Exploring Weak Signals: Broadcom’s Perspective on AI Training ASICs
Exploring Weak Signals: Broadcom’s Perspective on AI Training ASICs In the rapidly evolving AI hardware space, discussions often center around the competition between different chip architectures, particularly GPUs and ASICs (Application-Specific Integrated Circuits). While NVIDIA’s GPU has traditionally dominated AI training, ASICs have generally been seen as more
The Rise of the AI Industrial Complex: How America is Quietly Building Its Sovereign AI Semiconductor Ecosystem
The Rise of the AI Industrial Complex: How America is Quietly Building Its Sovereign AI Semiconductor Ecosystem Why is the U.S. investing heavily in semiconductors? Is TSMC’s Arizona expansion merely a response to political pressure? In reality, U.S. semiconductor policy is focused on building a sovereign AI manufacturing
How Taiwan’s supply chain reshapes the global laptop manufacturing landscape
How Taiwan’s supply chain reshapes the global laptop manufacturing landscape Amid the U.S.-China trade war, global supply chain restructuring, and tightening environmental and social responsibility regulations, Taiwanese laptop ODMs have steadily shifted production from China to Vietnam, Thailand, and other countries—driving a structural shift in the global supply
Q1 2025 semiconductor market decline: Seasonal adjustment or sign of technical recession?
Q1 2025 semiconductor market decline: Seasonal adjustment or sign of technical recession? Major semiconductor companies generally expect revenue to decline, with an average drop of approximately 9%, significantly exceeding the historical average of 5%. To determine whether this is a temporary adjustment or a sign of a deeper
The graphics card market enters a golden era: AI and gaming demand driving growth
The graphics card market enters a golden era: AI and gaming demand driving growth This year, the graphics card market is experiencing a rare opportunity, especially after the mining boom, with market dynamics becoming increasingly attractive. Key drivers include the upgrade to NVIDIA’s RTX 50 series, a surge
AI chip market evolution: Cloud vs. edge in training and inference Part 2: Edge training, inference, and market trends
AI chip market evolution: Cloud vs. edge in training and inference Part 2: Edge training, inference, and market trends 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
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