花旗：GPUvsAI ASIC-不只是芯片设计，互操作性和系统集成是关键

V i e w p o i n t | 02 Jul 2025 10:54:37 ET │ 33 pages Taiwan Semiconductors GPU vs AI ASIC- More Than Just Chip Design - Interoperability and System Integration are Key CITI'S TAKE We see major CSPs turning more aggressive on ASIC systems to achieve cost efficiency and differentiation. Yet, success would depend on several factors than just building a chip: 1) interconnect and packaging - must be able to support scalability; 2) software stacks - must be CUDA-competitive to drive adaptation; 3) system integr ...