Custom Chips

Domestic ASIC Chips Breakthrough: Tackling AI Control and Competing for a Trillion Market with 90% Growth Rate

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Domestic ASIC Chips Breakthrough: Tackling AI Control and Competing for a Trillion Market with 90% Growth Rate

Jun. Click the blue text to follow us 2025.06 As global data center capital expenditures approach one trillion dollars, a restructuring of computing power driven by AI large models is rapidly disrupting traditional chip architectures. Recently, the traditionally low-profile chip giant Marvell boldly declared at an investor summit: in the future, Marvell’s cloud revenue will … Read more

Marvell Accelerates Custom AI Chips, Targeting the Trillion-Dollar Data Center Market

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Marvell Accelerates Custom AI Chips, Targeting the Trillion-Dollar Data Center Market

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

Broadcom’s Stock Soars, But ASIC Custom Chip Risks Remain

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Broadcom's Stock Soars, But ASIC Custom Chip Risks Remain

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

What is ASIC? Understanding the Core Features and Applications of Application-Specific Integrated Circuits

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What is ASIC? Understanding the Core Features and Applications of Application-Specific Integrated Circuits

ASIC stands for Application-Specific Integrated Circuit. It is a type of integrated circuit chip designed specifically for a particular application or function. Unlike general-purpose integrated circuits, the design goal of ASICs is to efficiently and cost-effectively perform specific tasks. However, in the initial stages, ASICs have disadvantages such as long design times and high development … Read more

Current Status of SiFive: How to Implement RISC-V?

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Current Status of SiFive: How to Implement RISC-V?

I have a black leather notebook that I’ve been using since 2001, with the National Semiconductor logo on its cover. It holds sentimental value for me. Firstly, it reminds me of the breakfast I had with attendees at a National Semiconductor executive event in Laguna Niguel, California, on September 11, 2001. That morning, we were … Read more