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
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
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
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
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
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 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
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
Semiconductor manufacturing materials have long been dominated by Japan. In particular, Japan’s photoresists and high-precision silicon wafers play a crucial role in the global semiconductor supply chain. In recent years, Japan has leveraged its material advantages to exert significant influence over South Korea, a major semiconductor manufacturing nation, amid tensions in Japan-South Korea relations. According … Read more
NVIDIA’s GB200 and GB300 are experiencing strong market conditions, with a surge in demand for indium phosphide (InP) as a critical material for high-speed AI computing. This has led to a significant shortage of related substrates, with buyers stating, ‘We’ll take as much (material) as available, price is not an issue.’ The critical material for … Read more