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
Jun. Click the blue text to follow us 2025.06 This article is compiled by the Semiconductor Industry Cross-Section (ID: ICVIEW) from thefastmode The entire semiconductor ecosystem is facing a talent shortage. Taiwan Semiconductor Manufacturing Company (TSMC) is expected to create 40,000 construction jobs and tens of thousands of chip manufacturing and R&D positions in Arizona … Read more
Source: Semiconductor Industry Overview, Author: Feng Ning Data centers are a hot topic. In the recent quarter, NVIDIA, Broadcom, AMD, Intel, Marvell, SK Hynix, Micron, and Samsung had data center-related shipments exceeding $220 billion in annual shipments (excluding power chips). With the rapid expansion of LLM , it is expected that by 2030, semiconductor spending … Read more
For Dave Johnson, being in charge of Schneider Electric’s crucial IT business is no coincidence; his inherent drive for change and innovation, along with years of industry experience, has given him a profound understanding of how to promote long-term development for the enterprise. Today, century-old companies that survive must be well-versed in various “strategies” to … Read more
Solid State Drives (SSDs) are continuously capturing the storage market due to their advantages of fast read speeds, low power consumption, and high data security. In particular, enterprise SSDs (eSSDs) appear to be safe and worry-free due to stringent quality control and multi-level power loss protection in data centers. However, unexpected power outages can lead … Read more
11 1111 Join us now and sail into the technical blue ocean with global computing experts! With the rapid development of cloud computing and artificial intelligence, data centers require more flexible, efficient, and cost-effective processors to support diverse computing tasks. At the same time, governments around the world are vigorously promoting green computing and sustainable … Read more
For Xilinx, the world’s largest FPGA manufacturer, 2018 can be seen as a new starting point. On January 29 of this year, Xilinx welcomed its fourth CEO, Victor Peng, a veteran with ten years at Xilinx and extensive experience in CPU, GPU, and FPGA. More importantly, Xilinx has also embraced a new development strategy, particularly … Read more
Source: Network Technology Alliance Hello, this is the Network Technology Alliance, I am Rui Ge! In modern data center network design, achieving high availability and high performance is an important challenge that every network engineer must face. As business demands continue to grow and network architectures become more complex, traditional single-device solutions are increasingly unable … Read more
Click the “blue text” above to follow for more exciting content. This article contains a total of 444 words, and reading the full text will take about 1 minute. The FPGA market is currently over $8 billion globally, with most demand coming from four major sectors: telecommunications, industrial, data centers & AI, and defense & … Read more
Click the “blue text” above to follow for more exciting content. This article contains a total of 1444 words, and reading the full text will take about 4 minutes. Data centers & AI are the third largest application market for global FPGA chips, accounting for 15%. As an emerging application market, it is expected to … Read more