The Current Landscape and Strategic Direction of the Global AI Chip Industry The global AI semiconductor market in 2025 remains on fire. NVIDIA’s CEO recently reaffirmed that “AI compute demand has surged sharply over the past six months.” As models evolve from simple text generation to reasoning-based architectures, both computation and memory intensity have exploded.  … Continue reading AI Semiconductors at a Turning Point: ASIC and HBM Redefine Performance