The previous article discussed Intel’s preparation to embrace the ASIC design wave, and this article will focus on the key players in the ASIC field. In the current rapid development of artificial intelligence, Application-Specific Integrated Circuits (ASICs) have become the core engine driving technological innovation. This highly customized chip design not only far exceeds general-purpose … Read more
Recently, at the Arm UNLOCKED summit, Arm officially launched the Arm Lumex Compute Subsystem (CSS) for mobile devices, which includes the new C1 series CPU cluster based on the Armv9.3 instruction set, as well as the Mali G1 GPU series that supports the next generation of ray tracing technology. In a media interview following the … Read more
Custom chips are rapidly reshaping the AI industry landscape, with the competition for computing power behind large models like GPT-5 and Gemini quietly shifting. As the global AI race reaches a fever pitch in 2025, a transformation in computing architecture is quietly taking place. While NVIDIA GPUs continue to dominate in training, ASIC (Application-Specific Integrated … Read more
According to reports from Electronic Enthusiasts (by Huang Jingjing), the Arm Tech Symposia annual technology conference recently held its first domestic stop in Shenzhen. As one of Arm’s most important and largest technical events, the Arm Tech Symposia annual conference focused on the theme “Arm is Building the Future of Computing,” discussing hot topics in … Read more
The scenarios of algorithm solidification and large-scale deployment of inference are eroding the market originally belonging to GPUs, with ASIC chips becoming the new favorite of tech giants due to their extreme energy efficiency and low-cost advantages. By 2025, global tech giants will face a common challenge: how to efficiently handle the explosive growth of … Read more
Event: Broadcom released its FY25Q3 performance report. – The company achieved a revenue of $16 billion for the quarter, a 22% year-on-year increase, exceeding analysts’ expectations of $15.84 billion. Among them, semiconductor solutions revenue was $9.2 billion, a 26% increase, surpassing the analyst expectation of $9.1 billion. AI revenue reached $5.2 billion, a 63% increase, … Read more
The inference scenarios of algorithm solidification and large-scale deployment are eroding the market originally belonging to GPUs. ASIC chips, with their extreme energy efficiency and low-cost advantages, have become the new favorites of tech giants. By 2025, global tech giants will face a common challenge: how to efficiently handle the explosive growth of artificial intelligence … Read more
NVIDIA has built a moat with its GPU and CUDA ecosystem, leading countless companies to willingly pay high hardware costs and margins. This is because, during the technological exploration phase, the stability of computing power supply is far more important than cost-effectiveness. However, as AI applications enter the stage of large-scale commercial use, those tech … Read more
Below is a summary of the core content from Morgan Stanley’s research report dated August 19, 2025, covering key trends, investment opportunities, and risk analysis in the Asia-Pacific semiconductor industry (especially in Greater China):1. Industry Insights and Core Conclusions Industry Rating Upgraded Upgraded the semiconductor industry outlook for the second half of 2025 to “Attractive” … Read more
As the cost of computing power for training large models reaches tens of millions of dollars, and the power consumption of a single GPU exceeds 700 watts, the cost-performance bottleneck of ‘general-purpose chips’ is gradually becoming apparent. At this time, a chip tailored for specific AI tasks—AI ASIC—has become a new choice for tech giants … Read more