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
🚀 Introduction to Computing Accelerators in the Chip Industry “Computing acceleration technology is redefining modern computing architecture” 🎯 Overview With the explosive growth in computing power demands from applications such as artificial intelligence, big data, and scientific computing, traditional CPUs can no longer meet all computing needs, leading to the emergence of computing accelerators. Unlike … Read more
As the AI wave sweeps across the globe, NVIDIA, as the dominant player in the chip market, currently holds an 80% market share in AI chips. However, its main competitors, such as AMD HW and other chip manufacturers, are rapidly rising and capturing NVIDIA’s AI chip market. In addition to these mainstream chip manufacturers competing … Read more
AI ASIC Tracking – September 5, 2025 2026 ASIC Shipment Volume and Value Forecast Google TPU 2026 Forecast Continues to be Revised Upwards Within just three months, the upstream CoWoS “guaranteed capacity” has been revised from 1.2M → 1.5M → 1.8M → 2.0M units, and is currently negotiating towards 2.7-2.8M units, which is a 50% … Read more
Event: Broadcom released its FY25Q3 performance report. – The company achieved a revenue of $16 billion for the quarter, a 22% year-on-year increase, exceeding analysts’ expectations of $15.84 billion. Among them, semiconductor solutions revenue was $9.2 billion, a 26% increase, surpassing the analyst expectation of $9.1 billion. AI revenue reached $5.2 billion, a 63% increase, … Read more
The AI hardware sector is currently witnessing a “new king ascends the throne” scenario—while the market is still debating NVIDIA’s growth rate, Broadcom (AVGO) has opened the floodgates with an explosive financial report: FY25Q3 AI semiconductor revenue surged by 63% year-on-year, with a backlog of orders amounting to $110 billion acting as a heavy ballast,and … Read more
Recently, there has been extensive discussion regarding Google’s new technology, the upward revision of TPU demand, and the requirement to establish servers. Many institutions have revised their forecasts for related custom chips and servers, along with connectivity calculations. Jefferies pointed out in its latest report that the custom chips from Google, Meta, and other tech … Read more
Source: Content from Semiconductor Industry Observation (ID: icbank) translated from eejournal, thank you. Ates Berna, General Manager and Managing Partner of ElectraIC in Istanbul, Turkey, recently published a comparative summary chart on LinkedIn, showcasing the differences between FPGA and ASIC. While this is not a detailed chart, I believe it serves as a great icebreaker … Read more
The inference scenarios of algorithm solidification and large-scale deployment are eroding the market originally belonging to GPUs. ASIC chips, with their extreme energy efficiency and low-cost advantages, have become the new favorites of tech giants. By 2025, global tech giants will face a common challenge: how to efficiently handle the explosive growth of artificial intelligence … Read more
Choosing the implementation platform for TDC—whether to use a flexible Field-Programmable Gate Array (FPGA) or a custom Application-Specific Integrated Circuit (ASIC)—is one of the most critical strategic decisions in product development. This decision is far from being as simple as “FPGA for prototyping, ASIC for mass production”; it involves a complex trade-off across multiple dimensions … Read more