(Source: semiwiki)Data centers are typically seen as a battleground between CPUs (x86, ARM, RISC-V) and GPUs (NVIDIA, AMD, custom ASICs). However, behind this prominent competition, a quiet revolution is taking place: ARM is quietly replacing Intel and AMD in the data processing unit (DPU) market.The DPU (also known as SmartNIC) is responsible for the “pipeline” … Read more
As the demand for computing power continues to rise, the challenges of thermal management are becoming increasingly severe—high-density computing generates a significant amount of heat, placing high demands on the operating environment.Efficient and sustainable monitoring solutions are becoming more important. They are not only the cornerstone of ensuring system safety but also a key enabler … Read more
Sept. Click the blue text to follow us 2025.09 RISC-V’s rise in the DPU field creates a rare opportunity to reshape the competitive landscape of the industry. Data centers are typically seen as a battleground between CPUs and GPUs. However, behind this highly publicized competition, another quiet revolution is underway: ARM is quietly replacing Intel … Read more
Issue 250902 Editor: Qian Qian Today’s tech news is quite interesting: Tesla is not only making cars but is also betting on the future of robots; OpenAI plans to build a super-large data center in India; Alibaba is also rumored to be developing chips to fill the gap. Meanwhile, Runway is crossing into robotics, and … Read more
This article is compiled by Semiconductor Industry Review (ID: ICVIEW) from semiwiki. The rise of RISC-V in the DPU field creates a rare opportunity to reshape the competitive landscape of the industry. Data centers are often seen as a battleground between CPUs and GPUs. However, behind this highly publicized competition, another quiet revolution is taking … Read more
2025 Edge Computing Frontier Station lDC Industry: The Computing Power Cornerstone of the Digital Economy Working Together for a Connected World · Greetings from Ark · Dear family of Ark Academy, hello! I am your Ark partner, Xiao Zhou. Today, we will talk about lDC Industry: The Computing Power Cornerstone of the Digital Economy. 01 … Read more
Aug. Click the blue text to follow us 2025.08 Data centers are typically seen as a battleground between CPUs (x86, ARM, RISC-V) and GPUs (NVIDIA, AMD, custom ASICs). However, behind this intense competition, a quiet revolution is taking place: ARM is quietly replacing Intel and AMD in the data processing unit (DPU) market. DPUs (also … Read more
1. The U.S. Department of Commerce cancels $7.4 billion semiconductor research funding, accusing the Biden administration of corruption.2. Skyworks appoints former AMD executive Philip Carter as CFO, with a base salary of $600,000.3. Saudi AI startup Humain will operate its first data centers next year, using NVIDIA chips.4. TSMC’s U.S. packaging plant begins site preparation, … Read more
In recent years, the concept of FPGA has become increasingly prevalent. For example, Bitcoin mining has seen the use of FPGA-based mining machines. Additionally, Microsoft previously announced that it would use FPGAs “instead of” CPUs in its data centers, among other applications. In fact, FPGA is not unfamiliar to professionals; it has been widely used … Read more
ARM chips run smoothly in mobile devices, but when it comes to data centers, they seem to be under a spell—despite a decade of calls to “replace x86”, very few enterprises dare to adopt them on a large scale. Let’s take a look at the hurdles ARM faces in establishing a foothold in data centers. … Read more