Abstract:
The development of artificial intelligence (AI) has significantly transformed the
global semiconductor industry. This study aims to analyze the impact of Alibaba’s AI chip
development on production costs, investment, and competitiveness in the semiconductor
industry in the United States and China. This research uses a qualitative descriptive
approach with a literature review method. The findings show that the development of
Alibaba’s AI chips increases production costs in the short term due to high research and
development (R&D) expenses and infrastructure investment. However, in the long term, it can
reduce production costs through efficiency and economies of scale. In addition, this
development encourages increased investment, particularly in China, supported by
government policies. In terms of competitiveness, Alibaba’s AI chips strengthen China’s
position in the global semiconductor industry, although the United States still maintains
leadership in advanced technology.
