Is America Worried? CPU, GPU, SoC, AI Chips – We’re Catching Up Fast

Is America Worried? CPU, GPU, SoC, AI Chips - We're Catching Up Fast

The world’s most advanced chip technology has reached 3 nanometers, and it is soon to be upgraded to 2 nanometers. Interestingly, 75% of global chips are made using mature processes of 28 nanometers and above, while only about 25% are produced using more advanced processes below 28 nanometers. Among these 25% of advanced chips, the … Read more

Embedded AI Briefing (2020-03-19)

Embedded AI Briefing (2020-03-19)

Focus on model compression, low-bit quantization, mobile inference acceleration optimization, and deployment Abstract: The domestic epidemic situation has stabilized, and we are waiting for the open-source release of the Megvii framework at the end of March. Huawei Cloud has launched its 2020 “new flagship” – Kunpeng Cloud Phone. Meanwhile, the overseas epidemic is surging, and … Read more

The Evolution of AI Chips in Three Years: A Spark Can Ignite a Prairie Fire

The Evolution of AI Chips in Three Years: A Spark Can Ignite a Prairie Fire

The road may be long, but we will reach it; the task may be difficult, but without action, nothing can be accomplished. In March 2018, a small chip company was established in a makeshift office in Zhangjiang, Shanghai. Prior to this, the two co-founders of the company were a vice president managing thousands of employees … Read more

Breaking Free from the Stigma of ‘Pseudo-Demand’ in Edge AI

Breaking Free from the Stigma of 'Pseudo-Demand' in Edge AI

According to reports from Electronic Enthusiasts (by Zhou Kaiyang), as users, we have witnessed the evolution of artificial intelligence from products to functionalities, and this trend is now spreading to the edge. However, due to strict power consumption and computing requirements at the edge, some existing solutions perform poorly, leading to edge AI often being … Read more

Analysis of the IoT Industry Chain and Investment Layout in China for 2025

Analysis of the IoT Industry Chain and Investment Layout in China for 2025

The Internet of Things (IoT) is evolving from “connecting devices” to “empowering industries,” becoming the core driving force behind digital transformation. With technological breakthroughs (such as 6G and AI chips) and policy support (like China’s “New Infrastructure” plan), the IoT will create more value in areas such as smart healthcare, autonomous driving, and digital twins, … Read more

Tesla Awards $16.5 Billion Chip Contract to Samsung!

Tesla Awards $16.5 Billion Chip Contract to Samsung!

Source: Wall Street Insight Samsung Electronics has reached a $16.5 billion chip manufacturing agreement with Tesla. Musk confirmed the details of the collaboration, emphasizing that he will personally participate in enhancing production efficiency and noted that “this is just the minimum amount.” On July 28, media reports indicated that informed sources revealed Samsung announced on … Read more

The ASIC Market: A New Era Begins

The ASIC Market: A New Era Begins

This article is compiled by Semiconductor Industry Insights (ID:ICVIEWS) fromdigitimes Will the ASIC Market Landscape Change with the Push from Major US CSPs? As major US cloud service providers (CSPs) prepare to announce their latest earnings, investors are closely monitoring potential changes in their investment strategies and capital expenditures in cloud infrastructure, which are key … Read more

Summary of Expert Discussions on ASIC Chips

Summary of Expert Discussions on ASIC Chips

Q: What is the progress and mass production schedule for Broadcom’s main cooperative chips? A: Broadcom has a total of seven main and potential cooperative customers, each with different progress and mass production schedules. Among them, Google, Meta, and OpenAI are mass production customers this year. Google has already mass-produced multiple generations of chips and … Read more

NVIDIA’s Jensen Huang Warns: 90% of ASIC Projects Will Fail, Is This a Warning for Huawei?

NVIDIA's Jensen Huang Warns: 90% of ASIC Projects Will Fail, Is This a Warning for Huawei?

Timing and fate.Two months ago, Jensen Huang made a rare comment about ASICs, stating, “90% of the many ASIC projects worldwide will fail.” Given that NVIDIA focuses on general-purpose GPU architecture, which has a clear competitive relationship with ASICs, this prediction sounds more like a curse.The key point is that this “curse” quickly manifested in … Read more

Will ASICs Overwhelm GPUs by 2026? The Century-Long Battle for AI Chips Has Begun

Will ASICs Overwhelm GPUs by 2026? The Century-Long Battle for AI Chips Has Begun

When news broke that OpenAI quietly rented Google TPUs, the entire tech community sensed a powder keg. One of the largest buyers of NVIDIA GPUs suddenly turned its attention to the ASIC camp, as if a gunshot had announced that the countdown to a new era in AI chips had begun. Google’s Bold Move: A … Read more