Jun. Click the blue text to follow us 2025.06 Source: Content from Nomura. According to reports, following in Google’s footsteps, Meta is fully entering the ASIC (Application-Specific Integrated Circuit) race. According to the latest research report by Nomura Securities analyst Anne Lee and her team, Meta’s ambitions in the AI server space are rapidly escalating. … Read more
Follow “Electronic Engineering Magazine” and add the editor’s WeChat Regional groups are now open, please send a message with 【Shenzhen】【Shanghai】【Beijing】【Chengdu】【Xi’an】 to the public account At NVIDIA’s annual shareholder meeting on June 26, Jensen Huang clearly stated: “Our company has many growth opportunities, among which AI and robotics technology are the two largest, representing trillions of … Read more
⬆️ Click to follow + star 🌟 Don’t miss out on exciting content ⬆️ The competitive landscape of the AI server market is quietly changing. A recent report from Nomura Securities reveals that as cloud service giants like Google, Amazon AWS, and Meta accelerate their development of self-researched ASICs (Application-Specific Integrated Circuits), the AI server … Read more
NVIDIA, Intel,AMD Major Internet Companies in the United States Domestic Chips Source: Semiconductor Research
Introduction to Huawei Ascend Atlas 200I DK A2 Developer KitFeiteng FT-2000 Development Board: A Duet of Performance and SecurityXilinx EK-U1-ZCU104-G: A Development Board Choice with High Performance Processing Capability In today’s digital age, Artificial Intelligence (AI) has permeated every aspect of our lives, from smart homes to autonomous driving, from intelligent security to industrial automation, … Read more
There are several other interesting developments in NVIDIA’s data. First is the development of capital expenditures. While this is typically not a number worth studying for fabless companies, it is becoming significant for NVIDIA. Capital expenditures are now approaching 1.3 billion dollars or more, comparable to those large integrated device manufacturers (IDMs) that require investment … Read more
NVIDIA’s near-monopoly position in the AI GPU battlefield has prompted various manufacturers to accelerate the research and production of Application-Specific Integrated Circuits (ASICs), creating an atmosphere of “competition between NVIDIA’s GPUs and the ASIC army.” Notably, TSMC, which caters to both camps, has increased prices for its 2nm and advanced packaging technologies, further boosting its … Read more
Follow “Electronic Engineering Magazine” and add the editor’s WeChat Regional groups are now open, please send messages 【Shenzhen】【Shanghai】【Beijing】【Chengdu】【Xi’an】 to the public account Many students may have forgotten that Computex is the “Taipei International Computer Show”—even though its positioning has been adjusted with technological developments, it was originally aimed primarily at “computers” or “personal computers”. Now … Read more
Source | Quantum Bit 2025 will be the year of mass production for humanoid robots. The recent appearance of 14 robots at CES by Jensen Huang has sparked renewed discussion following a prediction from SemiAnalysis analysts. NVIDIA will ultimately become a robotics company, not just a semiconductor company. Only a few understand their foundational layout, … Read more
From 2006 to 2013, AMD and Nvidia completely mismanaged their market competition in mobile platforms, losing their status as major global GPU suppliers while Apple gradually replaced them to become the most powerful and mainstream producer of GPU processors. This article reviews this history to analyze why Apple can still replicate its success, hoping to … Read more