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
On June 24 local time, Broadcom’s stock price rose by 3.94% to close at $263.77 per share, setting a new all-time closing high, influenced by HSBC’s significant upgrade of Broadcom’s target price from $240 to $400. Broadcom, a major American chip manufacturer, primarily provides products for networking, broadband, server storage, wireless communication, and industrial applications. … Read more
1. AMD Unveils the Strongest AI Combination Ever, “AMD YES” Resounds in the AI Battlefield The world’s second-largest AI chip manufacturer, AMD, made a significant impact at the Advancing AI conference! The flagship MI350 series and the next-generation MI400 series made a splash, featuring 432GB of HBM4 memory for the first time, with single GPU … Read more
Exploring Python Programming for AI Chips In today’s technological era, artificial intelligence (AI) has become a hot topic. With the advancement of hardware technology, chips specifically designed for AI tasks are gradually coming into our view. These chips typically feature high performance and low power consumption, making them well-suited for applications such as deep learning … Read more
As the second quarter comes to a close, the theory of excess computing power has dissipated alongside the soaring demand for computing power from major manufacturers. The poor performance of domestic computing power in the second quarter, triggered by the supply cut from H20, is also expected to have a negative impact. Moving forward, chips … Read more
leo/20250620 As NVIDIA GPUs dominate 67% of the global AI chip market, an antitrust revolution is underway. Tech giants like Google, Amazon, and Microsoft are developing their own ASIC chips, or Application-Specific Integrated Circuits, targeting cost-performance efficiency. These chips, customized for specific tasks, are akin to special forces, executing a single mission with speeds up … Read more
On June 17, 2025, chip company Marvell held an online investor summit focused on AI infrastructure. Although Marvell has generally maintained a low profile in the public eye, this summit sent a strong signal—it’s fully betting on “custom AI chips,” attempting to seize a core position in the data center chip market amid the upcoming … Read more