There isn’t much new to discuss; mainly, it’s about some rumors regarding #ChipOrigin Co., Ltd: First, it is important to clarify that ASIC is not a specific product, but a classification—chips specifically designed for certain types of tasks, which excel in cost, efficiency, and power consumption, aside from flexibility. Of course, this is contingent on … Read more
Wan Zhong Yi Xin Semiconductor Investment Alliance The State Council Issues “Opinions on Deepening the Implementation of the ‘Artificial Intelligence+’ Action” According to Xinhua News Agency, on August 26, the State Council issued the “Opinions on Deepening the Implementation of the ‘Artificial Intelligence+’ Action” (hereinafter referred to as the “Opinions”).The “Opinions” adhere to the guidance … Read more
Click the blue text to follow us (Source: Semiconductor Industry Overview)Recently, Normal Computing announced the successful launch of the world’s first thermodynamic computing chip, CN101. This ASIC is specifically designed for AI/HPC data centers and is fundamentally different from traditional silicon computing methods. It achieves computational efficiency that traditional chips struggle to reach by leveraging … Read more
NVIDIA has built a moat with its GPU and CUDA ecosystem, leading countless companies to willingly pay high hardware costs and margins. This is because, during the technological exploration phase, the stability of computing power supply is far more important than cost-effectiveness. However, as AI applications enter the stage of large-scale commercial use, those tech … Read more
In the ASIC market, some recent statements heard are contradictory. “Among the many ASIC projects globally, 90% will fail,” said NVIDIA CEO Jensen Huang. Huang’s comments on ASIC are not frequent. Therefore, once the related remarks were made, discussions about the growth potential of ASIC surged in the market, with various speculations emerging. Huang stated … Read more
Introduction to AI Chips AI Chips: Also known as artificial intelligence chips, AI accelerators, or compute cards, these modules are specifically designed to handle a large number of computational tasks in AI applications. Classification of AI Chips: Based on design requirements, AI chips are mainly divided into Central Processing Units (CPUs), Graphics Processing Units (GPUs), … Read more
In the ASIC market, some recent statements heard are contradictory. “Among the many global ASIC projects, 90% will fail,” said Jensen Huang, CEO of NVIDIA. Huang’s comments on ASIC are not frequent. Therefore, once the related remarks were made, discussions about the growth potential of ASIC surged in the market, with various speculations emerging. Huang … Read more
According to a report by Electronic Enthusiasts Network (Author: Huang Jingjing)Analyst Ben Reitzes from Wall Street research firm Melius Research predicts that Nvidia’s market value could reach $9 trillion by 2030. In July of this year, Nvidia’s valuation reached $4 trillion, based on this calculation the company’s market value will more than double in the … Read more
Lanqi Technology 688008 Offers the Jindai CPU product, which is a solution that packages Intel CPUs and ASIC modules together. Ruiskanda 603803 Successfully developed multiple self-owned ASIC chips for access devices, with many devices using the company’s independently developed chips. Shanstone Network Technology 688030 The preparation work for the ASIC hardware platform is basically complete, … Read more
NVIDIA holds an absolute leading position in cloud AI GPU computing. However, the demand for Application-Specific Integrated Circuits (ASICs) is expected to remain strong in the coming years, which is a consensus in the market. More and more chip manufacturers are investing in this market through various means, with the first tier including MediaTek, Broadcom, … Read more