TSMC is well aware of the growing rivalry between GPU customers and ASICs, but the firm apparently doesn't worry much, as chip orders from both sides come directly to the Taiwan giant. TSMC Has Managed to Play 'From Both Sides' of the NVIDIA vs ASIC Competition, Being an Important Part of the Supply Chain The AI industry is experiencing growing compute demands every day, and firms like NVIDIA and AMD are struggling to keep up with the requirements from Big Tech, at least for now. At the same time, companies like Amazon, Google, and OpenAI are pursuing custom AI silicon […]
Intel has decided to tap into the ASIC and design business as its next major venture, and according to the latest comments by CEO Lip-Bu Tan, the effort will play a crucial role in the firm's operations. Intel's ASIC Business Could Turn The Firm's Foundry Into a 'Complete Package', Making it a Compelling Option For Big Tech For those unaware, Intel had recently announced the creation of the Central Engineering Group (CEG) to consolidate all the engineering talent within the firm into a single division. And this would give "more power to the engineers" onboard. The department is headed by […]