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Why Have ABF Substrates Become the Bottleneck in the AI GPU Supply Chain? The Shortfall Could Reach 42% by 2028

Why Have ABF Substrates Become the Bottleneck in the AI GPU Supply Chain? The Shortfall Could Reach 42% by 2028

ABF substrate supply is projected to face a 42% shortage by 2028, with Unimicron, Ibiden, and Nan Ya PCB ramping up expansion efforts in a competitive race. AI-driven computing power is reshaping the landscape for advanced packaging substrates, raising the question: who will secure a strategic position in the core segment of semiconductor materials?

Blog Team06/12/2026

How Bottlenecks Shift in 100K GPU Clusters: Optical Interconnects as Core Infrastructure

How Bottlenecks Shift in 100K GPU Clusters: Optical Interconnects as Core Infrastructure

As AI training scales up to clusters with hundreds of thousands of GPUs, the growth in GPU computing power is far outpacing network bandwidth. Optical interconnects have emerged as the critical breakthrough to overcome the compute efficiency bottleneck.

Blog Team06/10/2026

Broadcom AI Chip Analysis: AVGO Sell-Off After Earnings Beat — ASIC vs GPU Repricing and NVDA/MRVL Competition

Broadcom AI Chip Analysis: AVGO Sell-Off After Earnings Beat — ASIC vs GPU Repricing and NVDA/MRVL Competition

A Comprehensive Analysis of Broadcom’s Q2 Earnings, Market Reaction to Underwhelming AI Chip Guidance, Core Differentiators Between Its GPU and ASIC Strategies Versus NVDA/MRVL, and the Data-Driven Logic Behind Capital Rotation Between Crypto and AI Sectors

Blog Team06/08/2026

The Age of AI Custom Chips: Can MRVL Become the Next Trillion-Dollar Company Amid the ASIC vs. GPU Co-Evolution?

The Age of AI Custom Chips: Can MRVL Become the Next Trillion-Dollar Company Amid the ASIC vs. GPU Co-Evolution?

In-depth Analysis: Why AI-Specific ASICs Are Becoming the New Choice for Tech Giants Over GPUs—Is MRVL a Challenger or a Collaborator?

Blog Team06/08/2026

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AI Sector Divergence After Broadcom's Earnings: The Custom ASIC vs. GPU Business Model Battle and Valuation Reset

AI Sector Divergence After Broadcom's Earnings: The Custom ASIC vs. GPU Business Model Battle and Valuation Reset

This article analyzes the business model differences between custom ASICs and general-purpose GPUs, and decodes AVGOs valuation compression logic along with the risk of Googles internalization.

Blog Team06/05/2026

IO continues to advance the commercialization of AI computing power—Has the DePIN narrative entered a phase of genuine demand?

IO continues to advance the commercialization of AI computing power—Has the DePIN narrative entered a phase of genuine demand?

As AI scales rapidly, GPU demand is surging. Recent case studies from IO (io.net) show that decentralized GPU networks are evolving from a DePIN concept into infrastructure with real commercial use cases.

Intel and Nvidia’s AI Inference Rivalry Intensifies: Can Crescent Island Xe3P Reshape the Data Center Landscape?

Intel and Nvidia’s AI Inference Rivalry Intensifies: Can Crescent Island Xe3P Reshape the Data Center Landscape?

Intel unveiled its Crescent Island AI inference GPU at Computex 2026, featuring the Xe3P architecture and up to 480GB of LPDDR5X memory, paired with a 350W air-cooled design. This article examines its technical positioning, cost rationale, and the competitive landscape between Intel and NVIDIA.

Blog Team06/03/2026

IO Price Continues to Rebound—Can Decentralized GPU Networks Become the New Infrastructure for the AI Era?

IO Price Continues to Rebound—Can Decentralized GPU Networks Become the New Infrastructure for the AI Era?

IO has rebounded sharply over the past two months, gaining nearly 200% from its lows. As AI inference demand rises and GPU supply remains constrained, io.net’s growing list of commercial use cases is drawing renewed attention to decentralized compute networks and the broader AI infrastructure sector.

Blog Team06/03/2026

DePIN GPU Deep Dive: Which Has Greater Long-Term Growth Potential—AKT, RNDR, IO, or FIL?

DePIN GPU Deep Dive: Which Has Greater Long-Term Growth Potential—AKT, RNDR, IO, or FIL?

A Deep Dive into the Positioning and Differences of Akash, Render, io.net, and Filecoin in the Age of AI Computing Power

Blog Team05/29/2026