All articles tagged with #asic
Nvidia remains the AI infrastructure leader, but its stock is highly valued and competition is rising. The article argues two other AI-chip players—Broadcom, a leading ASIC provider for energy-efficient AI inference, and AMD, which has secured large inference deals with Oracle and OpenAI and benefits from CUDA-like compatibility—could see bigger upside in the coming years, potentially outperforming Nvidia.
Four Australian banks will refund a total of A$28 million to low-income customers after a review by the Australian Securities and Investments Commission (ASIC) found they were kept in high-fee accounts despite being eligible for cheaper options. The banks, including ANZ, Commonwealth Bank of Australia, Bendigo and Adelaide Bank, and Westpac, have started migrating customers to low-fee accounts, resulting in significant future savings.
AST SpaceMobile collaborates with TSMC to enter the tape-out phase for its AST5000 ASIC, a key component of its BlueBird Block 2 program, aiming to improve processing bandwidth on each satellite and enable space-based cellular broadband services. The company has achieved 3 Bits/Hertz using BlueWalker 3 and plans to support up to 10,000 MHz of processing bandwidth per satellite in the future. With strategic investments from AT&T, Google, and Vodafone, as well as agreements with over 40 mobile network operators globally, AST SpaceMobile is advancing its mission to provide global cellular broadband network in space, accessible directly by standard mobile devices.
Intel has discontinued its Blockscale 100 ASIC, its first Bitcoin-mining chip, less than a year after its release, without announcing a successor. The company has also dodged questions about whether it will exit the Bitcoin ASIC business, saying only that it continues to monitor market opportunities. The larger crypto winter and the rise of AI as a hot new investment may have contributed to Intel's decision, as well as the departure of Raja Koduri, the graphics architect who led the crypto chip initiative.
Intel has announced that it is discontinuing its bitcoin mining chip series, the Blockscale 1000 Series ASIC, as it prioritizes investments in IDM 2.0. The last product will be shipped no later than April 20, 2024, and no orders will be taken after Oct. 20. Intel's chips could have broken the duopoly in the market dominated by Bitmain and MicroBT. The company continues to "monitor market opportunities," the spokesperson said, when asked whether Intel might come up with a new project.