(Source: money)In the past, as globalization surged, Taiwan’s industries were primarily cost-oriented, establishing operations in regions with cheap labor and low production costs. However, with rising geopolitical risks, the restructuring of global supply chains has become a trend, indicating that “the world is no longer flat.” Consequently, Taiwan’s industrial strategy has shifted to emphasize production … Read more
As the parameters of AI large models exceed one trillion and the GPU computing race enters the “EFLOPS era,” the enhancement of chip performance can no longer rely solely on process miniaturization—advanced packaging technology is becoming the “second growth curve.” For instance, integrating multiple small chips (Chiplets) like building blocks can enhance performance by three … Read more
1. Market Heat: Computing Power Sector Attracts 5.3 Billion in a Single Day, Cambricon Stock Price Returns to 1500 Yuan On September 16, the semiconductor and computing power sector continued its strong performance, with Cambricon and Haiguang Information rising by 18% and 12% respectively, and Chunzong Technology’s liquid cooling server concept achieving five trading limits … Read more
According to the Korea Herald, the South Korean government plans to collaborate with AI chip and cloud computing companies to form a team to develop high-performance, low-power Neural Processing Unit (NPU) inference chips. The aim of this initiative is to compete with NVIDIA while avoiding the GPU market dominated by NVIDIA. On June 26, South … Read more
An AI computing power revolution is imminent. Recently, at the 2025 Optical Expo, a brand new and disruptive CPC technology made a stunning debut. It is no exaggeration to say that the emergence of this technology will completely replace CPO and PCB, becoming the most sought-after investment target in the market. If you missed the … Read more
Remember to star this public account ⭐️ to receive updates promptly. Source：ContentTranslated from Nikkei. A Japanese startup is designing cost-effective artificial intelligence chips to challenge Nvidia. The company’s CEO stated that they plan to significantly increase sales next year and be “IPO-ready” by 2028. Experts warn that computing power, transmission capacity, and enormous energy demands … Read more
AI chips are widely used for artificial intelligence training and inference tasks, such as GPUs and ASIC chips. ASIC chips are chips specifically designed for particular purposes. Due to their custom design, ASIC chips are more suitable for the field of artificial intelligence, achieving higher computational efficiency and lower power consumption. First Company: Cambricon Subfield: … Read more
On September 9, according to foreign media Wccftech, NVIDIA’s Executive Vice President and Chief Financial Officer Colette Kress recently discussed the competitive landscape posed by Broadcom’s ASIC chips at the Goldman Sachs Communacopia + Technology Conference, stating that NVIDIA’s GPUs offer a better cost-performance ratio. She also provided insights into the sales outlook for the … Read more
– Click the card above to follow me- Get free access to a collection of large model learning materials compiled over the past year A new report from SemiAnalysis indicates that while Huawei is producing hundreds of thousands of AI chips, the real bottleneck is not chip manufacturing, but the shortage of High Bandwidth Memory … Read more
As the performance of artificial intelligence chips continues to improve, single chips are gradually approaching the physical limits of efficiency, and advanced packaging technology is rapidly developing towards large size, high performance, and high-density heterogeneous integration. In this trend, the warping issues in packaging structures and thermal processes are becoming increasingly challenging, becoming a key … Read more