Click the “blue text” above to follow the latest investment research news Recently, many investors have noticed that Broadcom’s stock price has outperformed NVIDIA. Behind this lies a significant shift in the AI computing field: represented by Broadcom, ASIC (Application-Specific Integrated Circuit) chip manufacturers have quietly risen. The global ASIC chip market is expected to … Read more
Listen to the full text ASIC chips are becoming the core driving force in the field of AI computing power, and their development exhibits three key characteristics: 1. Explosive Market Growth The global demand for AI computing power is shifting from training to inference, driving the ASIC chip market size to an estimated $55.4 billion … Read more
The scenarios of algorithm solidification and large-scale deployment of inference are eroding the market originally belonging to GPUs, with ASIC chips becoming the new favorite of tech giants due to their extreme energy efficiency and low-cost advantages. By 2025, global tech giants will face a common challenge: how to efficiently handle the explosive growth of … Read more
On the 11th, Chip Origin Technology Co., Ltd. released a voluntary disclosure announcement, stating that the company’s orders have experienced explosive growth. The announcement shows that as of the end of the second quarter of 2025, the company’s order amount reached 3.025 billion yuan, maintaining a high level for seven consecutive quarters. Notably, from early … Read more
1. Definition and Core Advantages of ASIC ASIC (Application-Specific Integrated Circuit) is an integrated circuit customized for specific user or electronic system requirements. Unlike general-purpose chips such as CPUs that adapt to multiple scenarios, its circuit structure and computational unit layout are optimized for a single scenario (e.g., deep learning inference). The core advantages are … Read more
The AI hardware sector is currently witnessing a “new king ascends” scenario—while the market is still debating NVIDIA’s growth rate, Broadcom (AVGO) has shattered expectations with a stunning earnings report: FY25Q3 AI semiconductor revenue surged by 63% year-on-year, with $110 billion in backlog orders weighing down like a giant stone,and they boldly stated that FY26 … Read more
On September 9, according to foreign media Wccftech, NVIDIA’s Executive Vice President and Chief Financial Officer Colette Kress recently discussed the competitive landscape posed by Broadcom’s ASIC chips at the Goldman Sachs Communacopia + Technology Conference, stating that NVIDIA’s GPUs offer a better cost-performance ratio. She also provided insights into the sales outlook for the … Read more
Recommended public account to follow ↓In today’s rapidly advancing artificial intelligence technology, the choice of computing hardware has become a key factor driving AI progress. The AI chip market in 2025 shows a clear “dual-track parallel” pattern, with Graphics Processing Units (GPUs) continuing to dominate with a 60% global market share, while Application-Specific Integrated Circuits … Read more
Click the blue text above to follow us Last week, The Information reported that Google has intensified its efforts to promote its self-developed TPU, attracting considerable attention. I had not spent much time focusing on international ASIC developments, but I was surprised by how rapidly they are advancing. Almost every well-known AI company in the … Read more
Click on the above Industry 4.0 to follow us e-works encourages originality, please refer to the homepage for submission guidelines on “Original Contributions“. ✎ Introduction Recently, there has been significant movement in the U.S. stock market. Two tech stock concepts have suddenly gained popularity, attracting high market attention with astonishing price increases. These two concepts … Read more