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
【Hot Topics】 1. NVIDIA is actively advancing the porting of CUDA to the RISC-V architecture. 2. Cambricon plans to raise 3.985 billion yuan to enhance AI large model chips and software platforms. 3. Zhongwei Company: Expected net profit increase of 31.61%-41.28% in the first half of the year, with etching equipment revenue growth of 40.12%. … Read more
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
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 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