Chipmakers Race to Power AI Boom
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Micron Technology is a leading memory hardware provider that benefits from the AI boom in high-performance computing. Its high-bandwidth memory products make it a top choice for supercomputers.
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Intel aims to catch up to Nvidia and TSMC in AI hardware and foundry services. Its new Gaudi 3 chips show promise for AI acceleration.
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Broadcom is the top custom AI chip designer for big tech companies like Google, Meta, and others. Over 35% of its semiconductor sales will soon be from AI.
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Nvidia GPUs remain the top AI accelerators, but many companies are trying to design their own to save money, aided by Broadcom.
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AI chip demand is surging, so companies like Micron and Broadcom stand to benefit even if there are multiple winners in accelerator hardware.