AI chip market evolution: Cloud vs. edge in training and inference Part 1: Cloud training and inference
AI chip market evolution: Cloud vs. edge in training and inference Part 1: Cloud training and inference The AI chip market is undergoing significant transformations, which can be understood through two key dimensions: deployment environments (cloud vs. edge) and market segments (training vs. inference). Cloud-based training currently dominates
The transformation of the semiconductor industry under the ‘America First’ policy
The transformation of the semiconductor industry under the ‘America First’ policy. In the global semiconductor industry’s development, the implementation of the U.S. “America First” policy has led governments to increase support for their local semiconductor industries. As a result, the global semiconductor industry is entering an era of
The impact of U.S. tariffs on the high-tech industry and TSMC’s potential response
The impact of U.S. tariffs on the high-tech industry and TSMC’s potential response The Trump administration’s tariff threats against TSMC and Taiwan’s semiconductor industry reflect the U.S. strategic goal to reduce its reliance on foreign-made chips. However, the global semiconductor supply chain is complex, and U.S. companies depend