Group 1 - The article expresses optimism about Google's new model and TPU7, indicating a positive outlook for ASIC manufacturers like TSMC and Zhongji [2][4] - Microsoft is expected to join the ASIC market soon, which could impact competition in the industry [2] - There is an expectation of over one million ASICs being produced next year, suggesting significant growth in this sector [3] Group 2 - The previous company mentioned, Marvell, is anticipated to be replaced in the market, indicating a shift in industry dynamics [3]