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
(Source: nextplatform)Thanks to the booming development of GenAI, artificial intelligence has experienced explosive growth in just three years, now accounting for half of global system revenue. Therefore, it is reasonable to expect that the custom ASIC design business and AI-related networking business will ultimately dominate Broadcom’s semiconductor operations.In the second quarter of fiscal year 2025, … Read more
Beijing Baineng Weiye Technology Co., Ltd. (https://bainengweiye.com/) is dedicated to the sales service of international brand original ICs and peripheral components, with over 10 years of experience in electronic component distribution. The company specializes in distributing world-renowned ICs, with products widely used in military and civilian electronic brand fields, and has rich sales experience. The … Read more
In the rapidly developing field of liquid cooling technology, the “cold plate” is no longer the only solution. When faced with AI chips and power modules that can generate hundreds of watts, or even kilowatts of heat density, traditional cooling solutions are becoming inadequate. The challenge of how to “precisely extract” heat from the core … Read more
Today, artificial intelligence is permeating almost all edge and embedded markets, creating devices with more powerful performance and richer functionalities, ranging from predictive maintenance in industrial machines to voice activation in household appliances, and supporting more complex computer vision applications and autonomous machines. Generative Artificial Intelligence(GenAI) is also rising in edge devices, enabling these devices … Read more
With the current popularity of AI chips, many IC engineers are eager to learn about NPU (Neural Processing Unit) but are unsure where to start. This article will discuss various dedicated modules for AI chips, providing some direction for your learning. Dedicated Modules for AI Chips 1. NPU Core Module (Neural Processing Unit) Definition: A … Read more
Recently, Broadcom’s stock price has surged over 70% in two months, with its market capitalization briefly exceeding $1 trillion, ranking among the top in the U.S. stock market. This surge is primarily attributed to the rapid growth of Broadcom’s custom AI chip business for large tech companies. Faced with the hot and expensive NVIDIA AI … Read more
China is accelerating the establishment of its artificial intelligence chip ecosystem as U.S. restrictions take effect. Here is the current status of its supply chain: Key Points U.S.-led export controls have excluded China from key segments of the AI chip supply chain. Many chip experts say this has had a dual effect: on one hand, … Read more