The AI chip sector is on a blistering growth trajectory, expected to swell to nearly $92 billion by 2025, with a compound annual growth rate (CAGR) approaching 29% from the previous year. In 2024, NVIDIA held an estimated 80% share of the AI accelerator segment, while AMD and Intel each occupied roughly 8–9%, leaving the remaining 3% to specialized entrants like Google’s TPUs and AWS’s Trainium, as well as nascent startups.
In an era where smart terminals and smart cars are advancing in parallel, the design and manufacturing of chips, as the core “brain”, follow completely different logics. Automotive-grade chips and consumer-grade chips, one protects life safety, the other drives digital life, and the two show profound differences in “survival rules” in terms of technical indicators, manufacturing standards, and market structure.
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