AI inference involves unique algorithms designed by each manufacturer, it must be customized. Customized chips are essentially ASICs, so AI inference chips are primarily ASICs.
Category: Semiconductor
How Astera Labs, AI high-speed transmission expert, make money?
Astera Labs specializes in connectivity solutions for data center-centric systems, including cloud computing, artificial intelligence and machine learning. Its products optimize data flow and performance in servers, GPUs and AI accelerators, addressing bottlenecks in high-performance computing environments.
A must-read for Nvidia investors＂The Thinking Machine＂
＂The Thinking Machine＂ is about the founding history of Nvidia, Jensen Huang personal biography, and how Nvidia evolved and grew into the world’s most important chip manufacturer. The author actually interviewed hundreds of people who were directly related to the founding of Nvidia or Huang Renxun at the time, and all of them are first-hand interview records. If you are an investor in Nvidia stocks, it is recommended that you take the time to read this book.
Spectrum-X and Quantum-X switches, Nvidia’s new territory
Spectrum-X and Quantum-X silicon photonic switches, targeting back-end communication, that is, the exchange of massive data in data centers, rather than front-end communication
How important is semiconductor industry to Taiwan?
Taiwan’s semiconductor industry accounts for 15% of Taiwan’s GDP. Taiwan produces more than 60% of the world’s semiconductors and more than 90% of the most advanced semiconductors. Semiconductors are the largest sub-category of the Taiwan stock market, accounting for 27.02%.
How does ON Semiconductor make money? Experts in power and analog signal processing and sensor
ON Semiconductor is a more professional semiconductor manufacturer, focusing on power management solutions, connections and sensors.
China is monopolizing world’s chip mature process
China’s mature process chip capacity will account for about 28% of the global market by 2025, according to IDC estimates, and industry association SEMI says that figure could grow to 39% by 2027
How does Microchip, a specialist in microcontrollers, memory and analogs, make money?
Microchip’s revenue source includes its Technology Licensing segment, which had revenue of $103.9 million, and its Semiconductor Products segment, which had revenue of $5.39 billion.
TSMC risks and disadvantages in Taiwan
In the past, when TSMC was smaller, the operational risks and disadvantages faced by TSMC were not strictly examined. But as chips become more and more important, when “165 billions investment, TSMC moat and competitiveness is fragile”, the operational risks and disadvantages faced by TSMC have been fully exposed.
The famous Chinese founder and CEO of semiconductor companies
A large proportion of Chinese descent in world top chip companies, But you may have discovered the proportion of leaders of global semiconductor companies from mainland China is very low. Why?