The Ether Coin Is Exclusive To The Mining Chip! Amd/nvidia Is Not Good

The heat of AMD mining and Nvidia's GPU is selling rapidly, and the market is in short supply. But a good day is coming to an end. Foreign capital said Bitmain, a land factory, has developed a chip for the mining of Ethernet, which is more efficient than GPU and will take a large number of orders.
CNBC, Barron s reported that Susquehanna Financial's Christopher Rolland 26 Daily reported that they visited Asia last week to confirm that bit continent has developed "special application integrated circuit" (ASIC) chips that are used to excavate the ether and forecast shipments in the second quarter of this year. Bit mainland is probably the first to launch ASIC, and at least three manufacturers are developing ASIC.
Bitcoin developed by the bitcoin ASIC chip, mining efficiency far better than GPU, ASIC has long been the mainstream of bitcoin mining. Before that, there was no exclusive ASIC chip in the ether currency, and miners could only use GPU to mine. Now the situation changes, the ASIC chip will be sold, Rolland expects GPU to buy gas will be affected, mining accounts for 20% of the AMD revenue, accounting for 10% of the revenue of Nvidia.
GPU not only needs to be carved up, but also the demand for AI. Rolland found that the industry is developing a super large scale AI ASIC chip, similar to Google's TPU2, which was put into production in the second quarter of this year, and in the second half of the year, the total production of TVC could weaken the AI GPU purchase of the data center.
He cut down AMD rating, from neutral to negative, and the target price was cut from $13 to $7.5. However, the demand for Nvidia video games is strong, with less impact, and maintaining the neutral rating of Nvidia. The target price has dropped from 215 US dollars to 200 US dollars.
Harvest XQ global winner system quotation shows that 26 days AMD fell 1.79% to close at $10.44. Nvidia rose 4.94% to $244.48.