$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Broadcom(AVGO)$
By 2025, AI inference demand will account for over 70% of the total computing demand for general artificial intelligence, even several times higher than training demand, which will reshape the ASIC and GPU market landscape. Broadcom ASIC has made a name for itself in the inference market, competing and collaborating with Nvidia GPU. Both parties have conducted in-depth research in their respective fields, promoting the global promotion of AI technology and injecting vitality into the industry.
The complex situation of the chip stock market
（1） The sharp decline of Meiweier Technology
Although selected as the "preferred chip stock list" for the US stock market in 2025, Maiweier's stock price experienced a sharp drop of over 10% during trading due to its previous record high accumulation of profits, declining performance, industry volatility, and executive selling, highlighting the uncertainty of the chip stock market.
（2） Broadcom's hidden worries and opportunities
After the stock price soared, Broadcom needs to support its high valuation with high-speed growth. At the same time, its non AI business is weak, and the market remains cautious. Although the prospects are bright, it still faces challenges and needs to break through development bottlenecks in opportunities.
（3） NVIDIA's advantages and challenges
Citigroup is optimistic about Nvidia's GPU business and expects to maintain a 75% market share in the AI accelerator market by 2028 with its CUDA programming advantage. Although there are concerns about customized ASIC competition, its supply chain advantage makes it expected to grow strongly in 2025 and consolidate its position in the competition.
（4） ASIC market boom
ASIC The market is booming, expected to reach a scale of 30 billion US dollars by 2027. TSMC and SMIC are fiercely competitive, and SMIC's 3nm project may become a catalyst for stock price growth. Technological development and competition are evident.
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