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: NVDA
AI Agent will be the next wave of software industry
AI Agent is a program that can perform long-term tasks with little need for human supervision during the execution of the task
Humanoid Robots current status and vendors
Humanoid robots will usher in explosive maturity in the next five to ten years. It is estimated that by 2035, it will create an output value of nearly US$26 billion.
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%.
Apple repurchase, Buffett sold most of Apple stake,Nvidia capital operation, Tesla, AI bubble, Willow quantum chip
Peter read my post of Apple repurchase two days ago, inspired to write me a letter, raised several great questions and his concerns, I wrap up the feedback to him as this post.
The reasons behind Broadcom share price consistantly outperformance
“99% of all internet traffic crosses through some type of Broadcom technology”, Broadcom said. The reason behind the long-term continued outperformance of Broadcom share price is that I vote for Broadcom CEO Hock E. Tan.
A series of Intel decisions led to where it is today
In Intel’s sixty years, the company has only had eight CEOs. But there are only two kinds of these eight: extremely good and terrible. The performance of these two types of Intel CEOs can be said to be very different: Intel decisions during their respective tenures resulted in the current miserable state of Intel we see.
Geoffrey Hinton, 2024 Nobel Physics winner, inadvertently helped Nvida transform to AI overlord
John J. Hopfield and Geoffrey Hinton laid the foundation for the machine learning revolution that began around 2010, leading to the explosive development of machine learning.
Arm and Qualcomm’s IP licensing lawsuit set to be settled
Because the intellectual property licensing lawsuit between Arm and Qualcomm involves too many aspects and has a great impact on the entire industry, industry insiders unanimously believe that the two parties will reach a settlement.
How does Onto make money? Advanced packaging beneficiary
Advanced chip manufacturing processes will make packaging and testing more and more difficult than previous mature processes. Onto provides yield improvement tools for HBM necessary for advanced packaging and artificial intelligence chips.