맞춤형 AI 반도체 설계에서 브로드컴의 역할이 커지고 있습니다.

### AI 반도체 업계에서 점점 더 커지는 Broadcom의 영향력
* 🤖 브로드컴이 새로운 AI 칩 개발을 위해 **OpenAI와 파트너십**을 맺을 가능성이 있다는 보도가 나오면서 AI 반도체 업계에서 주목을 받고 있습니다.
* 🔧 ASIC 설계, 특히 FPGA 기술에 대한 회사의 전문성은 이번 파트너십의 핵심 요소입니다. **FPGA는 유연한 칩 설계를 가능하게 하며, 이는 AI 칩 개발에 매우 중요한 요소**입니다.
* 💰 2024 회계연도 2분기에 Broadcom의 AI 칩 매출은 **31억 달러**를 기록했으며, 이는 전체 분기 매출의 **25%**를 차지합니다.
* 📈 이 회사의 올해 AI 칩 매출은 **100억 달러에 달할 것으로 예상**되며, 이는 작년에 보고된 **35억 달러의 AI 칩 매출보다 크게 증가**한 수치입니다.
* 🔍 브로드컴은 **구글, 메타, 마이크로소프트 등**을 고객으로 확보하며 AI 반도체 시장에서 최고 수준의 기업으로 자리매김하고 있습니다.
* 🏆 널리 사용되는 AI 가속기인 **Google의 TPU는 Broadcom과 공동으로 개발**되어 업계의 명성을 보여주고 있습니다.
* 🤝 OpenAI와의 파트너십은 AI 반도체 분야에서 **NVIDIA의 주요 경쟁자가 될 수 있는 Broadcom의 잠재력**을 강조합니다.

AI 반도체 개발을 위한 Broadcom과 OpenAI의 파트너십은 업계에서 NVIDIA의 지배력에 도전할 수 있습니다.

Hello, this is Jimza, an editor at Money Never Sleeps. Recently, there is a stock that domestic investors are showing a lot of interest in, which is Broadcom. It has risen to the top in terms of net buying over the past month, attracting many people's attention. There was an interesting news about this company recently, which is about Broadcom forming a partnership with OpenAI. Specifically, various foreign media outlets reported that Broadcom has started discussions with OpenAI for the development of new AI semiconductors. It was mentioned that this is to reduce dependence on NVIDIA and to further facilitate the supply of AI semiconductors. Since the release of the Nvidia PT, investments in AI companies have increased, leading to a natural increase in demand for high-performance GPUs for large-scale AI training and operation.

There has been a surge in prices, and in fact, NVIDIA has almost monopolized the AI accelerator market, leading to a bottleneck where supply cannot keep up with demand. As a result, the prices of AI semiconductors have skyrocketed, and even if you manage to make a purchase, it has become difficult to receive the product on time. In this situation, big tech companies have started to seek other outlets. Google, which has been developing TPUs and using its own AI semiconductors for a long time, as well as Microsoft, Meta, Amazon, Tesla, and many other companies have started to bring semiconductor design in-house. Even OpenAI, which was at the center of the AI craze, was no exception. In fact, the idea of OpenAI bringing semiconductor design in-house has been discussed for a long time. It was reported last October that OpenAI was looking for potential acquisition targets.

After nearly 10 months of exploration, the company selected by OpenAI is Broadcom. For those who are familiar with Broadcom, this decision by OpenAI may seem somewhat surprising. This is because Broadcom is not a company that designs accelerators for GPU AI operation, but rather specializes in communication semiconductors, such as Wi-Fi chipsets and RF chipsets. Communication chips and semiconductors for AI processing are distinctly different products. In fact, just by looking at the product portfolio that Broadcom has released related to AI, you can see that the area the company is focusing on is networking. In simple terms, the semiconductors designed by Broadcom are not for actually processing AI workloads, but rather for quickly transmitting and receiving those workloads in network infrastructure. So, if that's the case, then OpenAI...

Why did AI choose Broadcom as a potential partner to develop Open AI semiconductors? It's not about acceleration or communication chips. It's because Broadcom has excellent capabilities in ASIC design. ASIC stands for Application-Specific Integrated Circuit. In simple terms, it refers to semiconductors tailored for specific purposes according to customer requests. Broadcom is a company with various core technologies in custom semiconductor design. One of its notable technologies is FPGA. FPGA stands for Field-Programmable Gate Array. What is FPGA in the simplest terms? It can be likened to Lego blocks. Unlike conventional semiconductors where once a circuit is imprinted, it cannot be changed, FPGA chips can have their circuits altered through programming, similar to disassembling and reassembling Lego bricks according to the user's needs. In other words, FPGA chips allow for circuit changes through programming, unlike typical physical semiconductor circuits.

FPGAs are chips that can be reprogrammed through software. When a company wants to create custom semiconductors, it is essential to test whether the semiconductor operates according to their design intentions. Nevertheless, a semiconductor is hardware. As with hardware, unexpected defects may be discovered after the actual product is produced during the design phase. However, it is not feasible in terms of cost and time to fabricate wafers and engrave circuits to create semiconductors from the initial R&D stage to verify if the chip actually functions well every time. Developing a prototype assuming mass production and product development involves making such prototypes after the product design is in the final stage. Therefore, the approach that companies aspiring to make chips typically choose is using FPGAs from the early stages of development.

To verify if the design will function as intended when implemented in actual hardware, companies utilize FPGA technology, among others. Broadcom is a company that possesses various essential capabilities in this field, being recognized as a top-tier player in the semiconductor industry. For example, Google's TPU, currently in use, was created through collaboration with Broadcom. In addition to Google, other customers like Meta and Microsoft are also clients of Broadcom. Just by looking at Broadcom's list of partners, one can infer how well-regarded their capabilities are in the industry. In fact, Broadcom's revenue related to AI custom chip design has been steadily increasing. Broadcom announced its financial results for the second quarter of the fiscal year 2024 on June 12th. During this period, revenue from AI products reached 3.1 billion.

It was said to represent a record level of dollars. Broadcom's total quarterly revenue was about $12.5 billion, with about 25% coming from AI semiconductors. In the last quarter earnings announcement, Broadcom projected that this year's revenue related to AI semiconductors would reach $10 billion. Compared to last year's AI chip sales of $3.5 billion calculated by JP Morgan, Broadcom has already caught up with last year's annual revenue in just one quarter, showing a steep growth trend. Broadcom's second-quarter revenue increased by 43% compared to the same period last year, reaching $3.75 billion. In fact, it can be said that AI semiconductors are currently driving the growth of this company to a significant extent. In summary of the situation so far, Broadcom is enhancing its global top-tier capabilities through chip design.

It is being adopted as a partner of big tech companies that want to reduce their dependence on NVIDIA, and OpenAI, which, like other big tech companies, currently wants a custom AI semiconductor, is discussing a partnership. Broadcom, which is steadily growing based on partnerships with big tech companies, could emerge as a new competitor threatening NVIDIA in the AI semiconductor industry. I wonder if this is the case. Subscribe to Wonny Never Sleep Newsletter and Naver Premium Content now.

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AI 반도체 개발을 위한 Broadcom과 OpenAI의 파트너십

브로드컴은 최근 순매수세가 급증하면서 국내 투자자들에게 최고의 선택이 되고 있습니다.

브로드컴은 새로운 AI 반도체를 개발하기 위해 OpenAI와 파트너십을 맺어 시장을 독점해 가격 급등과 공급 부족을 초래한 엔비디아에 대한 의존도를 낮추기 위해 노력하고 있습니다.

이러한 움직임은 대규모 AI 작업에서 고성능 GPU에 대한 수요가 증가함에 따라 구글, 마이크로소프트, 메타, 아마존 등 대형 기술 기업들이 자체적으로 반도체 설계를 도입하는 추세의 일환입니다.

통신 반도체로 잘 알려진 Broadcom은 ASIC 설계, 특히 FPGA 기술에 대한 전문성을 인정받아 OpenAI의 파트너로 선정되었습니다.

AI 가속기 전문 업체는 아니지만 특정 목적에 맞는 맞춤형 반도체를 제작할 수 있는 브로드컴의 능력은 OpenAI의 반도체 개발 파트너로서 매력적이었습니다.

FPGA 기술은 기존 반도체에 비해 프로그래밍을 통해 레고 블록을 분해하고 재조립하는 것과 유사하게 회로를 변경할 수 있습니다.

FPGA는 값비싼 제작 없이도 맞춤형 반도체 설계를 테스트하는 데 매우 중요합니다.

기업들은 개발 초기 단계부터 FPGA를 사용하여 설계 기능을 검증하고 있으며, Broadcom은 이 업계의 주요 업체로서 Google, Meta, Microsoft와 같은 거대 기술 기업들과 협력하고 있습니다.

AI 맞춤형 칩 설계를 통한 Broadcom의 매출은 꾸준히 증가하여 2024 회계연도 2분기에 31억 달러에 달했습니다.

AI 반도체로 급증하는 Broadcom의 매출

Broadcom의 분기 매출은 125억 달러에 달했으며, 이 중 25%가 AI 반도체에서 발생해 올해 매출은 100억 달러에 달할 것으로 예상됩니다.

이 회사의 AI 칩 매출은 단 한 분기 만에 이미 작년 전체 매출을 넘어섰으며, 2분기 매출은 43% 증가했습니다.

Broadcom은 OpenAI를 비롯한 대형 기술 기업들과의 파트너십을 통해 성장을 가속화하고 있으며, AI 반도체 업계에서 NVIDIA의 경쟁자로 자리매김하고 있습니다.