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
Introduction: Foreign Media: Has the Chip Sanction Escalated? As the U.S. once again wields the big stick of chip sanctions, attempting to curb China’s semiconductor industry development by revoking the technology exemptions for companies like TSMC and Samsung, this ongoing technological game has entered a deep-water zone. However, unlike before, the countermeasures and industrial resilience … Read more
The road may be long, but we will reach it; the task may be difficult, but without action, nothing can be accomplished. In March 2018, a small chip company was established in a makeshift office in Zhangjiang, Shanghai. Prior to this, the two co-founders of the company were a vice president managing thousands of employees … Read more
With great power comes great responsibility; Huawei’s every move sparks intense debate across various platforms. For instance, when Huawei donated funds to overseas universities a few years ago, it faced significant criticism. However, those within the industry have a much clearer perception than the uninformed outsiders. This July, the 8th China Graduate “Chip” Innovation Competition … Read more
Comprehensive report from Electronic Enthusiasts Network, not long ago, GlobalFoundries announced on its official website that it has reached a final acquisition agreement with MIPS, a leading supplier of artificial intelligence and processor IP. Both companies stated that this strategic acquisition will expand GlobalFoundries’ customizable IP product portfolio, enabling it to further differentiate its process … Read more
Recently, the Global Artificial Intelligence Conference opened in Shanghai, focusing on cutting-edge topics in AI and chip technology. At the conference, industry leaders boasted about their latest “chip” initiatives. Just a day before the conference, a piece of news caused quite a stir in the tech circle—reportedly, a certain giant is plotting to acquire a … Read more
The United States leads the world in chip design capabilities, with companies like Apple, Qualcomm, and NVIDIA unmatched in chip design quality. However, the manufacturing segment has long relied on Asian companies such as TSMC and Samsung. This “strong design, weak manufacturing” pattern has gradually hollowed out the U.S. chip industry—no matter how good the … Read more
In the development history of the semiconductor industry, corporate acquisitions and integrations often contain profound strategic significance and complex interests. Recently, GLOBAL FOUNDRIES’ acquisition of MIPS has drawn market attention primarily to the value of the RISC-V architecture. However, wafer foundry services do not have a direct business linkage with CPU IP core licensing at … Read more
This article is compiled by Semiconductor Industry Insights (ID:ICVIEWS) fromdigitimes Will the ASIC Market Landscape Change with the Push from Major US CSPs? As major US cloud service providers (CSPs) prepare to announce their latest earnings, investors are closely monitoring potential changes in their investment strategies and capital expenditures in cloud infrastructure, which are key … Read more
Hello everyone, I am the Chip Guy. Recently, I came across a comment from a South Korean netizen that really made me laugh. He said,“If South Korea’s chip development stops for 50 years, China still won’t catch up.”You have to admit, that’s quite a slap in the face! What can I say? Now even South … Read more