Aho-Corasick

The Continuous Integration of ASIC Chips and Artificial Intelligence: A List of 8 Authentic Core Enterprises!

by
The Continuous Integration of ASIC Chips and Artificial Intelligence: A List of 8 Authentic Core Enterprises!

“Has become a warning for the innovative development of intelligence“ Cloud computing is essentially a computing model based on the internet, providing computing resources, storage, and services through the “cloud”. This model allows users to access various applications and data anytime and anywhere via the internet, without relying on local hardware and software facilities.As the … Read more

South Korea’s Government and Enterprises Collaborate to Develop NPU Chips, ASICs and GPUs May Compete as Alternatives

by
South Korea's Government and Enterprises Collaborate to Develop NPU Chips, ASICs and GPUs May Compete as Alternatives

According to the Korea Herald, the South Korean government plans to collaborate with AI chip and cloud computing companies to form a team to develop high-performance, low-power Neural Processing Unit (NPU) inference chips. The aim of this initiative is to compete with NVIDIA while avoiding the GPU market dominated by NVIDIA. On June 26, South … Read more

The Great Wall of Computing: Exploring the Sustainable Moat of the Edge AI Chip Industry in A-Share Market

by
The Great Wall of Computing: Exploring the Sustainable Moat of the Edge AI Chip Industry in A-Share Market

The Great Wall of Computing: Exploring the Sustainable Moat of the Edge AI Chip Industry in A-Share Market Disclaimer: This article does not constitute any investment advice. Core Summary The Chinese edge artificial intelligence (Edge-AI) inference ASIC accelerator card industry is experiencing a golden development period driven by both policy and real demand. The “domestic … Read more

911 Stock Trading Diary (Oracle and ASIC Edition)

by
911 Stock Trading Diary (Oracle and ASIC Edition)

Let me discuss a few new changes. Last night, Oracle’s stock surged, with two highlights: one is that the orders for cloud computing data center construction significantly exceeded expectations, with North American investment banks generally predicting $100 billion, while in reality, a record $332 billion in orders were signed in the first quarter. Oracle is … Read more

The ASIC Chip War

by
The ASIC Chip War

Tech giants like Google, Meta, and Amazon are aggressively advancing ASIC chips, which is not a technological revolution but an inevitable result of the restructuring of the global macro landscape. In my view, this is akin to the Three Kingdoms, where great powers vie for dominance while smaller nations suffer. ASIC chips have become a … Read more

Overview of Companies Related to ASIC Chips

by
Overview of Companies Related to ASIC Chips

ASIC is a “custom chip”—unlike GPUs that can handle various tasks, it is optimized for specific functions (such as AI inference and firewall protection), achieving 40% higher efficiency and 3-5 times lower power consumption compared to general-purpose chips. For example, when you chat with AI, the underlying “inference computation” relies on ASICs; 5G base stations … Read more

ASIC Chips: The Next Battlefield in the AI Computing Race

by
ASIC Chips: The Next Battlefield in the AI Computing Race

Custom chips are rapidly reshaping the AI industry landscape, with the competition for computing power behind large models like GPT-5 and Gemini quietly shifting. As the global AI race reaches a fever pitch in 2025, a transformation in computing architecture is quietly taking place. While NVIDIA GPUs continue to dominate in training, ASIC (Application-Specific Integrated … Read more

The Second Half of Computing Power Revolution: The Rise of ASICs Leading New Opportunities in the Industry and the Concurrent Price Surge in the Storage Market

by
The Second Half of Computing Power Revolution: The Rise of ASICs Leading New Opportunities in the Industry and the Concurrent Price Surge in the Storage Market

Intense competition at high levels, with leading directions locked on optical communication. The second half of AI focuses on domestic computing power: frequent industrial signals indicate that the next round of significant market trends can be expected. Oracle orders + Rubin architecture + robots: a resonance across the entire industry chain. Deep collaboration rather than … Read more

Solving the Elephant Flow Dilemma: Hillstone Networks’ ASIC Firewall Builds a Solid Barrier for Massive Data Transmission

by
Solving the Elephant Flow Dilemma: Hillstone Networks' ASIC Firewall Builds a Solid Barrier for Massive Data Transmission

【Hillstone InsightsASIC】•Article 7 Are you as steady as a mountain in the face of the “Elephant Flow” of data? In the wave of digitalization, a flood of data sweeps across various industries. Among this traffic, there is a particularly special type known as“Elephant Flow”— those long-lasting, massive single data streams. They are not light “cars,” … Read more

The Second Half of the AI Computing Power Battle: ASIC Chips Become the New Focus! These Listed Companies Are Fully Positioned

by
The Second Half of the AI Computing Power Battle: ASIC Chips Become the New Focus! These Listed Companies Are Fully Positioned

Oracle’s stock surged by36%, with a market value increase of1.78 trillion yuan. This astonishing performance not only shocked global investors but also revealed thatthe competition for AI computing power is shifting from general computing to dedicated chips. On Wednesday, Eastern Time, American tech giant Oracle signed a massive computing power procurement contract withOpenAI, becoming one … Read more