Nvidia is preparing for the post-GPU AI era as it is reportedly recruits ASIC engineers to fend off competition from Broadcom and Marvell
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Nvidia recruits 1,000 engineers in Taiwan to strengthen ASIC expertise. When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. Nvidia, already a leader in AI and GPU technologies, is moving into the Application-Specific Integrated Circuit (ASIC) market to address growing competition and shifting trends in AI semiconductor design.
The global rise of generative AI and large language models (LLMs) has significantly increased the demand for GPUs, and Nvidia CEO Jensen Huang confirmed in 2024 the company will recruit 1000 engineers in Taiwan. Now, as reported by Taiwan's Commercial Times (originally published in Chinese), the company has now established a new ASIC department and is actively recruiting talent.
Nvidia’s H series GPUs optimized for AI learning tasks have been widely adopted for training AI models. However, the AI semiconductor market is undergoing a shift toward inference chips, or ASICs. This surge is driven by the demand for chips optimized for real-world AI applications, such as large language models and generative AI. Unlike GPUs, ASICs offer superior efficiency for inference tasks, as well as cryptocurrency mining.
According to Verified Market Research, the inference AI chip market is projected to rise from a 2023 valuation of $15.8 billion to $90.6 billion by 2030. Major tech players including Google have already embraced custom ASIC designs in its AI chip "Trillium", made generally available in December 2024.