Broadcom Expected to Secure Seven Cloud ASIC Clients, Stock Price Hits All-Time High!
On June 24 local time, Broadcom’s stock price rose by 3.94% to close at $263.77 per share, setting a new all-time closing high, influenced by HSBC’s significant upgrade of Broadcom’s target price from $240 to $400. Broadcom, a major American chip manufacturer, primarily provides products for networking, broadband, server storage, wireless communication, and industrial applications. … Read more
Domestic ASIC Chips Breakthrough: Tackling AI Control and Competing for a Trillion Market with 90% Growth Rate
Jun. Click the blue text to follow us 2025.06 As global data center capital expenditures approach one trillion dollars, a restructuring of computing power driven by AI large models is rapidly disrupting traditional chip architectures. Recently, the traditionally low-profile chip giant Marvell boldly declared at an investor summit: in the future, Marvell’s cloud revenue will … Read more
Telecommunications | Increased Investment in ASICs Accelerates AI Network Development
Written by｜Li Heran, Zhou Hanlin, Wei Pengcheng With the resonance of AI inference and training demands, along with the maturity of ASIC chips, the wave of AI network construction has been reignited. Major international chip leaders Marvell and Broadcom continue to increase their ASIC projects, suggesting that ASICs may drive the next wave of Capex … Read more
The Rise of ASICs: Is Nvidia Worried?
Jun. Click the blue text to follow us 2025.06 Source: Content from Nomura. According to reports, following in Google’s footsteps, Meta is fully entering the ASIC (Application-Specific Integrated Circuit) race. According to the latest research report by Nomura Securities analyst Anne Lee and her team, Meta’s ambitions in the AI server space are rapidly escalating. … Read more
AMD’s Two Generations of AI Chips Disrupting Computing Power Landscape? OpenAI Praises Inference Potential
1. AMD Unveils the Strongest AI Combination Ever, “AMD YES” Resounds in the AI Battlefield The world’s second-largest AI chip manufacturer, AMD, made a significant impact at the Advancing AI conference! The flagship MI350 series and the next-generation MI400 series made a splash, featuring 432GB of HBM4 memory for the first time, with single GPU … Read more
Beidou Chip Technology Enters Era 2: The World’s First All-Frequency High-Precision Chip is Born
# Beidou Chip Technology Enters Era 2: The World’s First Beidou-Priority All-Frequency High-Precision Chip Released In the field of technology, every breakthrough can lead to significant changes in the industry. On the morning of June 26, an exciting announcement garnered widespread attention in the tech community and related industries — the official release of the … Read more
Will the Cancellation of Chip Export Controls by the US Lower Smartphone Prices After China’s Response?
The United States has suddenly lifted restrictions on chip exports to China, and the Chinese side has responded positively, welcoming cooperation. This article reveals the economic game behind this decision, analyzing opportunities for businesses and benefits for consumers, helping you understand the new dynamics of Sino-US trade. 01 Incident Erupts: US Lifting Chip Controls Draws … Read more
The ‘Data War’ of Multicore Chips: What is the Cache Coherence Problem?
Hello everyone, welcome to my column. In previous articles, we explored the benefits of Thread-Level Parallelism (TLP) and the classifications of TLP architectures. Today, let’s learn about the cache coherence problems faced by shared memory architectures. Table of Contents 1. Shared Memory Architecture 2. Cache Coherence Problems Table of Content Mind Map 01Shared Memory ArchitectureShared … Read more
Exploring Python Programming for AI Chips
Exploring Python Programming for AI Chips In today’s technological era, artificial intelligence (AI) has become a hot topic. With the advancement of hardware technology, chips specifically designed for AI tasks are gradually coming into our view. These chips typically feature high performance and low power consumption, making them well-suited for applications such as deep learning … Read more