Telecommunications | Increased Investment in ASICs Accelerates AI Network Development

Telecommunications | Increased Investment in ASICs Accelerates AI Network Development

Written by|Li Heran, Zhou Hanlin, Wei Pengcheng With the resonance of AI inference and training demands, along with the maturity of ASIC chips, the wave of AI network construction has been reignited. Major international chip leaders Marvell and Broadcom continue to increase their ASIC projects, suggesting that ASICs may drive the next wave of Capex … Read more

The Concept of Copper Cables/CPO/PCB: The Top 10 Most Hardcore Companies (with List)

The Concept of Copper Cables/CPO/PCB: The Top 10 Most Hardcore Companies (with List)

The latest report from JPMorgan has ignited the market— the CPO (Co-Packaged Optics) market is expected to exceed $1 billion by 2028 and reach $5 billion by 2030! NVIDIA’s GB200 copper cable solution is being implemented, TSMC has made breakthroughs in optical communication technology, and global AI server shipments surged by 35% in Q2… The … Read more