AI Chips

A Major Loss for the ASIC Camp! Huawei Plans to Redesign AI Chips, Shifting to GPGPU to Compete with NVIDIA

by
A Major Loss for the ASIC Camp! Huawei Plans to Redesign AI Chips, Shifting to GPGPU to Compete with NVIDIA

On July 11, according to a report released by The Information, Chinese tech giant Huawei is seeking to change its artificial intelligence chip design strategy, shifting from ASIC (Application-Specific Integrated Circuit) to GPGPU (General-Purpose Graphics Processing Unit) chips in order to capture more market share from NVIDIA. Despite the U.S. implementing semiconductor export sanctions to … Read more

Israel’s Per Capita GDP Exceeds 300,000: The Rise of the “Chip Kingdom” Is No Coincidence

by
Israel's Per Capita GDP Exceeds 300,000: The Rise of the "Chip Kingdom" Is No Coincidence

Welcome to follow 【Cheyun Network】 “ How strong is Israel’s chip strength, with 15 companies acquired by giants and 4 AI chip startups?” Israel is a small country, smaller than the combined area of Beijing and Tianjin, with a population of less than 8.8 million and resources so scarce that it has nothing but sand. … Read more

American Experts Criticize Chinese Companies: Chips Were Invented in the U.S., How Can China Be Better?

by
American Experts Criticize Chinese Companies: Chips Were Invented in the U.S., How Can China Be Better?

American Experts Are Upset: Chips Were Invented by Us, How Can China Be Better? Hello everyone, I am Lao Chen. Recently, I came across a rather amusing news story where an American expert was jumping up and down on a program, accusing Chinese companies by saying: “Chip technology was invented in the U.S., how can … Read more

NVIDIA CEO Jensen Huang’s ‘Chip Diplomacy’ Amidst Geopolitical Tensions

by
NVIDIA CEO Jensen Huang's 'Chip Diplomacy' Amidst Geopolitical Tensions

At a critical juncture where global technology intersects with geopolitics, NVIDIA CEO Jensen Huang’s itinerary has garnered significant attention. According to insiders, Huang met with U.S. President Donald Trump at the White House on Thursday (July 10) and is set to travel to China the following day. This trip coincides with NVIDIA’s market capitalization surpassing … Read more

Analysis of A-Share Hotspots: The Difference Between Printed Circuit Boards (PCBs) and Chips

by
Analysis of A-Share Hotspots: The Difference Between Printed Circuit Boards (PCBs) and Chips

Recently, the overall market has been performing well, particularly the printed circuit board sector, which has shown significant strength. The strength of printed circuit boards is primarily driven by Nvidia continuously reaching historical highs, which has raised expectations for the PCB industry. With increasing demand, the continuous rise of the PCB sector is logically supported. … Read more

The Quadruple Impact on Edge AI Chips

by
The Quadruple Impact on Edge AI Chips

Abstract Can AI chips be made just with money? Necessary but not sufficient. Only when you are successful enough can you have a name and reputation. Why are there only a handful of global CPU and GPU companies, yet the wave of artificial intelligence has led to the emergence of so many AI chip companies … Read more

Global Chip War: Restructuring and Breakthroughs in the Semiconductor Industry

by
Global Chip War: Restructuring and Breakthroughs in the Semiconductor Industry

In the first quarter of 2025, TSMC announced the official mass production of its 1.4nm process technology, achieving a transistor density of 320 million per square millimeter—equivalent to shrinking the entire map of New York City down to the size of a fingernail. Meanwhile, the latest data from the U.S. Department of Commerce shows that … Read more

In-Depth Analysis of the ASIC Industry: Market Prospects, Scale Forecasts, Industry Chain, and Competitive Landscape of Related Companies

by
In-Depth Analysis of the ASIC Industry: Market Prospects, Scale Forecasts, Industry Chain, and Competitive Landscape of Related Companies

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

AI ASIC Tracking – June 30, 2025

by
AI ASIC Tracking - June 30, 2025

AI ASIC Tracking – June 3, 2025AI ASIC Tracking – June 21, 2025 OpenAI and Google Reach Collaboration OpenAI is one of the major customers of Nvidia AI chips and has recently started leasing Google’s AI chips (TPUs) to support products like ChatGPT. This marks OpenAI’s first significant use of non-Nvidia chips. OpenAI aims to … Read more

ASIC vs FPGA: A Comparative Analysis

by
ASIC vs FPGA: A Comparative Analysis

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