ゲート・ニュース。4月9日、4月10日付の報道によると、Amazonの最高経営責任者（CEO）Andy Jassyは、同社が他社企業に対して同社のAIチップを販売することを検討していると述べた。さらに、同社が自社開発しているチップ事業の年換算収益が200億ドル超に到達する見込みだとも明らかにした。今回の開示は、Amazonの自社開発チップ事業の規模を珍しく示したものだ。同事業は汎用コンピューティング向けのチップ、人工知能（AI）向けアクセラレータ、そして同社のサーバーがより効率的に稼働するためのチップを製造している。

Gate News のニュースで、4 月 1 日、AI にクレジットを提供するステーブルコイン・プロトコル USD.AI が、CHIP トークンのエアドロップ申請を開始したと発表しました。ICO およびエアドロップの参加者はいずれも申請できます。締め切りは 5 月 30 日です。USD.AI は、トークンの上場日および対応取引所はまもなく公表されると述べています。

Gate News Report: On March 20, the U.S. Department of Justice filed criminal charges against three individuals associated with Super Micro Computer, including the company's co-founder, for allegedly smuggling AI chips valued at $2.5 billion to China. The indictment states that these individuals illegally transported chip technology crucial to AI development to Chinese entities by circumventing export control measures. This case highlights ongoing tensions and regulatory challenges in the U.S.-China technology trade sector.

Gate News Report: On March 19, Alibaba's management stated during tonight's (March 19) earnings call that global AI computing power will be in a severe shortage period over the next 3-5 years. As the only cloud computing company in the Chinese market with self-developed chip capabilities, Pingtouge is crucial to the Alibaba Group. The management also revealed that an IPO for Pingtouge is not ruled out in the future, but there is no clear timeline at this moment.

Polymarketの予測市場では、誰かがUSD.AIが3月31日までにトークンを発行する可能性に72%として、4100ドルを賭けています。CHIPのICOはすでに終了していますが、公式からは発行日や関連情報はまだ発表されておらず、3月31日が発行の最終期限となっています。

Micron Technology will release its second quarter financial results on March 18, with expectations of significant growth in net profit and revenue. Driven by artificial intelligence demand, memory chip prices have risen, and the stock price has increased by more than 60%. Analysts point out that while supply is tight, market expectations may be overly optimistic.

Gate News Report: On March 18th, Samsung Electronics is considering shifting its memory chip contract model towards multi-year agreements, extending contract terms from the current quarterly or annual periods to 3-5 years to stabilize supply and alleviate market concerns about critical component shortages. Samsung Electronics Co-CEO Jun Young-hyun stated at the annual shareholders' meeting that Samsung is considering extending existing contract terms to as long as 3-5 years. He noted that this adjustment is significant as AI memory chip demand is expected to continue surging through 2026.

Gate News reports that on March 17, Micron Technology (ticker: MU.O, a US memory chip manufacturer) reached an all-time high stock price, with the latest gain of 3.5%.

Gate News Report: On March 17, the three major U.S. stock index futures turned higher. The S&P 500 Index (U.S. large-cap stock benchmark index) futures rose 0.2%, the Nasdaq 100 Index (U.S. technology stock benchmark index) futures rose 0.1%, and the Dow Jones Index (U.S. blue-chip stock benchmark index) futures rose 0.3%.

Gate News Report: On March 17, SK Group Chairman Choi Tae-won stated on Monday that the global semiconductor wafer shortage may persist until 2030 due to sustained AI-driven demand exceeding supply. Choi Tae-won revealed that SK Hynix is reviewing the possibility of listing American Depositary Receipts (ADR) in the United States to expand its global investor base. Additionally, SK Hynix's Chief Executive Officer may announce plans to stabilize DRAM chip prices, and the group is also exploring opportunities in the alternative energy sector.