In addition to Microsoft’s own Surface series, OEMs such as Asus, Acer, Dell, Lenovo, HP and Samsung have also released their own Windows 11 AI PCs based on Qualcomm PC platform, without exception they are all equipped with Snapdragon X Elite/X Plus chip series PC platform, this is the first time ever
Category: Semiconductor
How does CUDA strengthen the moat of Nvidia’s monopoly?
Today, many artificial intelligence deep learning frameworks (including Caffe2, Chainer, Databricks, H2O.ai, Keras, MATLAB, MXNet, PyTorch, Theano, and Torch) rely on CUDA to provide support for GPUs.
Top vendors and uses of GPU
2006, Hinton and his student Simon Osindero published an important paper “A Fast Learning Algorithm for Deep Belief Nets” recommends using GPU to increase the speed of training neural networks.
How much potential does ARM’s WOA (Windows on ARM) has?
On June 3, 2024, after ARM CEO Rene Haas gave a speech at Computex in Taipei, he publicly stated in an interview with the media that the company’s goal is to have ARM’s Windows on ARM PC could obtain more than 50% of the Windows PC market within five years. % share.
How low-key Marvell makes money?
Marvell was the sixth largest professional semiconductor designer in the world by revenue at the end of 2023.
Mong-Song Liang, the hero of SMIC’s breakthrough in US blockade
Almost all Taiwan’s media circles label Mong-Song Liang a traitor, which I really disagree with. History will give Mong-Song Liang a fair justice. He is the biggest contributor of Samsung’s 14nm, SMIC’s 20nm, 14nm, 7nm, 5nm and beyond
Top five semiconductor equipment providers
In Q1 2024, the revenue of top five semiconductor equipment providers decreased by 9% year-on-year
ASIC market is getting bigger, and related listed companies in the US and Taiwan
650 Group estimates that the data center customized chip market will grow to $10 billion this year and double by 2025, while Needham analyst Charles Shi said that by 2023, broader customization ASIC market is worth approximately US$30 billion, accounting for approximately 5% of global annual chip sales.
Why software underperforming amid the AI craze?
Since 2024, the growth performance of semiconductor and hardware device stocks has exceeded that of software stocks by 30%. MongoDB, Workday, Adobe, Saifushi, Snowflake and other well-known software stocks have seen their stock prices crash repeatedly during this artificial intelligence trend.
AI PC is changing the PC supply chain and ecosystem
The artificial intelligence personal computer (AI PC) market will not explode immediately, because for artificial intelligence personal computers to be popularized, hardware, software and various application services must cooperate with each other for this to happen, otherwise it will be in vain.