Complexity, uncertainty, and lots of moving pieces will challenge the semiconductor industry for years to come.

As AI continues transforming the technology landscape, understanding where and why value is created across the stack will ...

When it comes to designing semiconductor chips used to power artificial intelligence (AI) workloads, two companies stand head and shoulders above the rest: Nvidia (NASDAQ: NVDA) and Broadcom ...

Nvidia and Broadcom have become two of the most important players in the AI chip space. Nvidia has become the clear market leader in the GPU space. However, Broadcom's custom AI chips have been ...

Huawei’s new AI chip, the 910C GPU, is shipping to Chinese customers as early as next month, according to reports. The chip fills a gap in the market for China’s booming AI industry ...

Banning Nvidia chips won't halt China's AI progress, analysts say. Chinese firms are reducing reliance on Nvidia, finding alternatives like Huawei. Banning H20 chip exports would 'make no sense ...

TL;DR: Huawei's new Ascend 920 AI chip, built on SMIC's 6nm process, delivers 900 TFLOPs and 4TB/sec memory bandwidth, outperforming its predecessor and rival NVIDIA's restricted H20 GPU.

During its Cloud Next conference this week, Google unveiled the latest generation of its TPU AI accelerator chip. The new chip, called Ironwood, is Google’s seventh-generation TPU and is the ...

TL;DR: Huawei's CloudMatrix 384 AI cluster, powered by 384 Ascend 910C chips, delivers nearly double the BF16 performance and significantly more HBM memory than NVIDIA's GB200 NVL72 AI server.