(Source: nextplatform)Thanks to the booming development of GenAI, artificial intelligence has experienced explosive growth in just three years, now accounting for half of global system revenue. Therefore, it is reasonable to expect that the custom ASIC design business and AI-related networking business will ultimately dominate Broadcom’s semiconductor operations.In the second quarter of fiscal year 2025, … Read more
Dedicated to financial professionalsas a research and investment information platform Expectation difference is productivity。 —— Jingbei Yueguang 🔥 AI Market Weekly Review: Oracle (weekly increase of 24%/same below), NVIDIA/Microsoft/Google/META/Amazon all reached new highs after the April tariff war low; in the optical module sector, Tianfu Communication (+14%) and Zhongji Xuchuang (+13%) continue to confirm our … Read more
Jun. Click the blue text to follow us 2025.06 Source: ContentCompiled fromwccftech. At the end of last month, NVIDIA CEO Jensen Huang stated during a global media Q&A that in the competition between NVIDIA chips and Application-Specific Integrated Circuits (ASICs), he firmly believes that NVIDIA’s growth will continue to outpace that of ASICs. Regarding this … Read more
On June 17, Nomura Securities released a latest research report stating that Meta is expected to launch its next-generation AI ASIC chip MTIAT-V1 as early as the fourth quarter of 2025. This chip is designed by Broadcom and utilizes high-spec 36-layer PCBs and hybrid cooling technology, with specifications exceeding those of NVIDIA’s next-generation AI chip … Read more
For more market news and research data, please join our community. Some data: 1. NV has consistently held an 80% market share, but by 2025, the shipment volume of ASIC chips from Google and AWS is expected to reach between 3 to 4.5 million units; 2. By 2026, with the addition of Microsoft and Meta, … Read more
Author | Yan Xi As NVIDIA’s GB200 chip creates a billion-dollar frenzy in data centers, another revolution in computing power concerning trillion-dollar IoT terminals is quietly unfolding. Under the LCD dashboard of BYD’s smart cockpit, within the laser radar of Xiaomi’s robotic vacuum, and in the image processors of industrial quality inspection cameras, domestic ASIC … Read more
Gathering semiconductor industry news, technical frontiers, and development trends! According to a report from Kuai Technology on June 2, the semiconductor industry is currently facing a severe technical “winter,” with the chip tape-out success rate dropping to a historic low, posing significant challenges to industry development. Data released by Siemens, a giant in the Electronic … Read more
Recently, Japan’s semiconductor giant #Renesas Electronics announced the dissolution of its silicon carbide (SiC) team and the cancellation of its planned mass production of SiC power semiconductors originally scheduled for early 2025. This news has stirred significant waves in the semiconductor industry. According to various sources, Renesas is currently preparing to sell its new SiC … Read more
Digital Medium Transistor DACFET1. Introduction Many electrical appliances used in daily life are equipped with power electronic conversion circuits. These circuits can convert AC input from a power line into DC, and then convert the obtained DC and the DC provided by batteries back into AC (necessary for the normal operation of motors). They can … Read more
Recently, Broadcom’s stock price has surged over 70% in two months, with its market capitalization briefly exceeding $1 trillion, ranking among the top in the U.S. stock market. This surge is primarily attributed to the rapid growth of Broadcom’s custom AI chip business for large tech companies. Faced with the hot and expensive NVIDIA AI … Read more