Introduction Recently, the ASIC market has seen a surge in popularity, especially in the storage sector, quietly transforming our industry landscape. Today, let’s discuss in simple terms why it is expanding so rapidly. Why is the ASIC Market Booming? Friends, you must have heard a lot about ASICs lately, right? Indeed, this market is genuinely … Read more
On June 24 local time, Broadcom’s stock price rose by 3.94% to close at $263.77 per share, setting a new all-time closing high, influenced by HSBC’s significant upgrade of Broadcom’s target price from $240 to $400. Broadcom, a major American chip manufacturer, primarily provides products for networking, broadband, server storage, wireless communication, and industrial applications. … Read more
Jun. Click the blue text to follow us 2025.06 As global data center capital expenditures approach one trillion dollars, a restructuring of computing power driven by AI large models is rapidly disrupting traditional chip architectures. Recently, the traditionally low-profile chip giant Marvell boldly declared at an investor summit: in the future, Marvell’s cloud revenue will … Read more
Written by｜Li Heran, Zhou Hanlin, Wei Pengcheng With the resonance of AI inference and training demands, along with the maturity of ASIC chips, the wave of AI network construction has been reignited. Major international chip leaders Marvell and Broadcom continue to increase their ASIC projects, suggesting that ASICs may drive the next wave of Capex … Read more
Jun. Click the blue text to follow us 2025.06 Source: Content from Nomura. According to reports, following in Google’s footsteps, Meta is fully entering the ASIC (Application-Specific Integrated Circuit) race. According to the latest research report by Nomura Securities analyst Anne Lee and her team, Meta’s ambitions in the AI server space are rapidly escalating. … Read more
Some people say that FPGA and ASIC are the same, which is like thinking that a person who grows wheat must also grow rice. Such people underestimate the wisdom of humanity. Regardless of whether you think with your left foot or right foot, it is clear that if they were the same, there would be … Read more
As the second quarter comes to a close, the theory of excess computing power has dissipated alongside the soaring demand for computing power from major manufacturers. The poor performance of domestic computing power in the second quarter, triggered by the supply cut from H20, is also expected to have a negative impact. Moving forward, chips … Read more
⬆️ Click to follow + star 🌟 Don’t miss out on exciting content ⬆️ The competitive landscape of the AI server market is quietly changing. A recent report from Nomura Securities reveals that as cloud service giants like Google, Amazon AWS, and Meta accelerate their development of self-researched ASICs (Application-Specific Integrated Circuits), the AI server … Read more
leo/20250620 As NVIDIA GPUs dominate 67% of the global AI chip market, an antitrust revolution is underway. Tech giants like Google, Amazon, and Microsoft are developing their own ASIC chips, or Application-Specific Integrated Circuits, targeting cost-performance efficiency. These chips, customized for specific tasks, are akin to special forces, executing a single mission with speeds up … Read more
