Latest news with #Ascend920
Yahoo
3 days ago
- Business
- Yahoo
China's first 6nm domestic GPU with purported RTX 4060-like performance has powered on
When you buy through links on our articles, Future and its syndication partners may earn a commission. Lisuan Technology, a Chinese graphics card startup, has announced via the company's official WeChat account that its forthcoming G100 graphics card has successfully powered on, marking a significant milestone in its deployment. The G100 purports to be China's first domestic 6nm graphics card. As China embarked on its journey towards technological independence, a wave of industry veterans joined the gold rush. Founded in 2021, Lisuan Technology is among the youngest startups in the graphics card sector, alongside Moore Threads (2020) and Biren (2019). Lisuan Technology has considerable backing, as it was reportedly established by industry veterans boasting more than 25 years of experience in Silicon Valley. The same can be said for Moore Threads, which was founded by Zhang Jianzhong, the former vice-president and general manager of Nvidia China. Little information is available regarding the G100, besides its use of Lisuan Technology's proprietary TrueGPU architecture. In contrast to some Chinese firms that license intellectual property (IP) from sources like Imagination, TrueGPU asserts that it is an in-house architecture developed from the ground up. Lisuan Technology previously stated that the G100 is created using a 6nm process node but did not reveal the manufacturer. Due to U.S. export restrictions, China cannot access the 6nm node, ruling out Samsung and TSMC as options. As a result, it is likely that the Chinese foundry SMIC is responsible for producing the silicon using its 6nm manufacturing process, which is also implemented for Huawei's latest Ascend 920 AI chip. With limited information, we can only rely on rumors regarding the specifications of G100. For example, it is claimed that the G100 provides performance similar to the GeForce RTX 4060. This claim generates significant skepticism, as the GeForce RTX 4060, despite being a last-generation product, is still regarded as one of the best graphics cards available; we have yet to see a Chinese-made graphics card rival it. Additionally, the G100 is rumored to feature ample memory and modest power consumption. The G100 reportedly supports popular APIs such as DirectX 12, Vulkan 1.3, OpenGL 4.6, and OpenGL 3.0, suggesting that G100 could be a decent gaming graphics card. Work on the G100 started in 2021, with Lisuan Technology originally aiming for a 2023 launch. However, financial difficulties obstructed these plans, and by 2024, the company neared bankruptcy. To support the struggling startup, Dongxin Semiconductor, its parent company, provided a substantial financial boost of $27.7 million, enabling continued development of the G100. Lisuan Technology has successfully obtained the first G100 chips from the foundry, and they are operational. The outcomes seem to meet the startup's expectations. As a result, the company has moved forward with software and hardware validation as well as driver optimization. Clearly, the G100 has considerable progress ahead before reaching the retail market. It is reportedly in the tape-out phase and is currently undergoing risk trial production. Completing a 6nm tape-out requires substantial time and investment, indicating that Lisuan Technology is at a pivotal point in G100's development. Lisuan Technology intends to deliver small quantities of G100 in the third quarter of this year. Nonetheless, given the timeline, mass production likely won't happen until 2026. Targeting the performance of the GeForce RTX 4060 isn't bad; however, the G100 needs to function as a reliable graphics card right from the start. It's unreasonable to expect Lisuan Technology's first attempt to compete with the likes of Nvidia, AMD, or even Intel. Creating a good graphics card from scratch demands considerable time and effort. Moore Threads has demonstrated that the software aspect is just as crucial as the hardware, given that new driver updates can significantly boost performance. We might see the first benchmarks for the G100 before the end of the year. Follow Tom's Hardware on Google News to get our up-to-date news, analysis, and reviews in your feeds. Make sure to click the Follow button.
Yahoo
26-05-2025
- Business
- Yahoo
AI Accelerator Chips Market Size to Hit USD 362.75 Billion by 2032, at 37.43% CAGR
AI Accelerator Chips Market growth is driven by surging demand for generative AI, edge computing, and energy-efficient chips, with innovations from leaders like Nvidia and Google. Austin, May 26, 2025 (GLOBE NEWSWIRE) -- AI Accelerator Chips Market Size & Growth Insights: According to the SNS Insider Report, 'The AI Accelerator Chips Market size was valued at 28.51 billion in 2024 and is projected to reach USD 362.75 billion by 2032, growing at a CAGR of 37.43% during 2025 to 2032.' Emergence of Semiconductor Lithography Drives the AI Accelerator Chips Market Growing adoption of AI across automotive, healthcare, and data centers, among others, is propelling the growth in the AI accelerator chips market. As with all computer technology things are moving forward, particularly in chip designs and fabrications, which means that performance is improving and power requirements are dropping. One of the key factors contributing to this market growth is the advancement of the semiconductor lithography sector that includes DUV lithography and SAOP lithography, through which it would be possible to produce chips of at least 5nm without the adoption of the extreme ultraviolet (EUV) process. This initiative contributes to the semiconductor industry's self-reliance by minimizing dependence on foreign technologies, while also forming a foundation of the country's industries. US AI accelerator chips market to expand at a CAGR of 34.11% from USD 8.56 billion in 2024 to USD 89.63 billion by 2032 Get a Sample Report of AI Accelerator Chips Market @ Leading Market Players with their Product Listed in this Report are: NVIDIA AMD Intel Google Qualcomm Graphcore Tesla Baidu Huawei Samsung AI Accelerator Chips Market Report Scope: Report Attributes Details Market Size in 2023 USD 28.51 Billion Market Size by 2032 USD 362.75 Billion CAGR CAGR of 37.43% From 2024 to 2032 Report Scope & Coverage Market Size, Segments Analysis, Competitive Landscape, Regional Analysis, DROC & SWOT Analysis, Forecast Outlook Key Segments • By Chip Type (GPU, ASIC, FPGA, CPU, Others)• By Processing Type (Edge, Cloud)• By Industry (Automotive, Consumer Electronics, Healthcare, Manufacturing, Others) Key Drivers • Enhancing Semiconductor Self-Sufficiency Through Advanced Lithography Drive AI Accelerator Chips Growth.• Enhancing Energy Efficiency in Generative AI Creates Growth Opportunities in the Future Chips. For example, SMIC's development of DUV lithography and SAOP has made it possible to produce more advanced chips such as Huawei's Ascend 920 AI accelerator, to overcome export restrictions and stay competitive. These are the types of breakthroughs that can beget resiliency and innovation, and continue to fuel the growth of the AI accelerator chip market while promoting semiconductor independence around the world, even in the face of changing geopolitical and regulatory landscapes. Purchase Single User PDF of AI Accelerator Chips Market Report (20% Discount) @ Key Industry Segmentation By Chip Type In 2024, GPUs led the AI accelerator chips market with a 35% revenue share, attributed to their flexibility and massive parallel processing power. The extensive adoption across a wide range of workloads from deep learning and generative AI to high performance computing and beyond drive CUDA GPUs as the platform of choice for developers and businesses striving for a scalable, high performance AI solution. The ASIC segment is expected to experience rapid growth, with a projected CAGR of 43.42% during the forecast period. The growth is driven by the explosive growth in demand for custom-built, power-efficient chips optimized for specific AI inference workloads, all while delivering better performance, lower latency and lower power consumption, relative to general purpose GPUs. By Processing Type In 2024, the cloud segment dominated the AI accelerator chips market, contributing around 75% of the revenue, as there is an increasing requirement of scalable and high performance computing infrastructure for generative AI and large language models. The role of cloud in accelerating AI adoption in different domains is increasingly critical. The edge segment is rapidly expanding, with a forecasted CAGR of 42.26% from 2025 to 2032. This rise is motivated by greater needs for on-device AI processing with low latency in industries such as automotive, healthcare and consumer electronics for enabling on-the-edge decision-making, which do not rely on cloud connectivity. By Industry In 2024, the consumer electronics segment held about 34% of the AI accelerator chips market share, and is a significant contributor in the market as AI has been integrated into smartphones, smart home devices, wearables, and AR/VR systems, where real-time processing, personalization, and power efficiency are essential to improve user experience. The automotive segment is expected to be the fastest-growing market from 2025 to 2032, with a strong CAGR of 42.61%, on account of the increasing use of AI in level 2/3 autonomous driving, advanced driver-assistance systems (ADAS), and in-vehicle infotainment that demand robust real-time processing. Regional Overview of the AI Accelerator Chips Market in North America, Asia Pacific, Europe, Latin America, and MEA In 2024, North America dominated the AI accelerator chips market with a 44% share, share at an entire level and many investments made across the AI infrastructure development, early adoption of technology, and existence of large tech players in the region Asia Pacific is poised for rapid growth between 2025 and 2032, with a projected CAGR of 39.58%, owing to developments in the field of AI, increasing number of AI start-ups, and growing interest in AI solutions across sectors; within Asia Pacific, China is expected to register the highest growth due to its massive investments in AI infrastructure. Europe is experiencing moderate growth, fueled by the likes of Germany and the UK, but money is going into AI in automotive, manufacturing and healthcare – with cost and infrastructure high up on the challenges still facing Europe. Latin America and the Middle East & Africa show steady but slower growth, due to weaker tech infrastructure and lower volumes investments, while demand for energy, healthcare and infrastructure is rising. Do you have any specific queries or need any customized research on AI Accelerator Chips Market? Submit your inquiry here @ Recent developments In May 2025, Intel launched their Arc Pro GPUs and Gaudi 3 AI accelerators at Computex 2025 with a focus on the AI creators with scale out multi-GPU support and enterprise grade AI inference hardware. In April 2025, Google unveiled its seventh-generation TPU, Ironwood, at Cloud Next 2025, tailored for AI inference with up to 4,614 TFLOPs of capacity and 192GB RAM per chip. The chip with improved Sparse Core technology will be used in Google Cloud's AI Hyper computer later this year. Table of Contents - Major Key Points 1. Introduction 2. Executive Summary 3. Research Methodology 4. Market Dynamics Impact Analysis 5. Statistical Insights and Trends Reporting 5.1 Rising integration in autonomous vehicles and robotics 5.2 Edge AI adoption growth vs. centralized cloud computing 5.3 Integration Rates 5.4 Latency & Throughput Trends 6. Competitive Landscape 7. AI Accelerator Chips Market, by Chip Type 8. AI Accelerator Chips Market, by Processing Type 9. AI Accelerator Chips Market, by Industry 10. Regional Analysis 11. Company Profiles 12. Use Cases and Best Practices 13. Conclusion About Us: SNS Insider is one of the leading market research and consulting agencies that dominates the market research industry globally. Our company's aim is to give clients the knowledge they require in order to function in changing circumstances. In order to give you current, accurate market data, consumer insights, and opinions so that you can make decisions with confidence, we employ a variety of techniques, including surveys, video talks, and focus groups around the world. Read Other Related Reports: North America Leads Accelerator Card Market with 46% Share in 2023, Driven by R&D Investments and Demand for HPC & Cloud Advancements Asia-Pacific Leads Global AI Chip Market with 33% Share in 2023, Driven by Surging Demand Across Key Sectors and Nations Like India, China, and Japan Edge AI Hardware Market Sees APAC Surge as AI, Robotics, and IoT Transform Healthcare and Industrial Sectors U.S. Edge AI Chips Market Set to Surge from $6.42B in 2024 to $54.73B by 2032, Driven by Soaring Demand for On-Device Intelligence AI-Powered Video Surveillance Market in the U.S. Expected to Reach $1.03 Billion, Driven by 24.5% CAGR Growth CONTACT: Contact Us: Jagney Dave - Vice President of Client Engagement Phone: +1-315 636 4242 | +44- 20 3290 5010 (UK)
Yahoo
13-05-2025
- Business
- Yahoo
Nvidia shareholders shouldn't worry about China news, says analyst
This week began with a major announcement from one of China's most prominent tech leaders. Huawei revealed plans that could severely compromise Nvidia's () position as the market's dominant chipmaker. Since the launch of ChatGPT kicked off the current AI revolution in November 2022, Nvidia has enjoyed the position as the field's undisputed leader. Its highly priced graphics processing units (GPUs) have helped power many tech companies' AI innovations, becoming a bedrock of the industry. 💵💰Don't miss the move: Subscribe to TheStreet's free daily newsletter 💰💵 Even as other companies have scrambled to build their own in-house chips and lessen their dependence on Nvidia, the chipmaker has enjoyed mostly stable growth until 2025. Now, as geopolitical tensions threaten U.S.-China trade relations, Huawei is making a move that could threaten Nvidia's share of a booming tech market. However, one analyst recently made the case for why investors shouldn't worry about NVDA stock, even if Huawei's chip progress continues. For years, as Nvidia has surged to the top of the red-hot AI market, experts have wondered if its growth can last and for how long it can maintain its sizable market share. Ultimately, most stocks garnering that type of momentum reach their peak and end up trading at a more sustainable January 2025, Nvidia faced its first major challenge when Chinese AI startup DeepSeek released a large language model (LLM) built on less advanced chips, triggering a massive selloff for NVDA and its peers as experts speculated that a shift could be coming. Now Huawei is getting to start testing the Ascend 920, a chip it believes can be more powerful than the Nvidia H100, a popular GPU used by companies such as Tesla and Meta. NVDA stock initially fell on news of this development and is having a hard time recovering. 'The Ascend 920, using SMIC's 6-nanometer technology, would be the successor to Huawei's 910C and 910D,' reports TheStreet's Todd Campbell. 'The 910 series is historically built on 7-nanometer technology. The 920 may offer performance that rivals Nvidia's H20, while the 910C and 910D rival Nvidia's popular H100 chip performance.' This may seem like bad news for Nvidia, as the company could be about to have a new competitor with a clear advantage in the Chinese market. But Richard Windsor, founder of market research firm Radio Free Mobile, recently stated that any panic over the Huawei news may be overblown. In a note published on April 28, Windsor laid out exactly why he believes Nvidia won't be severely impacted, even if Huawei can produce AI chips that appeal to domestic buyers in the Chinese market. 'While this is not going to hurt the prospects for Chinese AI in China, it is the rest of the world that will determine whether U.S. attempts to isolate China are successful,' he states. 'Here, I see a substantial disadvantage for Chinese AI when trying to win hearts and minds outside of China, as it will be both more expensive and come with the usual strings attached.' More Nvidia News:Quantum computing leader has blunt, 9-word take on Nvidia stockFor that reason, he doesn't see a future in which Nvidia and Huawei are competing directly outside of China. This leads him to conclude that any concern among investors over the former losing a substantial part of its market share is likely overblown. Huawei's new AI chip is slated for release later in 2025, and when it makes its debut, NVDA stock could easily dip on the news. However, Huawei has released other Ascend chips in previous years, and Nvidia hasn't been severely that reason, Windsor believes that Nvidia can recover from its current state and continue to thrive in the current AI market, even as it becomes increasingly crowded. No chipmaker has been able to dethrone it so far, and Nvidia is as focused as ever on expanding into areas such as robotics and supercomputer manufacturing. 'The only real threat that I see to Nvidia here is in China, where the state's control over the private sector may ensure a switch away from Nvidia's CUDA, with developers learning how to use Huawei's development platforms instead,' Windsor states. Compute Unified Device Architecture (CUDA) refers to a parallel computing platform created by Nvidia that lets developers accelerate their general-purpose computing by harnessing GPUs. The analyst notes that such a scenario could impact Nvidia, as China accounts for a significant portion of its revenue. But, he adds, "What Nvidia loses from one hand it may gain with the other,' as China isn't likely to rival it in international in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Miami Herald
30-04-2025
- Business
- Miami Herald
Nvidia shareholders shouldn't worry about China news, says analyst
This week began with a major announcement from one of China's most prominent tech leaders. Huawei revealed plans that could severely compromise Nvidia's (NVDA) position as the market's dominant chipmaker. Since the launch of ChatGPT kicked off the current AI revolution in November 2022, Nvidia has enjoyed the position as the field's undisputed leader. Its highly priced graphics processing units (GPUs) have helped power many tech companies' AI innovations, becoming a bedrock of the industry. Don't miss the move: Subscribe to TheStreet's free daily newsletter Even as other companies have scrambled to build their own in-house chips and lessen their dependence on Nvidia, the chipmaker has enjoyed mostly stable growth until 2025. Now, as geopolitical tensions threaten U.S.-China trade relations, Huawei is making a move that could threaten Nvidia's share of a booming tech market. However, one analyst recently made the case for why investors shouldn't worry about NVDA stock, even if Huawei's chip progress continues. For years, as Nvidia has surged to the top of the red-hot AI market, experts have wondered if its growth can last and for how long it can maintain its sizable market share. Ultimately, most stocks garnering that type of momentum reach their peak and end up trading at a more sustainable level. Related: Nvidia could see an unexpected benefit from the trade war In January 2025, Nvidia faced its first major challenge when Chinese AI startup DeepSeek released a large language model (LLM) built on less advanced chips, triggering a massive selloff for NVDA and its peers as experts speculated that a shift could be coming. Now Huawei is getting to start testing the Ascend 920, a chip it believes can be more powerful than the Nvidia H100, a popular GPU used by companies such as Tesla and Meta. NVDA stock initially fell on news of this development and is having a hard time recovering. This may seem like bad news for Nvidia, as the company could be about to have a new competitor with a clear advantage in the Chinese market. But Richard Windsor, founder of market research firm Radio Free Mobile, recently stated that any panic over the Huawei news may be overblown. In a note published on April 28, Windsor laid out exactly why he believes Nvidia won't be severely impacted, even if Huawei can produce AI chips that appeal to domestic buyers in the Chinese market. "While this is not going to hurt the prospects for Chinese AI in China, it is the rest of the world that will determine whether U.S. attempts to isolate China are successful," he states. "Here, I see a substantial disadvantage for Chinese AI when trying to win hearts and minds outside of China, as it will be both more expensive and come with the usual strings attached." More Nvidia News: Jensen Huang shocks the world with Nvidia Quantum Day surpriseQuantum computing leader has blunt, 9-word take on Nvidia stockAmazon directly targets Nvidia with bold new strategy For that reason, he doesn't see a future in which Nvidia and Huawei are competing directly outside of China. This leads him to conclude that any concern among investors over the former losing a substantial part of its market share is likely overblown. Huawei's new AI chip is slated for release later in 2025, and when it makes its debut, NVDA stock could easily dip on the news. However, Huawei has released other Ascend chips in previous years, and Nvidia hasn't been severely compromised. Related: Will Nvidia get hit hard by AI capex risk? For that reason, Windsor believes that Nvidia can recover from its current state and continue to thrive in the current AI market, even as it becomes increasingly crowded. No chipmaker has been able to dethrone it so far, and Nvidia is as focused as ever on expanding into areas such as robotics and supercomputer manufacturing. "The only real threat that I see to Nvidia here is in China, where the state's control over the private sector may ensure a switch away from Nvidia's CUDA, with developers learning how to use Huawei's development platforms instead," Windsor states. Compute Unified Device Architecture (CUDA) refers to a parallel computing platform created by Nvidia that lets developers accelerate their general-purpose computing by harnessing GPUs. The analyst notes that such a scenario could impact Nvidia, as China accounts for a significant portion of its revenue. But, he adds, "What Nvidia loses from one hand it may gain with the other," as China isn't likely to rival it in international markets. Related: Veteran fund manager who forecast S&P 500 crash unveils surprising update The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.
Time of India
30-04-2025
- Business
- Time of India
Nvidia shares slump 20% in 2025; here's what's troubling Jensen Huang and why the stock is falling
Nvidia has been one of the brightest stars in the artificial intelligence boom because of the wave of demand sparked by the success of OpenAI's ChatGPT in 2022. But in 2025, the tide has started to turn. #Pahalgam Terrorist Attack PM Modi-led 'Super Cabinet' reviews J&K security arrangements Pakistan's General Asim Munir is itching for a fight. Are his soldiers willing? India planning to launch military strike against Pakistan within 24 to 36 hours, claims Pak minister From AI Superstar to Market Struggler The stock of the chipmaker has declined about 20% this year, following a sharp 171% rise in 2024, as per a report. Behind the sudden change of fortune is a lengthening list of problems, most significantly in China, which was once one of Nvidia's most profitable markets, as per The Street. CEO Jensen Huang is now confronted with a combination of geopolitical, competitive, and financial headwinds that are beginning to bear down on the company. Nvidia, the market-leading provider of graphics processing units (GPUs) to drive AI research and applications, has been among the largest beneficiaries of worldwide AI spending, according to the report. As companies revamped infrastructure to accommodate AI tools, Nvidia's revenue skyrocketed, as per The Street. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Addis Ababa: AI guru Andrew Ng recommends: Read These 5 Books And Turn Your Life Aroun... Blinkist: Andrew Ng's Reading List Undo But the firm's hold on the Chinese market is weakening. A sequence of progressively tighter US export controls, intended to restrict China's access to cutting-edge AI technology, has strangled Nvidia's capacity to sell Nvidia's top AI chips in the country, reported The Street. Huang recently acknowledged that sales are "about half of what it was before the export control," quoted The Street. Live Events Tariff Tensions Make It Worse But the condition worsened last month when the Trump administration tightened export controls, shutting down the exports of Nvidia's H20 chip, which is specially designed for China, as per the report. The action caught investors off guard when Nvidia reported a $5.5 billion write-down in the first quarter due to the remaining H20 inventory, according to The Street. This came at a time when US president Donald Trump's tariffs war with China has increased and the US has imposed 145% tariffs on Chinese products, in response China increased its own tariffs to 125%, as per the report Huawei Steps In With a Local Alternative in China Compounding Nvidia's woes is a head-on challenge from an emerging rival. Nvidia's Chinese competitor, Huawei, has announced a new AI chip to challenge Nvidia's dominance, reported The Street. Its soon-to-be-released Ascend 920 chip, which is built on SMIC's 6-nanometer technology, is placed as an alternative to Nvidia's H20, as per the report. While its current 910C and 910D chips already keep up with Nvidia's popular H100 GPU, reported The Street. Testing on Huawei's 910D will begin in May, and production of the 910C is expected to ramp up later this year, as per the Wall Street Journal. Chinese tech leaders like ByteDance, Alibaba, and Tencent are lining up to tap into these domestically produced alternatives, potentially filling the void left by Nvidia, according to the report. FAQs Why is Nvidia's stock down in 2025? A combination of export restrictions, loss of China sales, and rising competition from Huawei. Why can't Nvidia sell its H20 chips? New US export restrictions shut down those exports to China.
