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?
Tag: MRVL
Comparison of AI chips GPU and ASIC
GPU and ASIC, by 2028, the total market size of AI accelerators will reach US$380 billion, of which AI GPUs will dominate with a 75% share, and ASICs will account for only 25%.
What are silicon photonics? Why it’s important? and current progress
Silicon photonics technology is a technology that integrates optical components such as laser devices with silicon-based integrated circuits to achieve high-speed data transmission, longer transmission distances and low power consumption through light instead of electrical signals. Additionally, it provides lower latency.
Nvidia’s new business set to grow its share price
The importance of this article is: the Nvidia’s new business discussed in this article will determine the boundaries of Nvidia’s future market value growth! What kind of new records its stock price can continue to set depends entirely on these new businesses, not the existing old business areas.
How bad is Intel right now?
They believe that Intel’s current team structure is too bloated, leading to problems such as weakened employee motivation and low management efficiency. “At least 30,000 people should have been laid off a few years ago.”
How low-key Marvell makes money?
Marvell was the sixth largest professional semiconductor designer in the world by revenue at the end of 2023.
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.
How does the ubiquitous Arm make money?
Without Apple, there would be no Arm
Why nVidia failed to acquire ARM?
Why is no one happy to see nVidia acquisition of ARM? I mentioned the analysis of this company in section 3-3 of the book “The Rules of Super Growth Stocks Investing”.
Global semiconductor chip market in detail, big dominators and markets
Mastering the flow of products and market conditions is the fastest way to understand the industry. The semiconductor wafer industry is no different.