Remember to star the public account ⭐️ to receive notifications promptly. Source: Content from wccftech. NVIDIA’s CEO has once again commented on the competition with ASIC manufacturers like Google and Amazon, claiming that not many teams can achieve what the ‘green team’ has done. Since companies like Google released their latest solutions, the debate surrounding … Read more
Since tech giants like Google and Amazon launched custom ASIC chips, attempting to challenge NVIDIA’s dominance in AI inference scenarios, the competition between “NVIDIA vs ASIC” has intensified. Many opinions suggest that as the industry focus shifts from model training to inference deployment, NVIDIA’s technology stack is not irreplaceable. In the latest third-quarter earnings call, … Read more
The first generation of semiconductors is led by SMIC. It is the first choice for entering the semiconductor industry, often referred to as the “Huangpu Military Academy”. Following that are Wuhan Xinxin, Yangtze Memory Technologies, Changxin Technology, Qingdao Xinen, Silicon Motion, Shaoxing, UMC, and others. For the third generation of semiconductors, the most comprehensive and … Read more
What is an ASIC chip? ASIC chips, short for Application-Specific Integrated Circuits, are integrated circuits designed and manufactured according to specific user requirements and the needs of particular electronic systems. Unlike general-purpose chips, ASICs are not aimed at multiple tasks but focus on specific applications, such as dedicated audio and video processors, as well as … Read more
In the eye of the global AI computing power competition, Marvell, Broadcom, and Google are engaged in a covert battle using ASIC chips as their weapon, determining the technological hegemony for the next decade. This war, devoid of gunpowder, not only affects the strategic nerves of tech giants like NVIDIA, Microsoft, and Meta but also … Read more
A professional community focused on sharing financial information. If you like it, please click the business card below to follow. A strange yet common misconception has spread in the market: as soon as a company announces it is developing ASICs, many people immediately believe it, as if ASICs are a technology that anyone can master, … Read more
Did you know? The high-end chips that can integrate billions of transistors rely entirely on EDA (Electronic Design Automation) technology to support them—without EDA tools, designers would take decades to manually draw layouts, while using EDA can complete the task in just a few days. This overview of integrated circuit EDA design explains the “past … Read more
In 2025, the wave of AI continues to sweep across the globe, with computing power becoming the oil of the new era, and the competition for computing power is rewriting the entire semiconductor landscape.Among them, NVIDIA, with its GPUs, has almost monopolized the AI training field, occupying over 90% of the market share, with a … Read more
By 2025, AI is no longer a new trend, but rather an infrastructure. Computing power has become the lifeblood of the digital economy, and this algorithm-driven transformation is fundamentally reshaping the power structure of the global semiconductor industry. Once, NVIDIA built an almost monopolistic moat in the AI training market with its CUDA ecosystem and … Read more
In the “black technology” of chip manufacturing, there is a technique specifically designed to “boost” NMOS (a key transistor), known as source-drain embedded SiC strain technology. For those looking to get started in chip manufacturing, this is a crucial knowledge point for understanding advanced processes! Today, we will break it down clearly, allowing you to … Read more