Chip Wars Heat Up as Tech Giants Battle for AI Supremacy

Intel aims to catch up to Nvidia and TSMC in AI chips through new Gaudi 3 accelerators and leading open source software and networking consortiums.

Micron provides essential high-bandwidth memory (HBM) for AI training supercomputers, benefiting no matter which company wins the accelerator chip wars.

Broadcom designs custom AI chips for major tech giants like Google, Meta, and others, with 35% of its 2024 semi revenues from AI.

Multiple tech giants like Google, Meta, and Intel are trying to design their own AI chips to compete with or reduce reliance on Nvidia.

AI chip demand is surging, creating opportunities in accelerator chips from Nvidia/others and related semiconductors from Micron, Broadcom, etc.