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"The next NVIDIA" is emerging, A-shares tapping into ASIC must be booming, is there a new narrative for AI Chip?
① Broadcom's performance has surged, and Morgan Stanley estimates that the AI ASIC market size will increase from 12 billion dollars in 2024 to 30 billion dollars by 2027; ② Compared to general GPUs, ASICs have advantages in terms of energy consumption and cost; ③ Most AI ASIC-related stocks in the A-share market have different business directions from Broadcom, and the segments driven by AI ASIC, such as optical modules and Switches, are receiving considerable attention.
Apple and Nvidia Partner to Enable Faster LLM Token Generation
Qualcomm VS Arm progress bar update: Qualcomm CEO appears in court to accuse Arm of disrupting the chip market order.
Two Technology companies are undergoing a week-long jury trial in Delaware; the federal court is expected to deliver closing arguments on Thursday.
Microsoft Buys Nearly 500,000 Nvidia Flagship Chips in 2024