Welcome to the True Deep Dive community (click) ← Don’t miss any snippets. If GPUs are like “off-the-rack suits,” then ASICs are like “bespoke tuxedos.” The former can meet the needs of most occasions, but the latter fits perfectly—just like ASICs are tailored computing circuits for specific AI models. When Google launched its first TPU … Read more
ASIC (Application-Specific Integrated Circuit), as a chip customized for specific scenarios, is becoming a core computing power carrier in fields such as AI and data centers due to its high efficiency and low power consumption. The following is an overview of the technical paths, industry chain, market landscape, and future trends: 1. Technical Paths and … Read more
The global AI computing power market is focusing on the customized ASIC chip field, entering a smoke-free “wheel battle”: OpenAI is preliminarily testing some of Google’s Tensor Processing Units (TPUs); NVIDIA has officially released NVLink Fusion, directly confronting the UALink alliance composed of several tech giants.… As the customized computing power competition enters deeper waters, … Read more
Renesas Electronics Shifts Focus to AI, Halts SiC Business Japanese semiconductor giant Renesas Electronics has recently announced a major strategic adjustment. According to reports from Nikkei News and Nikkan Kogyo Shimbun, the company will terminate its mass production plans for silicon carbide (SiC) power semiconductors and fully transition to three core areas: edge AI, AIoT, … Read more
1. HDI Technology Upgrade: In NVIDIA’s AI servers, to meet the demand for massive data transmission, the number of PCB layers has increased from the traditional 8 layers to 20 – 30 layers, and the materials have been replaced with high-speed, low-loss specialty substrates. The upgrade of the 1.6T switch has driven the upgrade of … Read more
With the rapid development of artificial intelligence technology, the global demand for efficient, low-power, high-performance computing chips is becoming increasingly urgent. ASIC (Application-Specific Integrated Circuit) is a type of chip customized for specific tasks, and its outstanding performance, power efficiency, and cost-effectiveness are making it a key force in driving the implementation of AI technology. … Read more
Demand for 40-layer circuit boards surges! A trillion-dollar track overshadowed by chips ASIC chip showdown, PCB profits quietly soaring: The harsh truth behind the tech giants’ covert battles Broadcom dropped a bombshell at its May earnings call: AI chip revenue for the quarter is expected to exceed $5.1 billion, a 60% year-on-year increase. This set … Read more
Editor’s Note: This article is adapted from Chapter 1 of “The ASIC Handbook,” based on the original text and combined with the author’s practical experience, with some modifications. The ASIC Handbook – ASIC Project 1 4 Top-Level Design Phase (Top-Level Design Phase) Output Deliverables: Approved functional requirements specification Defined top-level architecture documentation Resource planning and … Read more
Project ASIC (Application-Specific Integrated Circuit) FPGA (Field-Programmable Gate Array) Full English Name Application-Specific Integrated Circuit Field-Programmable Gate Array Core Features Designed specifically for a certain type of function/product, highly customized Can be configured and programmed on-site by developers, high flexibility Flexibility Low (cannot be modified after leaving the factory) High (reprogrammable, quick trial and error) … Read more
Core Logic: ASIC AI chips are designed to optimize specific algorithms, thus demonstrating stronger computational power and efficiency than GPU when executing specific tasks, while also consuming less power and being more cost-effective. Currently, major overseas companies such as Google, META, and Amazon are actively investing in ASIC chips, and domestic companies are also continuously … Read more