as well as the profound global impact on the semiconductor landscape under this trend, whilst analyzing the key strategic positions in the new AI chip competition.

Table of Contents
1. Current Status of Global AI Chip MarketCurrent Status of Global AI Chip Market
(1) Extensive Deployment in Computing Performance Unfolded Since 1Q25 amidst AI Arms Race
(2) Demand for AI Computing Power Actuates Revolution of Advanced Packaging Technology

2. Future Opportunities and Applications for AI Chips
(1) Spatial Computing
(2) Customized Small Models
(3) Quantum Computing and Encryption

3. TRI’s View
(1) Geopolitics Drives Localization of Supply Chains for Semiconductor Chips
(2) Chiplets and Heterogeneous Integration Packaging Technologies Are Critical Paths in the
Race for AI Chips

＜Total Pages：10＞

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[Selected Topics] Activation of Sovereign AI: Opportunities and Challenges on Chips and Advanced Packaging Technology

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[Selected Topics] Activation of Sovereign AI: Opportunities and Challenges on Chips and Advanced Packaging Technology

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[Selected Topics] Activation of Sovereign AI: Opportunities and Challenges on Chips and Advanced Packaging Technology

Overview

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[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

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[Selected Topics] Activation of Sovereign AI: Opportunities and Challenges on Chips and Advanced Packaging Technology

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