Скачать или смотреть The 2025 Semiconductor GPU Gold Rush - Recommended Podcast

We explain the driving forces behind the current semiconductor “gold rush,” particularly focusing on AI-specific chips like GPUs. They highlight the immense value of modern AI processors for complex workloads and detail the significant bottlenecks hindering supply, from specialized manufacturing equipment like ASML's EUV machines and the challenges of producing at cutting-edge nodes like 2nm, to constraints in advanced packaging. We also illuminate how geopolitical factors such as U.S. export controls, China's domestic initiatives, and the CHIPS Act are reshaping global chip flows, while explaining why leading companies like Nvidia still rely on Taiwanese manufacturing. Finally, we explore investment trends in the sector, the environmental and human costs of this rapid expansion, and the potential impact of emerging alternative chip architectures beyond traditional GPUs.

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